Arkolith/Funds/Aristotle Atlantic Partners, LLC

Aristotle Atlantic Partners, LLC

CIK: 1697267Q1 2026
Active Filer
Portfolio Value
$2.1B
Positions
190
New Buys
37
4 sold
Changes
92 ↑ / 48 ↓

Top HoldingsQ1 2026

190 total positions
#SecurityValueShares% PortChangeΔ Shares
1NVIDIA CORPORATION
COM
$146.9M842.2K6.9%
ADDED
+464.2K
2MICROSOFT CORP
COM
$105.3M284.4K4.9%
ADDED
+234.0K
3ALPHABET INC
CAP STK CL A
$102.6M356.6K4.8%
ADDED
+352.5K
4APPLE INC
COM
$97.2M383.1K4.6%
ADDED
+358.2K
5AMAZON COM INC
COM
$79.9M383.6K3.7%
ADDED
+348.1K
6BROADCOM INC
COM
$73.4M237.3K3.4%
ADDED
+223.0K
7MERCK & CO INC
COM
$66.5M552.5K3.1%
ADDED
+55.9K
8NVIDIA CORPORATION
COM
$63.5M364.3K3.0%
REDUCED
-13,679
9META PLATFORMS INC
CL A
$57.6M100.6K2.7%
ADDED
+99.6K
10DARLING INGREDIENTS INC
COM
$44.8M723.5K2.1%
ADDED
+716.7K
11VISA INC
COM CL A
$43.9M145.2K2.1%
ADDED
+135.6K
12EXXON MOBIL CORP
COM
$43.7M257.5K2.0%
ADDED
+6.0K
13
TRANE TECHNOLOGIES PLC
SHS
$42.1M101.0K2.0%
REDUCED
-4,933
14JPMORGAN CHASE & CO
COM
$35.7M121.2K1.7%
ADDED
+29.1K
15GUARDANT HEALTH INC
COM
$34.7M375.1K1.6%
ADDED
+307.8K
16
CHUBB LTD SWITZ
COM
$34.4M105.7K1.6%
REDUCED
-3,781
17ANALOG DEVICES INC
COM
$34.1M107.0K1.6%
REDUCED
-18,454
18NORFOLK SOUTHN CORP
COM
$31.7M110.5K1.5%
ADDED
+110.5K
19APPLIED MATLS INC
COM
$29.5M86.3K1.4%
ADDED
+36.3K
20INTERCONTINENTAL EXCHANGE IN
COM
$29.4M187.2K1.4%
REDUCED
-7,275
21AMETEK INC
COM
$28.1M131.0K1.3%
ADDED
+9.7K
22NETFLIX INC.
COM
$27.7M288.0K1.3%
ADDED
+287.7K
23JPMORGAN CHASE & CO
COM
$27.4M93.2K1.3%
ADDED
+1.1K
24COSTCO WHOLESALE CORPORATION
COM
$27.4M27.5K1.3%
ADDED
+25.6K
25OREILLY AUTOMOTIVE INC
COM
$27.2M295.0K1.3%
ADDED
+288.7K
Showing top 25 of 190 positions

Filing History

Q1 2026186 pos
$2.1B
Q4 2025130 pos
$2.2B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 15, 2026