Aristotle Atlantic Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Aristotle Atlantic Partners, LLC held in its portfolio 90 assets valued at $2,185,847,477 (i.e. $2.19B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($227.62M), MICROSOFT CORP ($162.52M), and APPLE INC ($121.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aristotle Atlantic Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 1220470 | 227617580 | COM |
| MICROSOFT CORP | 336058 | 162524409 | COM |
| APPLE INC | 445100 | 121004826 | COM |
| ALPHABET INC | 356524 | 111591881 | CAP STK CL A |
| AMAZON COM INC | 421539 | 97299632 | COM |
| BROADCOM INC | 247404 | 85626438 | COM |
| JPMORGAN CHASE & CO. | 217852 | 70196334 | COM |
| META PLATFORMS INC | 102808 | 67862533 | CL A |
| VISA INC | 156218 | 54787112 | COM CL A |
| MERCK & CO INC | 496610 | 52273169 | COM |
| GUARDANT HEALTH INC | 494386 | 50496586 | COM |
| AMETEK INC | 233475 | 47934720 | COM |
| THERMO FISHER SCIENTIFIC INC | 73608 | 42652409 | COM |
| TRANE TECHNOLOGIES PLC | 105895 | 41214433 | SHS |
| BIO-TECHNE CORP | 636823 | 37451560 | COM |
| CHUBB LIMITED | 109477 | 34170104 | COM |
| ANALOG DEVICES INC | 125485 | 34031532 | COM |
| NORFOLK SOUTHN CORP | 113817 | 32861373 | COM |
| INTERCONTINENTAL EXCHANGE IN | 194429 | 31489733 | COM |
| ELI LILLY & CO | 28594 | 30729400 | COM |
| EXXON MOBIL CORP | 251482 | 30263344 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 1842444 | 29921291 | COM |
| OREILLY AUTOMOTIVE INC | 308070 | 28099065 | COM |
| NETFLIX INC | 295829 | 27736927 | COM |
| HOME DEPOT INC | 80478 | 27692547 | COM |
| DARLING INGREDIENTS INC | 750162 | 27005832 | COM |
| AMERIPRISE FINL INC | 53334 | 26151687 | COM |
| GENERAL MTRS CO | 316490 | 25737002 | COM |
| COSTCO WHSL CORP NEW | 29229 | 25204956 | COM |
| BANK AMERICA CORP | 452265 | 24874594 | COM |
| AVERY DENNISON CORP | 135758 | 24691719 | COM |
| PARKER-HANNIFIN CORP | 28000 | 24610880 | COM |
| MARRIOTT INTL INC NEW | 77344 | 23995094 | CL A |
| NEXTERA ENERGY INC | 288920 | 23194491 | COM |
| ORACLE CORP | 108139 | 21077380 | COM |
| UNION PAC CORP | 88750 | 20529650 | COM |
| BOSTON SCIENTIFIC CORP | 211040 | 20122664 | COM |
| PROLOGIS INC. | 152830 | 19510277 | COM |
| ANTERO RESOURCES CORP | 565039 | 19471244 | COM |
| API GROUP CORP | 474756 | 18164165 | COM STK |
| VERTEX PHARMACEUTICALS INC | 38391 | 17404944 | COM |
| CROWDSTRIKE HLDGS INC | 36356 | 17042239 | CL A |
| DEXCOM INC | 235611 | 15637502 | COM |
| AMPHENOL CORP NEW | 113678 | 15362445 | CL A |
| ROPER TECHNOLOGIES INC | 32830 | 14613618 | COM |
| APPLIED MATLS INC | 49925 | 12830160 | COM |
| GE AEROSPACE | 37486 | 11546813 | COM NEW |
| MURPHY USA INC | 27638 | 11152486 | COM |
| BAKER HUGHES COMPANY | 244817 | 11148966 | CL A |
| THE CIGNA GROUP | 39354 | 10831357 | COM |
| AMERICAN WTR WKS CO INC NEW | 71671 | 9353005 | COM |
| SYNOPSYS INC | 19743 | 9273682 | COM |
| HONEYWELL INTL INC | 42218 | 8236367 | COM |
| MURPHY OIL CORP | 251455 | 7857969 | COM |
| ALPHABET INC | 23518 | 7379948 | CAP STK CL C |
| AMERICAN TOWER CORP NEW | 40000 | 7022800 | COM |
| POTLATCHDELTIC CORPORATION | 151661 | 6033075 | COM |
| CONSTELLATION ENERGY CORP | 15636 | 5523730 | COM |
| COINBASE GLOBAL INC | 24216 | 5476206 | COM CL A |
| SERVICENOW INC | 35115 | 5379267 | COM |
| COOPER COS INC | 64000 | 5245440 | COM |
| S&P GLOBAL INC | 9604 | 5018955 | COM |
| TE CONNECTIVITY PLC | 20000 | 4550200 | ORD SHS |
| KLA CORP | 3495 | 4246705 | COM NEW |
| QUANTA SVCS INC | 9833 | 4150116 | COM |
| TESLA INC | 7474 | 3361207 | COM |
| PERFORMANCE FOOD GROUP CO | 36843 | 3312923 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 11237 | 2877009 | COM |
| SHOPIFY INC | 15039 | 2420828 | CL A SUB VTG SHS |
| ABBOTT LABS | 19050 | 2386775 | COM |
| SNOWFLAKE INC | 7760 | 1702234 | COM SHS |
| UBER TECHNOLOGIES INC | 20043 | 1637714 | COM |
| ADVANCED MICRO DEVICES INC | 7505 | 1607271 | COM |
| HUBSPOT INC | 3963 | 1590352 | COM |
| PALO ALTO NETWORKS INC | 6600 | 1215720 | COM |
| HOWMET AEROSPACE INC | 5741 | 1177020 | COM |
| COMFORT SYS USA INC | 1210 | 1129281 | COM |
| COCA COLA CO | 14000 | 978740 | COM |
| PROCTER AND GAMBLE CO | 6720 | 963043 | COM |
| WEC ENERGY GROUP INC | 7941 | 837458 | COM |
| REVOLUTION MEDICINES INC | 10410 | 829157 | COM |
| INTERNATIONAL BUSINESS MACHS | 2400 | 710904 | COM |
| QUALCOMM INC | 3000 | 513150 | COM |
| SPX TECHNOLOGIES INC | 2442 | 488547 | COM |
| CHART INDS INC | 2300 | 474329 | COM |
| IDEXX LABS INC | 600 | 405918 | COM |
| JOHNSON & JOHNSON | 1500 | 310425 | COM |
| DOVER CORP | 1400 | 273336 | COM |
| DANAHER CORPORATION | 1000 | 228920 | COM |
| EXPEDIA GROUP INC | 800 | 226648 | COM NEW |
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