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 KBWB 4 stocks	$88 Million 34.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR HOOD 3 stocks	$40.2 Million 15.82% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER MNDY COIN 3 stocks	$31.5 Million 12.38% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$25.7 Million 10.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17.6 Million 6.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$13.4 Million 5.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$9.56 Million 3.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$7.15 Million 2.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI SE 2 stocks	$6.49 Million 2.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE 2 stocks	$6.21 Million 2.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$6.15 Million 2.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services FOXA 1 stocks	$1.64 Million 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT 1 stocks	$645,745 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts

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