Aristotle Atlantic Partners, LLC

CIK 0001697267 · SARASOTA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Aristotle Atlantic Partners, LLC reported 117 positions worth $2.41B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.41B
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.2%
Est. Net Flow (Q)
2026 Q2
10 / 117 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$227.6M9.44%1,137,598
2GOOGLALPHABET INCSH$136.8M5.67%382,883
3MSFTMICROSOFT CORPSH$114.0M4.73%305,595
4AAPLAPPLE INCSH$112.3M4.66%388,154
5AMZNAMAZON COM INCSH$97.5M4.04%409,278
6AVGOBROADCOM INCSH$90.2M3.74%238,661
7AMATAPPLIED MATLS INCSH$80.5M3.34%111,309
8JPMJPMORGAN CHASE & COSH$71.3M2.95%217,720
9MRKMERCK & CO INCSH$70.2M2.91%546,486
10GHGUARDANT HEALTH INCSH$66.4M2.75%442,816

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aristotle Atlantic Partners, LLC hold as of Q2 2026?

Aristotle Atlantic Partners, LLC reported 117 positions worth $2.41B in its Q2 2026 13F filing. Largest positions: NVDA (9.4%), GOOGL (5.7%), MSFT (4.7%), AAPL (4.7%) and AMZN (4.0%).

What did Aristotle Atlantic Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aristotle Atlantic Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.