Aragon Global Management, LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Aragon Global Management, LP reported 13 stock positions worth $238.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 15.9% of the portfolio, followed by Vaneck Semiconductor ETF (SMH, 12.6%) and Microsoft (MSFT, 11.4%). Compared with Q2 2024, it sold out of 3 and added to 3. The biggest buy was MercadoLibre (MELI, shares +48%) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001991518
Portfolio Value
$238.7M (Q3 2024)
SEC Filing
0001420506-24-002572 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $222.7M Q1 2024 Q2 2024: $234.4M Q2 2024 Q3 2024: $238.7M $238.7M Q3 2024 Q4 2024: $269.6M Q4 2024 Q1 2025: $260.1M Q1 2025 Q2 2025: $248.7M Q2 2025 Q3 2025: $325.4M Q3 2025 Q4 2025: $329.5M Q4 2025 Q1 2026: $143.3M Q1 2026 Q2 2026: $263.9M Q2 2026

Holdings 13 stocks · $238.7M
QQQ Invesco QQQ Trust Series 1 15.95% 77,995 $38.1M No change
SMH Vaneck Semiconductor ETF 12.61% 122,630 $30.1M No change
MSFT Microsoft Corp. 11.40% 63,237 $27.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 10.71% 44,580 $25.6M No change
MNDY Monday.com Ltd. 10.26% 88,209 $24.5M No change
UBER Uber Technologies Inc. 9.66% 306,850 $23.1M Add +12.3%
NVDA Nvidia Corp. 8.06% 158,425 $19.2M Add +15.8%
AAPL Apple Inc. 7.75% 79,403 $18.5M No change
ONON On Holding AG Class A filed as ON HLDG AG 6.13% 291,921 $14.6M No change
MELI MercadoLibre Inc. 3.14% 3,651 $7.5M Add +48.0%
AVGO Broadcom Inc. 2.07% 28,600 $4.9M No change
V Visa Inc. Class A 2.02% 17,550 $4.8M No change
CPNG Coupang Inc. 0.24% 23,810 $585K No change

Portfolio Sells Q2 2024 → Q3 2024
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −2.13
HUBS HubSpot Inc. Sold out 0.00% −1.91
AMZN Amazon.com Inc. Sold out 0.00% −1.38

Portfolio Buys Q2 2024 → Q3 2024
MELI MercadoLibre Inc. Add +48.0% 3.14% +1.41
UBER Uber Technologies Inc. Add +12.3% 9.66% +1.19
NVDA Nvidia Corp. Add +15.8% 8.06% +0.85

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 23$263.9MQQQ, SPY, SNDK, STX, INTC
Q1 2026 18$143.3MQQQ, SPY, GEV, VRT, PLTR
Q4 2025 32$329.5MQQQ, SPY, AVGO, MSFT, PLTR
Q3 2025 31$325.4MQQQ, SPY, MSFT, AVGO, PLTR
Q2 2025 18$248.7MQQQ, MSFT, SPY, AVGO, META
Q1 2025 24$260.1MQQQ, SMH, SPY, MSFT, UBER
Q4 2024 19$269.6MQQQ, MSFT, SMH, SPY, NVDA
Q3 2024 13$238.7MQQQ, SMH, MSFT, SPY, MNDY
Q2 2024 16$234.4MQQQ, SMH, MSFT, SPY, MNDY
Q1 2024 19$222.7MQQQ, SMH, MSFT, SPY, UBER