Holdings
Aragon Global Management, LP
As of Jun 30, 2026, Aragon Global Management, LP reported 16 positions worth US$122M. Largest: Sandisk Corporation, Intel Corporation and Ge Vernova Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 10,350 | US$23.5M | +8,350 | Jun 30, 2026 |
| Intel Corporation | 121K | US$16.9M | new | Jun 30, 2026 |
| Ge Vernova Inc. | 11,850 | US$13.9M | no change | Jun 30, 2026 |
| Vertiv Holdings, Llc | 39,900 | US$13.4M | no change | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 9,915 | US$10M | +3,900 | Jun 30, 2026 |
| Morgan Stanley | 47,250 | US$9.88M | +32,100 | Jun 30, 2026 |
| Southern Copper Corporation | 55,257 | US$9.63M | new | Jun 30, 2026 |
| Bloom Energy Corporation | 21,400 | US$6.48M | new | Jun 30, 2026 |
| Palantir Technologies Inc. | 37,790 | US$4.41M | −27,150 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,552 | US$3.06M | −77 | Jun 30, 2026 |