Aragon Global Management, LP - Q42025 Holdings

Aragon Global Management, LP holds 32 stocks with a total portfolio value of $ 329.5M as of Q42025. In Q42025, Aragon Global Management, LP added 4 new positions, increased stakes in 7 stocks, reduced 2 holdings, and fully exited 3 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 14.54% of the total portfolio.