Aragon Global Management, LP Portfolio Holdings by Sector

Aragon Global Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ SPY XLF SMH 4 stocks	$82.3 Million 33.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR HOOD 3 stocks	$57.9 Million 23.29% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$27.7 Million 11.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE MELI 2 stocks	$20.4 Million 8.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$17 Million 6.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER MNDY 2 stocks	$16.5 Million 6.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$10.9 Million 4.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$8.21 Million 3.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$6.23 Million 2.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services FOXA 1 stocks	$1.63 Million 0.65% of portfolio	-	-	-	-	0 Calls 0 Puts

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