account_balance
Investment manager · 13F filer · SEC CIK 1697267
Aristotle Atlantic Partners, LLC
Reported value$2.41Bas of Jun 30, 2026
Positions117 5 new, 7 sold out
Top 10 weight44.2%NVDA alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.4%Trimmed −6%
GOOGLAlphabet Inc.
5.7%
MSFTMicrosoft Corp
4.7%Trimmed −12%
AAPLApple Inc.
4.7%Trimmed −11%
AMZNAmazon.com Inc
4.0%Trimmed −2%
AVGOBroadcom Inc.
3.7%Trimmed −6%
AMATApplied Materials Inc
3.3%Added +15%
JPMJPMorgan Chase & Co
3.0%
MRKMerck & Co., Inc.
2.9%
GHGuardant Health, Inc.
2.8%
AMEAmetek Inc
2.4%
METAMeta Platforms, Inc.
2.3%
NVDANVIDIA Corp
9.4%Trimmed −6%
GOOGLAlphabet Inc.
5.7%
MSFTMicrosoft Corp
4.7%−12%
AAPLApple Inc.
4.7%−11%
AMZNAmazon.com Inc
4.0%−2%
AVGOBroadcom Inc.
3.7%
AMATApplied Materials Inc
3.3%
JPMJPMorgan Chase & Co
3.0%
MRKMerck & Co., Inc.
2.9%
GH2.8%AME2.4%META2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.4% Trimmed −6%GOOGL Alphabet Inc. 5.7% HeldMSFT Microsoft Corp 4.7% Trimmed −12%AAPL Apple Inc. 4.7% Trimmed −11%AMZN Amazon.com Inc 4.0% Trimmed −2%AVGO Broadcom Inc. 3.7% Trimmed −6%AMAT Applied Materials Inc 3.3% Added +15%JPM JPMorgan Chase & Co 3.0% HeldMRK Merck & Co., Inc. 2.9% HeldGH Guardant Health, Inc. 2.8% HeldAME Ametek Inc 2.4% HeldMETA Meta Platforms, Inc. 2.3% Held
What changed
Biggest moves since Mar 31, 2026
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