EdgeMarket › What Aristotle Atlantic Partners, Llc reported owning
What Aristotle Atlantic Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
119Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 210.4M | 9.9% | 1.2M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 128.4M | 6.0% | 346.8K | 483.24 | -4.4% |
| AAPL Apple Inc. | 110.3M | 5.2% | 434.4K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 109.5M | 5.1% | 380.9K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 87.4M | 4.1% | 419.6K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 78.6M | 3.7% | 254.1K | 368.45 | +26.5% |
| MRK Merck & Co., Inc. | 66.5M | 3.1% | 552.5K | 152.55 | +80.2% |
| JPM JPMORGAN CHASE & CO | 63.1M | 3.0% | 214.4K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 58.2M | 2.7% | 101.8K | 549.90 | -26.5% |
| AME AMETEK INC/ | 52.2M | 2.4% | 243.7K | 239.55 | +30.7% |
| V VISA INC. | 47.2M | 2.2% | 156.0K | 371.04 | +7.9% |
| DAR DARLING INGREDIENTS INC. | 45.5M | 2.1% | 735.5K | 65.74 | +113.4% |
| XOM ExxonMobil Holdings Corp | 43.7M | 2.0% | 257.5K | 165.11 | +52.1% |
| TT Trane Technologies plc | 42.1M | 2.0% | 101.0K | 453.43 | +6.4% |
| GH Guardant Health, Inc. | 41.2M | 1.9% | 445.5K | 170.69 | +191.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 34.9M | 1.6% | 71.0K | 629.27 | +27.2% |
| CB Chubb Ltd | 34.5M | 1.6% | 105.8K | 340.99 | +21.9% |
| ADI ANALOG DEVICES INC | 34.4M | 1.6% | 108.2K | 373.09 | +52.4% |
| NSC NORFOLK SOUTHERN CORP | 33.5M | 1.6% | 116.7K | 350.72 | +22.8% |
| AMAT APPLIED MATERIALS INC /DE | 33.1M | 1.6% | 97.0K | 492.32 | +205.9% |
| TECH BIO-TECHNE Corp | 32.0M | 1.5% | 612.8K | 72.32 | +33.1% |
| ICE Intercontinental Exchange, Inc. | 29.7M | 1.4% | 189.0K | 161.25 | -11.1% |
| COST COSTCO WHOLESALE CORP /NEW | 29.3M | 1.4% | 29.4K | 947.74 | -4.7% |
| NFLX NETFLIX INC | 28.4M | 1.3% | 295.1K | 79.59 | -34.4% |
| ORLY O REILLY AUTOMOTIVE INC | 27.8M | 1.3% | 301.4K | 89.11 | -14.3% |
| HD HOME DEPOT, INC. | 27.1M | 1.3% | 82.3K | 335.61 | -16.5% |
| PH Parker-Hannifin Corp | 26.9M | 1.3% | 30.0K | 1,001.74 | +34.8% |
| LLY ELI LILLY & Co | 26.1M | 1.2% | 28.4K | 1,255.40 | +78.0% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 25.0M | 1.2% | 76.5K | 356.39 | +35.2% |
| AMP AMERIPRISE FINANCIAL INC | 24.2M | 1.1% | 54.5K | 555.59 | +9.9% |
| ADPT Adaptive Biotechnologies Corp | 23.8M | 1.1% | 1.7M | 25.99 | +111.4% |
| AVY Avery Dennison Corp | 23.0M | 1.1% | 133.3K | 183.71 | +4.6% |
| GM General Motors Co | 22.8M | 1.1% | 305.6K | 87.93 | +54.9% |
| UNP UNION PACIFIC CORP | 22.6M | 1.1% | 93.2K | 308.05 | +36.5% |
| BAC BANK OF AMERICA CORP /DE/ | 21.5M | 1.0% | 440.7K | 61.69 | +27.6% |
| AWK American Water Works Company, Inc. | 21.5M | 1.0% | 157.8K | 135.39 | -7.0% |
| CRWD CrowdStrike Holdings, Inc. | 21.4M | 1.0% | 54.9K | 191.95 | +83.2% |
| PLD Prologis, Inc. | 20.1M | 0.9% | 152.2K | 141.80 | +28.7% |
| AR ANTERO RESOURCES Corp | 19.8M | 0.9% | 466.6K | 37.94 | +24.1% |
| APG APi Group Corp | 18.3M | 0.9% | 452.0K | 41.16 | +16.2% |
| BKR Baker Hughes Co | 17.3M | 0.8% | 282.8K | 62.34 | +45.5% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 16.8M | 0.8% | 37.5K | 548.05 | +39.0% |
| DXCM DEXCOM INC | 15.8M | 0.7% | 251.5K | 92.34 | +13.1% |
| BSX BOSTON SCIENTIFIC CORP | 14.0M | 0.7% | 223.5K | 50.37 | -52.5% |
| APH AMPHENOL CORP /DE/ | 13.8M | 0.6% | 109.3K | 157.01 | +44.5% |
| NEE NEXTERA ENERGY INC | 13.8M | 0.6% | 148.2K | 83.65 | +9.8% |
| ORCL ORACLE CORP | 11.9M | 0.6% | 81.0K | 146.47 | -37.7% |
| MUSA Murphy USA Inc. | 11.0M | 0.5% | 22.2K | 569.72 | +44.5% |
| MUR MURPHY OIL CORP | 10.7M | 0.5% | 259.5K | 37.41 | +68.4% |
| GE GENERAL ELECTRIC CO | 10.5M | 0.5% | 36.9K | 348.37 | +30.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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