Aspect Management, LLC — 13F Holdings & Portfolio
CIK 2111529 · latest 13F-HR filed 2026-08-13
Aspect Management, LLC manages $244.4M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CHYM (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 1 existing position rose in reported value and 0 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jul 28, 2026.
LONDON W1H 6AZ
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CARTER, KEVIN, JAMES Control | NON-EXECUTIVE DIRECTOR since Dec 2015 | Less than 5% | Individual |
| HOPE, KENNETH Control | CHIEF OPERATING OFFICER since Jan 2012 | Less than 5% | Individual |
| LUECK, MARTIN, ANTHONY Control | RESEARCH DIRECTOR since Jan 1998 | 10–25% | Individual |
| Reeve, Christopher Edward Control | CHIEF INVESTMENT OFFICER since Jan 2026 | Less than 5% | Individual |
| TODD, ANTHONY, JAMES Control | CHIEF EXECUTIVE OFFICER since Jan 1998 | 50–75% | Individual |
| COMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 | SHAREHOLDER since Jul 2005 | 10–25% | Foreign Entity |
| DANIEL, ELIZABETH | CHIEF COMPLIANCE OFFICER since Aug 2024 | Less than 5% | Individual |
| COMMERCE HOUSE TRUSTEES LIMITED Control Indirect owner via COMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 | TRUSTEE since Dec 2004 | General partner, trustee or manager | Foreign Entity |
Ownership & leadership changes · 23 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedReeve, Christopher Edward · title CHIEF RISK OFFICER → CHIEF INVESTMENT OFFICER
- No longer listedREYNOLDS, ROSEMARY, JANE · CHIEF COMMERCIAL OFFICER · Less than 5% · control person · listed since Mar 2018
- AddedReeve, Christopher Edward · CHIEF RISK OFFICER · Less than 5% · control person
- No longer listedCheema, Sukhminder, Kaur · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2023
- AddedDANIEL, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedHOPE, KENNETH · title CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
- No longer listedHoran, Susanna, Catherine Mary · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2019
- AddedCheema, Sukhminder, Kaur · CHIEF COMPLIANCE OFFICER · Less than 5%
- No longer listedGIBBS, PETER, JOHN · NON-EXECUTIVE DIRECTOR · Less than 5% · control person · listed since Feb 2013
- ChangedCOMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · ownership 5–10% → 10–25%
- No longer listedGREENWOLD, JONATHAN, EDWARD STARK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2015
- AddedHoran, Susanna, Catherine Mary · CHIEF COMPLIANCE OFFICER · Less than 5%
- No longer listedCAPLAN, JONATHAN, SAMUEL · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2013
- No longer listedDALTON, BARNEY, JOHN ALLAN · CHIEF TECHNOLOGY OFFICER · Less than 5% · control person · listed since Oct 2011
- ChangedGREENWOLD, JONATHAN, EDWARD STARK · title GENERAL COUNSEL → CHIEF COMPLIANCE OFFICER
Older changes (14 more filings)
- No longer listedHULL, ANNA, CHRISTINA · CHIEF RISK OFFICER · Less than 5% · control person · listed since Jan 2014
- No longer listedBROWN, SIMON, AMBROSE · DIRECTOR OF RESEARCH · Less than 5% · listed since Oct 2014
- No longer listedCOMMERCE HOUSE TRUSTEES LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · control person · listed since Dec 2004
- AddedCOMMERCE HOUSE TRUSTEES LIMITED · TRUSTEE · General partner, trustee or manager · indirect via COMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · control person
- AddedREYNOLDS, ROSEMARY, JANE · CHIEF COMMERCIAL OFFICER · Less than 5% · control person
- ChangedCARTER, KEVIN, JAMES · now a control person
- ChangedGREENWOLD, JONATHAN, EDWARD STARK · now a control person
- ChangedHULL, ANNA, CHRISTINA · title DIRECTOR OF RISK → CHIEF RISK OFFICER; now a control person
- ChangedTODD, ANTHONY, JAMES · ownership 25–50% → 50–75%
- ChangedCOMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · ownership 10–25% → 5–10%
- AddedCARTER, KEVIN, JAMES · NON-EXECUTIVE DIRECTOR · Less than 5%
- No longer listedASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · SHAREHOLDER · 10–25% · listed since Jul 2005
- Listed againCOMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · SHAREHOLDER · 10–25%
- No longer listedCOMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · SHAREHOLDER · 10–25% · listed since Jul 2005
- AddedASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · SHAREHOLDER · 10–25%
- AddedCOMMERCE HOUSE TRUSTEES LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · control person
- No longer listedWAREHAM, JOHN, DEREK · CHIEF COMMERCIAL OFFICER · Less than 5% · control person · listed since May 2006
- Listed againGREENWOLD, JONATHAN, EDWARD STARK · GENERAL COUNSEL · Less than 5%
- No longer listedCOMMERCE HOUSE TRUSTEES LIMITED · SHAREHOLDER · 5–10% · listed since Jul 2005
- AddedBROWN, SIMON, AMBROSE · DIRECTOR OF RESEARCH · Less than 5%
- AddedCOMMERCE HOUSE TRUSTEES LIMITED AS TRUSTEE OF ASPECT CAPITAL EMPLOYEE BENEFIT TRUST NUMBER 2 · SHAREHOLDER · 10–25%
- ChangedLUECK, MARTIN, ANTHONY · title DIRECTOR OF RESEARCH → RESEARCH DIRECTOR
- No longer listedFAYOLLE, JEAN-MICHEL · CHIEF RISK OFFICER · Less than 5% · control person · listed since Aug 2011
- AddedHULL, ANNA, CHRISTINA · DIRECTOR OF RISK · Less than 5%
- No longer listedGREENWOLD, JONATHAN, EDWARD STARK · DIRECTOR OF LEGAL AND COMPLIANCE · Less than 5% · listed since Aug 2011
- AddedCAPLAN, JONATHAN, SAMUEL · CHIEF COMPLIANCE OFFICER · Less than 5%
- AddedGIBBS, PETER, JOHN · NON-EXECUTIVE DIRECTOR · Less than 5% · control person
- ListedCOMMERCE HOUSE TRUSTEES LIMITED · SHAREHOLDER · 5–10%
- ListedDALTON, BARNEY, JOHN ALLAN · CHIEF TECHNOLOGY OFFICER · Less than 5% · control person
- ListedFAYOLLE, JEAN-MICHEL · CHIEF RISK OFFICER · Less than 5% · control person
- ListedGREENWOLD, JONATHAN, EDWARD STARK · DIRECTOR OF LEGAL AND COMPLIANCE · Less than 5%
- ListedHOPE, KENNETH · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedLUECK, MARTIN, ANTHONY · DIRECTOR OF RESEARCH · 10–25% · control person
- ListedTODD, ANTHONY, JAMES · CHIEF EXECUTIVE OFFICER · 25–50% · control person
- ListedWAREHAM, JOHN, DEREK · CHIEF COMMERCIAL OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Aspect Management, LLC Holdings (2026-06-30)
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 | CHIME FINL INC | CHYM | 16935C109 | $244.4M | 100.00% | 11,933,275 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $244.4M | 1 | 0001104659-26-095935 |
| 2026-03-31 | 2026-05-12 | $223.5M | 1 | 0001104659-26-059474 |
| 2025-12-31 | 2026-02-17 | $300.4M | 1 | 0001104659-26-016176 |
PALO ALTO, CA 94301