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 KRE 5 stocks	$103 Million 38.96% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$37.5 Million 14.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MNDY UBER 2 stocks	$37.2 Million 14.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT HOOD 2 stocks	$33.3 Million 12.64% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$19.9 Million 7.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$16 Million 6.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$5.55 Million 2.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$4.19 Million 1.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$3.03 Million 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$2.46 Million 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1.55 Million 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts

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