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Asset Manager ← All Institutions

Aster Capital Management (DIFC) Ltd

Q2 2025 · Filed 2025-08-14
Market Value
$436M
-17.9%
Holdings
1,621
-70
New Purchases
459
Added To
184
Closed
673
Reduced
305
Top 10 Concentration
15.0%
Turnover
69.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 3.19% 0.00% +3.19% $14M
XOM 1.63% 0.10% +1.53% $7M
ARKK 1.47% 0.00% +1.47% $6M
IYR 1.36% 0.00% +1.36% $6M
PG 1.30% 0.04% +1.26% $6M
QCOM 1.25% 0.00% +1.25% $5M
PGR 1.27% 0.03% +1.24% $6M
APP 1.18% 0.00% +1.18% $5M
CAT 1.18% 0.00% +1.18% $5M
KRE 1.13% 0.00% +1.13% $5M
GOOGL 1.17% 0.05% +1.12% $5M
LIN 1.12% 0.00% +1.12% $5M
APO 1.12% 0.00% +1.12% $5M
CCL 1.05% 0.00% +1.05% $5M
JPM 1.05% 0.00% +1.05% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 0.00% 2.57% -2.57% $0
AMZN 0.00% 2.32% -2.32% $0
LLY 0.00% 1.45% -1.45% $0
KBE 0.00% 1.28% -1.28% $0
XRT 0.03% 1.16% -1.12% $151K
GIS 0.00% 0.86% -0.86% $0
UAL 0.00% 0.85% -0.85% $0
DOV 0.00% 0.82% -0.82% $0
COP 0.15% 0.90% -0.75% $650K
AVGO 0.00% 0.71% -0.71% $0
HESM 0.00% 0.69% -0.69% $0
WELL 0.00% 0.67% -0.67% $0
CINF 0.00% 0.66% -0.66% $0
CMCSA 0.12% 0.77% -0.64% $544K
NOV 0.05% 0.68% -0.63% $221K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $87M 19.9%
Large Cap 509 $237M 54.3%
Mid Cap 621 $89M 20.5%
Small Cap 397 $19M 4.4%
Micro Cap 47 $4M 1.0%

Portfolio Analytics

Avg Market Cap
$38.4B
Median Market Cap
$4.9B
Avg P/E
33.5
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
1,596
# ETFs / Funds
25

