Aragon Global Management, LP Portfolio Holdings by Sector
Aragon Global Management, LP
- $234 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ SMH SPY 3 stocks |
$93.6 Million
39.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
MNDY UBER HUBS 3 stocks |
$45.6 Million
19.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$28.3 Million
12.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM AVGO 3 stocks |
$26.5 Million
11.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16.7 Million
7.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$11.3 Million
4.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
MELI AMZN CPNG 3 stocks |
$7.79 Million
3.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$4.61 Million
1.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|