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AGM

Aragon Global Management Portfolio holdings

AUM $143M
1-Year Est. Return 65.8%
This Fund
S&P 500
This Quarter Est. Return
-5.31%
1 Year Est. Return
+65.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
-$9.58M
Cap. Flow
+$13.1M
Cap. Flow %
5.05%
Top 10 Hldgs %
74.96%
Holding
26
New
7
Increased
4
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$11.1M
2
META icon
Meta Platforms (Facebook)
META
+$10.7M
3
HOOD icon
Robinhood
HOOD
+$7.37M
4
GS icon
Goldman Sachs
GS
+$6.25M
5
TSLA icon
Tesla
TSLA
+$4.07M

Top Sells

Rank Stock Value
1
MNDY icon
monday.com
MNDY
+$11.7M
2
MSFT icon
Microsoft
MSFT
+$7.74M
3
NVDA icon
NVIDIA
NVDA
+$6.07M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.94M
5
BX icon
Blackstone
BX
+$2.46M

Sector Composition

Rank Sector Weight
1 Technology 40.28%
2 Consumer Discretionary 10.06%
3 Financials 9.33%
4 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KRE icon
26
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
– –
-24,200
Closed -$1.46M
1
2

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OFO
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MFG
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MFG
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Aragon Global Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aragon Global Management held 26 positions worth $260M, down 3.6% from $270M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Aragon Global Management deployed $13.1M of net new capital in Q1 2025, opening 7 new positions and adding to 4 existing holdings. Its largest new stake was Palantir: 126,691 shares worth $10.7M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 46% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was monday.com, an estimated $11.7M trimmed.

  • Aragon Global Management's largest Q1 2025 buy was Palantir: 126,691 shares worth $10.7M.
  • Aragon Global Management added most to Robinhood in Q1 2025, an estimated $7.37M increase.
  • Aragon Global Management's biggest Q1 2025 reduction was monday.com, cutting an estimated $11.7M.
  • Aragon Global Management fully exited Blackstone in Q1 2025, selling an estimated $2.46M.
  • Aragon Global Management's ten largest holdings make up 75% of its $260M portfolio in Q1 2025.
  • Aragon Global Management opened 7 new positions and closed 2 in Q1 2025.
  • Aragon Global Management's portfolio value fell 3.6% quarter-over-quarter to $260M.

Based on Aragon Global Management's 13F filing for Q1 2025, filed 15 May 2025.