Top Holdings (1,621 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PLTR 3.19% 102,034 $14M $136.32 +102,034 NEW
2 XOM 1.63% 65,963 $7M $107.80 $7M +61,026 +1236.1%
3 ARKK 1.47% 91,210 $6M $70.29 +91,210 NEW
4 IYR 1.36% 62,422 $6M $94.77 +62,422 NEW
5 PG 1.30% 35,524 $6M $159.32 $5M +34,344 +2910.5%
6 PGR 1.27% 20,753 $6M $266.86 $5M +20,170 +3459.7%
7 QCOM 1.25% 34,086 $5M $159.26 +34,086 NEW
8 APP 1.18% 14,710 $5M $350.08 +14,710 NEW
9 XHB 1.18% 52,038 $5M $98.57 -$169K -221 -0.4%
10 CAT 1.18% 13,208 $5M $388.21 +13,208 NEW
11 GOOGL 1.17% 28,976 $5M $176.23 $5M +27,451 +1800.1%
12 KRE 1.13% 83,045 $5M $59.39 +83,045 NEW
13 LIN 1.12% 10,377 $5M $469.18 +10,377 NEW
14 APO 1.12% 34,277 $5M $141.87 +34,277 NEW
15 UNP 1.07% 20,254 $5M $230.08 $2M +11,233 +124.5%
16 AFL 1.06% 43,670 $5M $105.46 $5M +42,839 +5155.1%
17 CCL 1.05% 163,153 $5M $28.12 +163,153 NEW
18 JPM 1.05% 15,769 $5M $289.91 +15,769 NEW
19 AJG 1.02% 13,890 $4M $320.12 $4M +11,241 +424.4%
20 NU 0.97% 307,110 $4M $13.72 +307,110 NEW
21 MRK 0.95% 52,442 $4M $79.16 $3M +38,444 +274.6%
22 WMB 0.93% 64,502 $4M $62.81 +64,502 NEW
23 GDX 0.89% 74,165 $4M $52.06 $4M +67,064 +944.4%
24 ODFL 0.88% 23,725 $4M $162.30 +23,725 NEW
25 CRM 0.88% 14,080 $4M $272.69 $3M +10,655 +311.1%
26 AMAT 0.87% 20,632 $4M $183.07 +20,632 NEW
27 SBUX 0.80% 37,856 $3M $91.63 +37,856 NEW
28 PEP 0.79% 26,154 $3M $132.04 +26,154 NEW
29 NKE 0.79% 48,324 $3M $71.04 +48,324 NEW
30 BRK-B 0.77% 6,869 $3M $485.77 $2M +3,531 +105.8%
31 XOP 0.75% 26,065 $3M $125.80 +26,065 NEW
32 HES 0.74% 23,283 $3M $138.54 +23,283 NEW
33 REM 0.73% 148,992 $3M $21.38 +148,992 NEW
34 MTB 0.72% 16,265 $3M $193.99 +16,265 NEW
35 CB 0.72% 10,881 $3M $289.72 +10,881 NEW
36 JNJ 0.70% 20,065 $3M $152.75 -$824K -3,503 -14.9%
37 FTV 0.68% 57,110 $3M $52.13 +57,110 NEW
38 IGV 0.66% 26,173 $3M $109.50 +26,173 NEW
39 HON 0.62% 11,678 $3M $232.88 +11,678 NEW
40 XLU 0.59% 31,346 $3M $81.66 +31,346 NEW
41 WM 0.59% 11,181 $3M $228.82 $2M +9,006 +414.1%
42 MDY 0.58% 4,448 $3M $566.48 +4,448 NEW
43 SYK 0.57% 6,270 $2M $395.63 $2M +5,114 +442.4%
44 T 0.56% 84,813 $2M $28.94 +84,813 NEW
45 HBAN 0.55% 142,356 $2M $16.76 +142,356 NEW
46 MS 0.51% 15,889 $2M $140.86 -$2M -12,204 -43.4%
47 DOW 0.49% 81,087 $2M $26.48 $2M +76,970 +1869.6%
48 GD 0.49% 7,249 $2M $291.66 +7,249 NEW
49 IDXX 0.48% 3,930 $2M $536.34 $2M +3,699 +1601.3%
50 CPB 0.48% 68,683 $2M $30.65 $730K +34,357 +100.1%
51 CVX 0.47% 14,319 $2M $143.19 $2M +13,632 +1984.3%
52 LOW 0.47% 9,161 $2M $221.87 $2M +7,885 +618.0%
53 IRM 0.46% 19,478 $2M $102.57 +19,478 NEW
54 HLI 0.45% 10,911 $2M $179.95 +10,911 NEW
55 RS 0.44% 6,177 $2M $313.90 +6,177 NEW
