SEC Form 13F

Aristotle Atlantic Partners, LLC 13F Holdings

Inspect Aristotle Atlantic Partners, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$2,411,853,560
Positions
117

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Step 1 of 3

Disclosed positions

Aristotle Atlantic Partners, LLC: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$227,621,903
Reported amount
1,137,598
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001398344-26-014464
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Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions
NVIDIA CORPORATIONNVDACOM$227,621,9031,137,598SHNone
ALPHABET INCGOOGLCAP STK CL A$136,830,774382,883SHNone
MICROSOFT CORPMSFTCOM$113,993,077305,595SHNone
APPLE INCAAPLCOM$112,316,177388,154SHNone
AMAZON COM INCAMZNCOM$97,547,318409,278SHNone
BROADCOM INCAVGOCOM$90,154,098238,661SHNone
APPLIED MATLS INCAMATCOM$80,476,222111,309SHNone
JPMORGAN CHASE & COJPMCOM$71,266,351217,720SHNone
MERCK & CO INCMRKCOM$70,223,451546,486SHNone
GUARDANT HEALTH INCGHCOM$66,435,685442,816SHNone
AMETEK INCAMECOM$58,449,763241,588SHNone
META PLATFORMS INCMETACL A$56,608,392100,496SHNone
ADVANCED MICRO DEVICES INCAMDCOM$56,058,97796,502SHNone
VISA INCVCOM CL A$52,497,816153,015SHNone
TRANE TECHNOLOGIES PLCTTSHS$51,153,948104,149SHNone
BIO-TECHNE CORPTECHCOM$46,596,288659,537SHNone
ADAPTIVE BIOTECHNOLOGIES CORADPTCOM$39,436,1041,838,513SHNone
ANALOG DEVICES INCADICOM$39,312,28498,981SHNone
EXXON MOBIL CORPXOMCOM$38,426,523281,060SHNone
CHUBB LIMITEDCBCOM$37,000,431108,588SHNone
NORFOLK SOUTHN CORPNSCCOM$36,929,230117,388SHNone
THERMO FISHER SCIENTIFIC INCTMOCOM$35,791,80871,389SHNone
ELI LILLY & COLLYCOM$33,436,51027,877SHNone
DARLING INGREDIENTS INCDARCOM$31,875,140583,580SHNone
PARKER-HANNIFIN CORPPHCOM$29,343,60030,000SHNone
MARRIOTT INTL INC NEWMARCL A$29,087,10978,489SHNone
HOME DEPOT INCHDCOM$28,534,70280,908SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$28,329,28337,122SHNone
OREILLY AUTOMOTIVE INCORLYCOM$27,706,565300,864SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$26,971,99528,833SHNone
AMERIPRISE FINL INCAMPCOM$26,039,57756,761SHNone
BANK OF AMER CORPBACCOM$25,810,593452,976SHNone
INTERCONTINENTAL EXCHANGE INICECOM$24,266,468197,112SHNone
GENERAL MTRS COGMCOM$24,184,038313,752SHNone
ORACLE CORPORCLCOM$23,922,534163,238SHNone
DEXCOM INCDXCMCOM$23,533,235349,417SHNone
COHERENT CORPCOHRCOM$23,169,98458,737SHNone
UNION PAC CORPUNPCOM$22,616,80083,150SHNone
AVERY DENNISON CORPAVYCOM$22,205,794136,777SHNone
AMERICAN WTR WKS CO INC NEWAWKCOM$21,443,532162,970SHNone
NETFLIX INC.NFLXCOM$21,036,939294,635SHNone
PROLOGIS INC.PLDCOM$20,956,125154,692SHNone
API GROUP CORPAPGCOM STK$19,767,625466,768SHNone
VERTEX PHARMACEUTICALS INCVRTXCOM$18,621,91137,489SHNone
BAKER HUGHES COMPANYBKRCL A$15,996,488288,225SHNone
GE AEROSPACEGECOM NEW$14,401,31238,534SHNone
MICRON TECHNOLOGY INCMUCOM$14,196,61312,299SHNone
ANTERO RESOURCES CORPARCOM$11,355,877323,161SHNone
NEXTERA ENERGY INCNEECOM$11,158,281127,131SHNone
MURPHY USA INCMUSACOM$10,797,87720,038SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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