Stock Taper 
ARAGON GLOBAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 2.97K | $2.55M |
 Alphabet Inc. | GOOG | 8.65K | $3.06M |
 The Goldman Sachs Group, Inc. | GS | 9.91K | $10.03M |
 Rh | RH | 10.25K | $1.69M |
 Sandisk Corporation | SNDK | 10.35K | $23.53M |
 GE Vernova Inc. | GEV | 11.85K | $13.92M |
 Zoom Communications, Inc. | ZM | 12.3K | $1.06M |
 Wayfair Inc. | W | 17.25K | $1.59M |
 Seagate Technology Holdings plc | STX | 19.04K | $18.38M |
 Bloom Energy Corporation | BE | 21.4K | $6.48M |
 Fox Corporation | FOXA | 29.03K | $1.51M |
 Palantir Technologies Inc. | PLTR | 37.79K | $4.41M |
 Vertiv Holdings Co | VRT | 39.9K | $13.36M |
 Morgan Stanley | MS | 47.25K | $9.88M |
 Southern Copper Corporation | SCCO | 55.26K | $9.63M |
 Intel Corp. | INTC | 121.25K | $16.93M |
 Rocket Companies, Inc. | RKT | 125.11K | $1.97M |