Aspect Management, LLC
Long book
$223.5M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsAspect Management, LLC is a diversified fundamental manager, specialised in financials (100% of the long book), running a $223.5M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: CHIME FINANCIAL INC-CL A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-25.6%
Q1 2026
+11.4%
Sector allocation
Financials 100%
Long book by quarter
What does Aspect Management, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CHYM CHIME FINANCIAL INC-CL A | Financials | 11.9M | $223.5M | 100.0% | Held |