Aragon Global Management, LP reported 23 holdings worth US$264M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Aragon Global Management, LP reported 23 holdings worth US$264M as of Jun 30, 2026. Largest: Sandisk Corporation, Intel Corporation and Ge Vernova Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$264M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sandisk Corporation | 10,350 | US$23.5M | 8.9% |
| Intel Corporation | 121K | US$16.9M | 6.4% |
| Ge Vernova Inc. | 11,850 | US$13.9M | 5.3% |
| Vertiv Holdings, Llc | 39,900 | US$13.4M | 5.1% |
| Goldman Sachs Group, Inc. (the) | 9,915 | US$10M | 3.8% |
| Morgan Stanley | 47,250 | US$9.88M | 3.7% |
| Southern Copper Corporation | 55,257 | US$9.63M | 3.6% |
| Bloom Energy Corporation | 21,400 | US$6.48M | 2.5% |
| Palantir Technologies Inc. | 37,790 | US$4.41M | 1.7% |
| Alphabet Inc (google) Class C | 8,552 | US$3.06M | 1.2% |
| Lumentum Holdings Inc. | 2,970 | US$2.55M | 0.97% |
| Rocket Companies, Inc. | 125K | US$1.97M | 0.75% |
| Rh | 10,250 | US$1.69M | 0.64% |
| Wayfair Inc. | 17,250 | US$1.59M | 0.60% |
| Fox Corporation | 29,032 | US$1.51M | 0.57% |
| Zoom Communications, Inc. | 12,300 | US$1.06M | 0.40% |
| Itau Unibanco Holding S.a. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |