StockDriftsStockDriftsTop 18 Aragon Global Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 31.41% | 78.0K | $45.0M | +0.00%(+0) | $383.89(+84.67%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 20.23% | 44.6K | $29.0M | +0.00%(+0) | $451.40(+63.75%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 7.22% | 11.8K | $10.3M | +0.00%(+0) | $617.96(+69.79%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 6.98% | 39.9K | $10.0M | +0.00%(+0) | $150.54(+146.41%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 6.63% | 64.9K | $9.5M | -50.36%(-65.88K) | $88.93(+50.67%) | 2026-03-31 | |
| EWY | ISHARES INC | 5.18% | 60.4K | $7.4M | -10.13%(-6.80K) | $88.66(+101.74%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 4.98% | 18.6K | $7.1M | +0.00%(+0) | $159.92(+247.88%) | 2026-03-31 | |
| ITUB | ITAU UNIBANCO HLDG S A | 3.82% | 654.0K | $5.5M | +86.41%(+303.15K) | $7.36(+6.53%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.55% | 6.0K | $5.1M | -54.60%(-7.24K) | $589.48(+60.90%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 1.79% | 178.8K | $2.6M | -46.99%(-158.50K) | $14.87(-18.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.34% | +65.72% |
| Top 20 Holdings Unweighted | +22.81% | +85.24% |
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