AGM
Aragon Global Management Portfolio holdings
AUM
$329M
1-Year Est. Return
49.45%
This Fund
S&P 500
1 Year Est. Return
+49.45%
AUM
$325M
AUM Growth
+$76.7M
(+31%)
Holding
32
Top Buys
| 1 | +$7.37M | |
| 2 | +$5.88M | |
| 3 | +$5.09M | |
| 4 |
Grab
GRAB
|
+$5.07M |
| 5 |
Nu Holdings
NU
|
+$4.71M |
Sector Composition
| 1 | Technology | 35.05% |
| 2 | Financials | 16.82% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 5.76% |
| 5 | Industrials | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETHA
26
iShares Ethereum Trust ETF
ETHA
$6.75B
| $2.21M | 0.68% |
+70,100
|
|
||
27
Vertiv
VRT
$104B
| $2.11M | 0.65% |
+14,000
|
|
||
28
GE Vernova
GEV
$226B
| $1.91M | 0.59% |
+3,100
|
|
||
29
Fox Class A
FOXA
$24.7B
| $1.83M | 0.56% |
29,032
|
|
||
30
Itaú Unibanco
ITUB
$92.2B
| $1.22M | 0.37% |
+170,671
|
|
||
31
Coupang
CPNG
$34.7B
| $950K | 0.29% |
+29,500
|
|
||
32
monday.com
MNDY
$4.09B
| – | – |
-21,600
|
|