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ARAGON GLOBAL MANAGEMENT, LP
ARAGON GLOBAL MANAGEMENT, LP
Latest filing: 2026-06-30
ARAGON GLOBAL MANAGEMENT, LP runs ARAGON GLOBAL MANAGEMENT, LP and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $263.86M. Their top holdings are QQQ, SPY, SNDK, STX, INTC. The top five represent 56.7% of reported portfolio weight. ARAGON GLOBAL MANAGEMENT, LP ranks #248 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARAGON GLOBAL MANAGEMENT, LP initiated 5 new positions. They added to 9 existing positions. They trimmed 2 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 21.77% | $409.52 | $713.44 | +74.21% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 12.62% | $475.31 | $765.62 | +61.08% | Held |
 SNDK SANDISK CORP | 8.92% | $1,957.13 | $1,596.10 | -18.45% | Added +417.50% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 6.96% | $965.00 | $850.00 | -11.92% | New Buy |
 INTC INTEL CORP | 6.42% | $139.63 | $90.07 | -35.49% | New Buy |
 GEV GE VERNOVA INC | 5.28% | $643.45 | $956.64 | +48.67% | Held |
 VRT VERTIV HOLDINGS CO | 5.06% | $158.10 | $262.00 | +65.72% | Held |
 SMH VANECK ETF TRUST | 4.62% | $174.87 | $560.42 | +220.48% | Held |
 EWY ISHARES INC | 3.81% | $97.22 | $178.35 | +83.44% | Trimmed -17.55% |
 GS GOLDMAN SACHS GROUP INC | 3.80% | $757.25 | $1,039.41 | +37.26% | Added +64.84% |
Showing 1-10 of 23