Holders — by stockHoldings — by fund
Aristotle Atlantic Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001697267
$2.41B
disclosed book value
117
positions
9.4%
largest position share
Positions, as of 2026-06-30
top 100 of 117 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.1M | $227.6M | 9.4% |
| 2 | GOOGLALPHABET INC | 382,883 | $136.8M | 5.7% |
| 3 | MSFTMICROSOFT CORP | 305,595 | $114.0M | 4.7% |
| 4 | AAPLAPPLE INC | 388,154 | $112.3M | 4.7% |
| 5 | AMZNAMAZON COM INC | 409,278 | $97.5M | 4% |
| 6 | AVGOBROADCOM INC | 238,661 | $90.2M | 3.7% |
| 7 | AMATAPPLIED MATLS INC | 111,309 | $80.5M | 3.3% |
| 8 | JPMJPMORGAN CHASE & CO | 217,720 | $71.3M | 3% |
| 9 | MRKMERCK & CO INC | 546,486 | $70.2M | 2.9% |
| 10 | GHGUARDANT HEALTH INC | 442,816 | $66.4M | 2.8% |
| 11 | AMEAMETEK INC | 241,588 | $58.4M | 2.4% |
| 12 | METAMETA PLATFORMS INC | 100,496 | $56.6M | 2.3% |
| 13 | AMDADVANCED MICRO DEVICES INC | 96,502 | $56.1M | 2.3% |
| 14 | VVISA INC | 153,015 | $52.5M | 2.2% |
| 15 | TTTRANE TECHNOLOGIES PLC | 104,149 | $51.2M | 2.1% |
| 16 | TECHBIO-TECHNE CORP | 659,537 | $46.6M | 1.9% |
| 17 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1.8M | $39.4M | 1.6% |
| 18 | ADIANALOG DEVICES INC | 98,981 | $39.3M | 1.6% |
| 19 | XOMEXXON MOBIL CORP | 281,060 | $38.4M | 1.6% |
| 20 | CBCHUBB LIMITED | 108,588 | $37.0M | 1.5% |
| 21 | NSCNORFOLK SOUTHN CORP | 117,388 | $36.9M | 1.5% |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 71,389 | $35.8M | 1.5% |
| 23 | LLYELI LILLY & CO | 27,877 | $33.4M | 1.4% |
| 24 | DARDARLING INGREDIENTS INC | 583,580 | $31.9M | 1.3% |
| 25 | PHPARKER-HANNIFIN CORP | 30,000 | $29.3M | 1.2% |
| 26 | MARMARRIOTT INTL INC NEW | 78,489 | $29.1M | 1.2% |
| 27 | HDHOME DEPOT INC | 80,908 | $28.5M | 1.2% |
| 28 | CRWDCROWDSTRIKE HLDGS INC | 37,122 | $28.3M | 1.2% |
| 29 | ORLYOREILLY AUTOMOTIVE INC | 300,864 | $27.7M | 1.1% |
| 30 | COSTCOSTCO WHOLESALE CORPORATION | 28,833 | $27.0M | 1.1% |
| 31 | AMPAMERIPRISE FINL INC | 56,761 | $26.0M | 1.1% |
| 32 | BACBANK OF AMER CORP | 452,976 | $25.8M | 1.1% |
| 33 | ICEINTERCONTINENTAL EXCHANGE IN | 197,112 | $24.3M | 1% |
| 34 | GMGENERAL MTRS CO | 313,752 | $24.2M | 1% |
| 35 | ORCLORACLE CORP | 163,238 | $23.9M | 1% |
| 36 | DXCMDEXCOM INC | 349,417 | $23.5M | 1% |
| 37 | COHRCOHERENT CORP | 58,737 | $23.2M | 1% |
| 38 | UNPUNION PAC CORP | 83,150 | $22.6M | 0.9% |
| 39 | AVYAVERY DENNISON CORP | 136,777 | $22.2M | 0.9% |
| 40 | AWKAMERICAN WTR WKS CO INC NEW | 162,970 | $21.4M | 0.9% |
| 41 | NFLXNETFLIX INC. | 294,635 | $21.0M | 0.9% |
| 42 | PLDPROLOGIS INC. | 154,692 | $21.0M | 0.9% |
| 43 | APGAPI GROUP CORP | 466,768 | $19.8M | 0.8% |
| 44 | VRTXVERTEX PHARMACEUTICALS INC | 37,489 | $18.6M | 0.8% |
| 45 | BKRBAKER HUGHES COMPANY | 288,225 | $16.0M | 0.7% |
| 46 | GEGE AEROSPACE | 38,534 | $14.4M | 0.6% |
| 47 | MUMICRON TECHNOLOGY INC | 12,299 | $14.2M | 0.6% |
| 48 | ARANTERO RESOURCES CORP | 323,161 | $11.4M | 0.5% |
| 49 | NEENEXTERA ENERGY INC | 127,131 | $11.2M | 0.5% |
| 50 | MUSAMURPHY USA INC | 20,038 | $10.8M | 0.4% |
| 51 | CITHE CIGNA GROUP | 39,072 | $10.8M | 0.4% |
| 52 | KLACKLA CORP | 30,371 | $9.2M | 0.4% |
| 53 | MURMURPHY OIL CORP | 259,455 | $8.4M | 0.4% |
| 54 | TEMTEMPUS AI INC | 135,308 | $7.8M | 0.3% |
| 55 | AMTAMERICAN TOWER CORP | 42,000 | $6.9M | 0.3% |
| 56 | PWRQUANTA SVCS INC | 8,755 | $6.3M | 0.3% |
| 57 | CEGCONSTELLATION ENERGY CORP | 24,210 | $6.0M | 0.2% |
| 58 | RYNRAYONIER INC | 275,794 | $5.9M | 0.2% |
| 59 | SNDKSANDISK CORP | 2,520 | $5.7M | 0.2% |
| 60 | WDCWESTERN DIGITAL CORP | 8,598 | $5.5M | 0.2% |
| 61 | GOOGALPHABET INC | 14,455 | $5.1M | 0.2% |
| 62 | HONHONEYWELL INTL INC | 21,110 | $4.7M | 0.2% |
| 63 | HONAHONEYWELL AEROSPACE INC | 21,110 | $4.7M | 0.2% |
| 64 | COOCOOPER COS INC | 64,000 | $4.6M | 0.2% |
| 65 | APHAMPHENOL CORP | 25,714 | $4.5M | 0.2% |
| 66 | ROPROPER TECHNOLOGIES INC | 13,050 | $4.4M | 0.2% |
| 67 | PFGCPERFORMANCE FOOD GROUP CO | 36,956 | $4.1M | 0.2% |
| 68 | TELTE CONNECTIVITY PLC | 20,000 | $4.0M | 0.2% |
| 69 | SPGIS&P GLOBAL INC | 8,634 | $3.5M | 0.1% |
| 70 | COINCOINBASE GLOBAL INC | 23,459 | $3.4M | 0.1% |
| 71 | TDGTRANSDIGM GROUP INC | 2,500 | $3.3M | 0.1% |
| 72 | SNOWSNOWFLAKE INC | 12,604 | $3.2M | 0.1% |
| 73 | NOWSERVICENOW INC | 30,638 | $3.0M | 0.1% |
| 74 | TSLATESLA INC | 6,572 | $2.8M | 0.1% |
| 75 | IMNMIMMUNOME INC | 122,675 | $2.6M | 0.1% |
| 76 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 9,804 | $2.5M | 0.1% |
| 77 | PANWPALO ALTO NETWORKS INC | 6,600 | $2.3M | 0.1% |
| 78 | FIXCOMFORT SYS USA INC | 1,068 | $2.1M | 0.1% |
| 79 | PGPROCTER & GAMBLE CO | 11,720 | $1.7M | 0.1% |
| 80 | WMTWALMART INC | 14,715 | $1.7M | 0.1% |
| 81 | MCKMCKESSON CORP | 2,000 | $1.5M | 0.1% |
| 82 | AMGNAMGEN INC | 4,000 | $1.4M | 0.1% |
| 83 | HWMHOWMET AEROSPACE INC | 5,059 | $1.4M | 0.1% |
| 84 | UBERUBER TECHNOLOGIES INC | 17,665 | $1.3M | 0.1% |
| 85 | KOCOCA COLA CO | 14,000 | $1.1M | 0% |
| 86 | CLCOLGATE PALMOLIVE CO | 12,000 | $1.1M | 0% |
| 87 | BSXBOSTON SCIENTIFIC CORP | 25,400 | $1.1M | 0% |
| 88 | BMYBRISTOL-MYERS SQUIBB CO | 18,600 | $1.1M | 0% |
| 89 | RVMDREVOLUTION MEDICINES INC | 5,237 | $980,785 | 0% |
| 90 | WECWEC ENERGY GROUP INC | 7,941 | $927,271 | 0% |
| 91 | QCOMQUALCOMM INC | 4,500 | $831,555 | 0% |
| 92 | COFCAPITAL ONE FINL CORP | 4,076 | $817,727 | 0% |
| 93 | ENBENBRIDGE INC | 14,992 | $812,716 | 0% |
| 94 | PNCPNC FINL SVCS GROUP INC | 3,000 | $738,660 | 0% |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 2,400 | $674,904 | 0% |
| 96 | CSCOCISCO SYS INC | 5,000 | $587,300 | 0% |
| 97 | RTXRTX CORPORATION | 3,000 | $569,190 | 0% |
| 98 | ECLECOLAB INC | 2,000 | $557,220 | 0% |
| 99 | AEPAMERICAN ELEC PWR CO INC | 4,000 | $547,240 | 0% |
| 100 | PEPPEPSICO INC | 4,000 | $541,600 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.