Aristotle Atlantic Partners, LLC
Q2 2026 13F filing
Updated 28 days ago186 disclosed positions worth $2.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $162.6M | 812.5K | 6.74% | — |
| 2 | G GOOGN ALPHABET INC | $126.3M | 353.5K | 5.24% | — |
| 3 | A AAPL APPLE INC | $97.3M | 336.1K | 4.03% | — |
| 4 | M MSFT MICROSOFT CORP | $90.6M | 243.0K | 3.76% | — |
| 5 | A AMZN AMAZON COM INC | $88.7M | 372.1K | 3.68% | — |
| 6 | A AVGO BROADCOM INC | $84.3M | 223.1K | 3.49% | — |
| 7 | A AMAT APPLIED MATLS INC | $71.2M | 98.5K | 2.95% | — |
| 8 | M MRK MERCK & CO INC | $70.2M | 546.5K | 2.91% | — |
| 9 | N NVDA NVIDIA CORPORATION | $65M | 325.1K | 2.70% | — |
| 10 | M META META PLATFORMS INC | $55.8M | 99.0K | 2.31% | — |
| 11 | G GH GUARDANT HEALTH INC | $55.7M | 371.5K | 2.31% | — |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $52.2M | 89.8K | 2.16% | — |
| 13 | T TT TRANE TECHNOLOGIES PLC | $51M | 103.9K | 2.12% | — |
| 14 | V V VISA INC | $48.6M | 141.8K | 2.02% | — |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $40.7M | 124.3K | 1.69% | — |
| 16 | A ADI ANALOG DEVICES INC | $38.7M | 97.6K | 1.61% | — |
| 17 | T TECH BIO-TECHNE CORP | $38.5M | 545.0K | 1.60% | — |
| 18 | C CB CHUBB LIMITED | $36.9M | 108.3K | 1.53% | — |
| 19 | N NSC NORFOLK SOUTHN CORP | $34.9M | 111.0K | 1.45% | — |
| 20 | X XOM EXXON MOBIL CORP | $33.9M | 248.0K | 1.41% | — |
| 21 | A ADPT ADAPTIVE BIOTECHNOLOGIES COR | $31.9M | 1.49M | 1.32% | — |
| 22 | A AME AMETEK INC | $31.8M | 131.4K | 1.32% | — |
| 23 | D DAR DARLING INGREDIENTS INC | $31.1M | 570.0K | 1.29% | — |
| 24 | L LLY ELI LILLY & CO | $31.1M | 26.0K | 1.29% | — |
| 25 | J JPM-PM JPMORGAN CHASE & CO | $30.6M | 93.4K | 1.27% | — |
| 26 | P PH PARKER-HANNIFIN CORP | $29.3M | 30.0K | 1.22% | — |
| 27 | M MAR MARRIOTT INTL INC NEW | $28.3M | 76.4K | 1.17% | — |
| 28 | C CRWD CROWDSTRIKE HLDGS INC | $27.2M | 35.7K | 1.13% | — |
| 29 | O ORLY OREILLY AUTOMOTIVE INC | $27M | 293.7K | 1.12% | — |
| 30 | H HD HOME DEPOT INC | $26.7M | 75.6K | 1.11% | — |
| 31 | A AME AMETEK INC | $26.7M | 110.2K | 1.11% | — |
| 32 | B BAC-PS BANK OF AMER CORP | $25.4M | 445.8K | 1.05% | — |
| 33 | C COST COSTCO WHOLESALE CORPORATION | $25.1M | 26.8K | 1.04% | — |
| 34 | G GM GENERAL MTRS CO | $24.1M | 312.9K | 1.00% | — |
| 35 | A AMP AMERIPRISE FINL INC | $23.9M | 52.2K | 0.99% | — |
| 36 | I ICE INTERCONTINENTAL EXCHANGE IN | $23.6M | 192.0K | 0.98% | — |
| 37 | M MSFT MICROSOFT CORP | $23.3M | 62.6K | 0.97% | — |
| 38 | T TMO THERMO FISHER SCIENTIFIC INC | $23.2M | 46.2K | 0.96% | — |
| 39 | O ORCL-PD ORACLE CORP | $22.9M | 156.2K | 0.95% | — |
| 40 | C COHR COHERENT CORP | $22.6M | 57.4K | 0.94% | — |
| 41 | U UNP UNION PAC CORP | $22.6M | 83.2K | 0.94% | — |
| 42 | A AVY AVERY DENNISON CORP | $21.9M | 134.9K | 0.91% | — |
| 43 | A AWK AMERICAN WTR WKS CO INC NEW | $21.2M | 160.9K | 0.88% | — |
| 44 | N NFLX NETFLIX INC. | $20.5M | 286.9K | 0.85% | — |
| 45 | D DXCM DEXCOM INC | $20.3M | 301.6K | 0.84% | — |
| 46 | P PLDGP PROLOGIS INC. | $19.9M | 147.0K | 0.83% | — |
| 47 | A APG API GROUP CORP | $19.7M | 465.8K | 0.82% | — |
| 48 | V VRTX VERTEX PHARMACEUTICALS INC | $18.2M | 36.7K | 0.76% | — |
| 49 | B BKR BAKER HUGHES COMPANY | $15.9M | 286.9K | 0.66% | — |
| 50 | A AAPL APPLE INC | $15.1M | 52.1K | 0.62% | — |