Aragon Global Management, LP Portfolio Holdings by Sector

Aragon Global Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ SMH SPY 3 stocks	$93.7 Million 39.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MNDY UBER 2 stocks	$47.6 Million 19.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$27.2 Million 11.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$24.2 Million 10.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$18.5 Million 7.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$14.6 Million 6.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI CPNG 2 stocks	$8.08 Million 3.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$4.83 Million 2.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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