Aragon Global Management
Aragon Global Management reported 23 stocks worth $264M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QQQ (21.8%), SPY (12.6%) and SNDK (8.9%). Compared with Q1 2026, the fund opened new positions in STX, INTC and SCCO, added to SNDK, GS and MS, trimmed EWY and PLTR and sold out of ITUB, NU and MELI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $57.4M | 21.8% | 78K | No change | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $33.3M | 12.6% | 45K | No change | 8 of 8 | |
| 3 |  SNDK Sandisk Corp | $23.5M | 8.9% | 10K | +8,350 (+418%) | 2 of 8 | |
| 4 |  STX Seagate Technology Hldngs PL | $18.4M | 7.0% | 19K | New position | 1 of 8 | |
| 5 |  INTC Intel Corp | $16.9M | 6.4% | 121K | New position | 1 of 8 | |
| 6 |  GEV GE Vernova Inc | $13.9M | 5.3% | 12K | No change | 4 of 8 | |
| 7 |  VRT Vertiv Holdings Co | $13.4M | 5.1% | 40K | No change | 4 of 8 | |
| 8 |  SMH Vaneck ETF Trust | $12.2M | 4.6% | 19K | No change | 8 of 8 | |
| 9 |  EWY Ishares Inc | $10.1M | 3.8% | 50K | −11K (−18%) | 3 of 8 | |
| 10 |  GS Goldman Sachs Group Inc | $10M | 3.8% | 9,915 | +3,900 (+65%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aragon Global Management 13F FAQ
What does Aragon Global Management own?
Aragon Global Management reported 23 stocks worth $264M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QQQ (21.8%), SPY (12.6%) and SNDK (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Aragon Global Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 6 added to, 2 trimmed and 3 sold out. New positions include STX, INTC and SCCO. It sold all of ITUB, NU and MELI.
When will Aragon Global Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Aragon Global Management's portfolio worth?
The Q2 2026 filing reports $264M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.