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Portfolio (Quarterly) Guide ↗

Aster Capital Management (DIFC) Ltd

· CIK 0002040915
13F Portfolio $470M AUM 808 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 808 New
Page 19 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCK MCKESSON CORP Healthcare 358.0 $271K 0.06% NEW $755.60 +18.7%
362 GFS GLOBALFOUNDRIES INC Technology 3,260.0 $269K 0.06% NEW $82.41 -44.6%
363 CMC COMMERCIAL METALS CO Basic Materials 4,186.0 $263K 0.06% NEW $62.75 +9.0%
364 KHC KRAFT HEINZ CO Consumer Defensive 11,104.0 $262K 0.06% NEW $23.62 +5.0%
365 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,353.0 $261K 0.06% NEW $193.23 +5.5%
366 DE DEERE & CO Industrials 407.0 $258K 0.06% NEW $634.33 +0.0%
367 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,765.0 $256K 0.06% NEW $68.11 -9.9%
368 SYRE SPYRE THERAPEUTICS INC Healthcare 2,865.0 $254K 0.05% NEW $88.78 +5.4%
369 NEM NEWMONT CORP Basic Materials 2,722.0 $254K 0.05% NEW $93.40 +40.9%
370 CVNA CARVANA CO Consumer Cyclical 3,840.0 $253K 0.05% NEW $65.82 +12.4%
371 LMT LOCKHEED MARTIN CORP Industrials 494.0 $252K 0.05% NEW $509.46 +11.0%
372 MOO VANECK ETF TRUST 3,170.0 $251K 0.05% NEW $79.20 +7.4%
373 ATR APTARGROUP INC Healthcare 1,972.0 $247K 0.05% NEW $125.20 +8.0%
374 CW CURTISS WRIGHT CORP Industrials 324.0 $246K 0.05% NEW $757.76 -18.3%
375 BLOCK INC 3,220.0 $245K 0.05% NEW $76.00
376 GRMN GARMIN LTD Technology 1,027.0 $244K 0.05% NEW $237.54 +21.7%
377 AN AUTONATION INC Consumer Cyclical 1,302.0 $242K 0.05% NEW $185.79 +5.8%
378 AGCO AGCO CORP Industrials 2,011.0 $241K 0.05% NEW $119.70 -6.8%
379 IBKR INTERACTIVE BROKERS GROUP I Financial Services 2,761.0 $240K 0.05% NEW $87.04 +11.5%
380 THO THOR INDS INC Consumer Cyclical 3,190.0 $240K 0.05% NEW $75.16 +3.6%
Page 19 of 41  ·  808 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.1%
Industrials 16.6%
Financial Services 13.6%
Healthcare 10.8%
Consumer Cyclical 8.3%
Real Estate 6.8%
Consumer Defensive 6.0%
Utilities 4.0%
Basic Materials 3.3%
Energy 3.3%