56 HCA 0.43% 4,843 $2M $383.10 +4,843 NEW
57 KR 0.42% 25,798 $2M $71.73 $2M +22,333 +644.5%
58 LMT 0.42% 3,994 $2M $463.14 +3,994 NEW
59 MA 0.42% 3,263 $2M $561.94 +3,263 NEW
60 MKC 0.41% 23,499 $2M $75.82 +23,499 NEW
61 STLD 0.41% 13,811 $2M $128.01 +13,811 NEW
62 DPZ 0.40% 3,915 $2M $450.60 $2M +3,713 +1838.1%
63 CAG 0.40% 85,395 $2M $20.47 -$87K +13,545 +18.9%
64 JBL 0.40% 7,950 $2M $218.10 +7,950 NEW
65 EXE 0.39% 14,558 $2M $116.94 +14,558 NEW
66 FDS 0.39% 3,758 $2M $447.28 +3,758 NEW
67 LEN 0.37% 14,765 $2M $110.61 +14,765 NEW
68 DCI 0.37% 23,516 $2M $69.35 $347K +4,932 +26.5%
69 BX 0.37% 10,815 $2M $149.58 +10,815 NEW
70 GRMN 0.37% 7,741 $2M $208.72 +7,741 NEW
71 SPY 0.37% 2,592 $2M $617.85 +2,592 NEW
72 ARES 0.34% 8,669 $2M $173.20 $1M +8,273 +2089.1%
73 ROST 0.34% 11,719 $1M $127.58 -$1M -7,371 -38.6%
74 CSX 0.32% 42,967 $1M $32.63 $1M +37,551 +693.3%
75 LNT 0.32% 23,096 $1M $60.47 +23,096 NEW
76 DKNG 0.32% 32,275 $1M $42.89 +32,275 NEW
77 SSB 0.31% 14,692 $1M $92.03 $1M +13,499 +1131.5%
78 MCD 0.31% 4,559 $1M $292.17 $1M +3,890 +581.5%
79 COST 0.30% 1,323 $1M $989.94 $1M +1,166 +742.7%
80 WFC 0.30% 16,120 $1M $80.12 +16,120 NEW
81 MAR 0.29% 4,697 $1M $273.21 +4,697 NEW
82 ITA 0.28% 6,542 $1M $188.64 -$121K -2,214 -25.3%
83 PNC 0.28% 6,591 $1M $186.42 $465K +2,614 +65.7%
84 BYD 0.28% 15,677 $1M $78.23 $1M +12,747 +435.1%
85 OIH 0.28% 5,248 $1M $230.29 +5,248 NEW
86 KMX 0.27% 17,723 $1M $67.21 $1M +16,488 +1335.1%
87 AZO 0.27% 318 $1M $3,712.23 $835K +219 +221.2%
88 CTRI 0.26% 49,867 $1M $22.44 $1M +48,783 +4500.3%
89 MLI 0.26% 14,038 $1M $79.47 $1M +12,941 +1179.7%
90 KBR 0.25% 22,877 $1M $47.94 +22,877 NEW
91 MO 0.25% 18,676 $1M $58.63 $854K +14,366 +333.3%
92 PRMB 0.25% 36,483 $1M $29.62 +36,483 NEW
93 DE 0.25% 2,111 $1M $508.49 $369K +645 +44.0%
94 EQR 0.25% 15,881 $1M $67.49 $817K +12,442 +361.8%
95 XLV 0.25% 7,932 $1M $134.79 -$3M -16,592 -67.7%
96 NRG 0.25% 6,651 $1M $160.58 +6,651 NEW
97 IDA 0.24% 9,180 $1M $115.45 $935K +8,120 +766.0%
98 NCLH 0.24% 52,034 $1M $20.28 -$620K -21,704 -29.4%
99 ANTM 0.24% 2,705 $1M $388.96 $1M +2,582 +2099.2%
100 EQIX 0.24% 1,308 $1M $795.47 -$259K -128 -8.9%

New Positions

SymbolValue% Port
PLTR $14M 3.19%
ARKK $6M 1.47%
IYR $6M 1.36%
QCOM $5M 1.25%
APP $5M 1.18%
CAT $5M 1.18%
KRE $5M 1.13%
LIN $5M 1.12%
APO $5M 1.12%
CCL $5M 1.05%
JPM $5M 1.05%
NU $4M 0.97%
WMB $4M 0.93%
ODFL $4M 0.88%
AMAT $4M 0.87%

Sold Out Positions

SymbolValue% Port
EQBK —%
ABM —%
ABT —%
YUM —%
AVB —%
BKD —%
ALB —%
APAM —%
IBP —%
ACN —%
ATR —%
ATEN —%
DIS —%
TMHC —%
UNFI —%
View SEC EDGAR Filings for Aster Capital Management (DIFC) Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms