Aragon Global Management, LP
MIAMI FL · SEC CIK 0001991518
$2.64亿2026Q2 申报市值
23持仓数
79.3%前十大占比 · 第一大 21.8%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNDK 加仓+$1,898.56万
STX 新建仓+$1,837.65万
INTC 新建仓+$1,693.01万
MS 加仓+$671.02万
BE 新建仓+$647.78万
2026Q2 卖出最多 按季末市值估算
SLV 重新持有-$1,076.35万
ITUB 清仓-$548.03万
PLTR 减仓-$316.76万
NU 清仓-$256.94万
EWY 减仓-$214.03万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ITUB | ITAU UNIBANCO HLDG S A | $0 | 0.00% | 0 | -653,968 | -100.0% | -$548.03万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -178,800 | -100.0% | -$256.94万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -310 | -100.0% | -$53.60万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $106.16万 | 0.40% | 12,300 | -17,000 | -58.0% | -$146.73万 | 重新持有 |
| FOXA | FOX CORP | $151.43万 | 0.57% | 29,032 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $159.42万 | 0.60% | 17,250 | 10,050 | 139.6% | $92.88万 | 加仓 |
| RH | RH | $168.85万 | 0.64% | 10,250 | 10,250 | — | $168.85万 | 新建仓 |
| RKT | ROCKET COS INC | $197.05万 | 0.75% | 125,110 | 107,110 | 595.1% | $168.70万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $254.84万 | 0.97% | 2,970 | 2,970 | — | $254.84万 | 新建仓 |
| GOOG | ALPHABET INC | $305.63万 | 1.16% | 8,650 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $440.90万 | 1.67% | 37,790 | -27,150 | -41.8% | -$316.76万 | 减仓 |
| SLV | ISHARES SILVER TR | $488.18万 | 1.85% | 91,300 | -201,300 | -68.8% | -$1,076.35万 | 重新持有 |
| EWJ | ISHARES INC | $602.29万 | 2.28% | 64,575 | 35,200 | 119.8% | $328.31万 | 加仓 |
| BE | BLOOM ENERGY CORP | $647.78万 | 2.46% | 21,400 | 21,400 | — | $647.78万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $962.91万 | 3.65% | 55,257 | 18,857 | 51.8% | $328.60万 | 重新持有 |
| MS | MORGAN STANLEY | $987.71万 | 3.74% | 47,250 | 32,100 | 211.9% | $671.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,002.77万 | 3.80% | 9,915 | 3,900 | 64.8% | $394.43万 | 加仓 |
| EWY | ISHARES INC | $1,005.34万 | 3.81% | 49,794 | -10,601 | -17.6% | -$214.03万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,219.96万 | 4.62% | 18,600 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,335.93万 | 5.06% | 39,900 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1,392.21万 | 5.28% | 11,850 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,693.01万 | 6.42% | 121,250 | 121,250 | — | $1,693.01万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,837.65万 | 6.96% | 19,043 | 19,043 | — | $1,837.65万 | 新建仓 |
| SNDK | SANDISK CORP | $2,353.31万 | 8.92% | 10,350 | 8,350 | 417.5% | $1,898.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,329.10万 | 12.62% | 44,580 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $5,743.55万 | 21.77% | 77,995 | 0 | 0.0% | — | 不变 |