KIM LLC’s Aspen Aerogels ASPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$77.9M Hold
12,280,426
7.76% 4
2026
Q1
$42M Hold
12,280,426
4.3% 5
2025
Q4
$34.8M Hold
12,280,426
2.81% 7
2025
Q3
$85.5M Hold
12,280,426
7.46% 3
2025
Q2
$72.7M Hold
12,280,426
6.89% 5
2025
Q1
$78.5M Hold
12,280,426
9.04% 4
2024
Q4
$146M Hold
12,280,426
18.39% 1
2024
Q3
$342M Hold
12,280,426
34.55% 1
2024
Q2
$293M Sell
12,280,426
-3,500,000
-22% -$82.2M 26.17% 1
2024
Q1
$278M Hold
15,780,426
29.36% 1
2023
Q4
$249M Hold
15,780,426
25.44% 1
2023
Q3
$136M Hold
15,780,426
13.7% 2
2023
Q2
$125M Hold
15,780,426
10.65% 2
2023
Q1
$118M Hold
15,780,426
8.19% 2
2022
Q4
$186M Buy
15,780,426
+10,526,316
+200% +$120M 10.28% 1
2022
Q3
$48.4M Hold
5,254,110
2.26% 4
2022
Q2
$51.9M Buy
+5,254,110
New +$106M 2.49% 5

Other funds holding ASPN

KIM LLC's ASPN Position: Q2 2026 in Review

KIM LLC held its Aspen Aerogels (ASPN) position steady in Q2 2026 at 12,280,426 shares worth $77.9M. The position accounts for 7.76% of the portfolio, ranked #4.

KIM LLC first reported a position in ASPN in Q2 2022 and has held it in 17 quarters since. The position peaked at $342M in Q3 2024. 180 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • KIM LLC held 12,280,426 shares of Aspen Aerogels worth $77.9M as of Q2 2026.
  • KIM LLC left its Aspen Aerogels share count unchanged in Q2 2026.
  • Aspen Aerogels made up 7.76% of KIM LLC's portfolio in Q2 2026, its #4 holding.
  • KIM LLC first reported a position in Aspen Aerogels in Q2 2022 and has held it in 17 quarters since.
  • KIM LLC's Aspen Aerogels position peaked at $342M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on KIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.