Aster Capital Management (DIFC) Ltd — 13F Holdings & Portfolio

CIK 2040915 · latest 13F-HR filed 2026-08-14

Aster Capital Management (DIFC) Ltd manages $470.0M in 13F-reported U.S. long-equity assets across 808 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IYR (2.40%), AAPL (1.65%), MSFT (1.45%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 496 new positions, exited 624, added to 159, and trimmed 146.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
UNIT 1012, FLOOR 10
INDEX TOWER, DIFC
DUBAI, C0 0000
Phone
97145541893
Filing Manager
Aster Capital Management (DIFC) Ltd
DUBAI, C0
Signatory
William Staveacre
Director
Loading holdings…
AUM

$470.0M

Long-equity book

Holdings

808

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+496 / −624 / ↑159 / ↓146

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.4M +90.7%
  • COCA COLA CO$5.3M +14058.1%
  • HONEYWELL INTL INC$3.6M +133.3%
  • FEDEX CORP$3.2M +360.9%
  • UBER TECHNOLOGIES INC$3.0M +365.2%
Show all 159 →

Top Trims

  • AFLAC INC-$4.6M -99.0%
  • PROCTER & GAMBLE CO-$4.4M -78.1%
  • CARNIVAL CORP LTD-$4.4M -95.0%
  • QUALCOMM INC-$4.1M -76.2%
  • LINDE PLC-$4.1M -84.4%
Show all 146 →

New Positions

  • APPLE INC$7.7M
  • MICROSOFT CORP$6.8M
  • JAMES HARDIE INDS PLC$5.3M
  • SPACE EXPLORATION TECHN COR$4.5M
  • HONEYWELL AEROSPACE INC$4.4M
Show all 496 →

Exited Positions

  • PALANTIR TECHNOLOGIES INC$13.9M
  • ARK ETF TR$6.4M
  • PROGRESSIVE CORP$5.5M
  • APPLOVIN CORP$5.1M
  • SPDR SERIES TRUST$5.1M
Show all 624 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IYR 464287739 $11.3M 2.40% 110,321 SH
2 APPLE INC AAPL 037833100 $7.7M 1.65% 26,770 SH
3 MICROSOFT CORP MSFT 594918104 $6.8M 1.45% 18,271 SH
4 HONEYWELL INTL INC HON 438516205 $6.3M 1.35% 28,338 SH
5 COCA COLA CO KO 191216100 $5.4M 1.14% 66,188 SH
6 SPDR SERIES TRUST KRE 78464A698 $5.3M 1.12% 70,410 SH
7 JAMES HARDIE INDS PLC JHX G4253H101 $5.3M 1.12% 200,873 SH
8 SPDR SERIES TRUST XOP 78468R556 $5.2M 1.10% 33,466 SH
9 SPACE EXPLORATION TECHN COR SPCX 84615Q103 $4.5M 0.96% 26,479 SH
10 HONEYWELL AEROSPACE INC HONA 43849R105 $4.4M 0.93% 19,711 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $4.4M 0.93% 13,308 SH
12 ELI LILLY & CO LLY 532457108 $4.4M 0.93% 3,629 SH
13 FEDEX CORP FDX 31428X106 $4.1M 0.87% 13,031 SH
14 AMAZON COM INC AMZN 023135106 $4.0M 0.85% 16,749 SH
15 META PLATFORMS INC META 30303M102 $3.9M 0.83% 6,917 SH
16 UBER TECHNOLOGIES INC UBER 90353T100 $3.8M 0.80% 52,372 SH
17 CAPITAL ONE FINL CORP COF 14040H105 $3.5M 0.75% 17,551 SH
18 SELECT SECTOR SPDR TR XLI 81369Y704 $3.3M 0.71% 17,927 SH
19 COSTCO WHOLESALE CORPORATIO COST 22160K105 $3.3M 0.70% 3,542 SH
20 SALESFORCE INC CRM 79466L302 $3.3M 0.70% 21,140 SH
21 HOWMET AEROSPACE INC HWM 443201108 $3.2M 0.69% 12,006 SH
22 SELECT SECTOR SPDR TR XLU 81369Y886 $3.2M 0.69% 71,034 SH
23 HOME DEPOT INC HD 437076102 $3.2M 0.68% 9,001 SH
24 S&P GLOBAL INC SPGI 78409V104 $3.2M 0.67% 7,765 SH
25 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $3.1M 0.67% 6,302 SH
26 ISHARES TR IGV 464287515 $3.0M 0.65% 33,472 SH
27 SYNOPSYS INC SNPS 871607107 $2.9M 0.61% 6,453 SH
28 ISHARES TR IHI 464288810 $2.8M 0.60% 56,760 SH
29 ISHARES TR SOXX 464287523 $2.8M 0.59% 4,328 SH
30 WATTS WATER TECHNOLOGIES IN WTS 942749102 $2.7M 0.58% 6,921 SH
31 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $2.7M 0.57% 8,151 SH
32 VERALTO CORP VLTO 92338C103 $2.6M 0.55% 29,168 SH
33 VERTIV HOLDINGS CO VRT 92537N108 $2.5M 0.53% 7,462 SH
34 AMERICAN EXPRESS CO AXP 025816109 $2.5M 0.53% 7,317 SH
35 ALPS ETF TR AMLP 00162Q452 $2.4M 0.52% 47,239 SH
36 AMERICAN HEALTHCARE REIT IN AHR 398182303 $2.4M 0.51% 46,250 SH
37 OCTAVE INTELLIGENCE PLC OCTV G22845104 $2.4M 0.51% 147,630 SH
38 M & T BK CORP MTB 55261F104 $2.4M 0.51% 9,996 SH
39 MEDTRONIC PLC MDT G5960L103 $2.3M 0.50% 29,970 SH
40 ADVANCED ENERGY INDS AEIS 007973100 $2.3M 0.50% 6,244 SH
41 LAM RESEARCH CORP LRCX 512807306 $2.3M 0.49% 5,280 SH
42 VIAVI SOLUTIONS INC VIAV 925550105 $2.3M 0.48% 47,467 SH
43 IDACORP INC IDA 451107106 $2.2M 0.48% 14,842 SH
44 SEMTECH CORP SMTC 816850101 $2.2M 0.48% 13,831 SH
45 HECLA MINING COMPANY HL 422704106 $2.2M 0.48% 145,050 SH
46 VICOR CORP VICR 925815102 $2.2M 0.47% 5,856 SH
47 FORMFACTOR INC FORM 346375108 $2.2M 0.46% 13,645 SH
48 NEXTPOWER INC NXT 65290E101 $2.2M 0.46% 18,300 SH
49 CREDO TECHNOLOGY GROUP HOLD CRDO G25457105 $2.2M 0.46% 7,912 SH
50 VERISK ANALYTICS INC VRSK 92345Y106 $2.1M 0.45% 11,888 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $470.0M 808 0002040915-26-000005
2026-06-30 2026-08-13 $426.6M 936 0002040915-26-000004
2026-03-31 2026-05-13 $306.0M 809 0002040915-26-000003
2025-12-31 2026-02-17 $228.3M 1,054 0002040915-26-000002
2025-09-30 2025-11-12 $198.0M 930 0002040915-25-000007