§ 13F · FUND PROFILE
Aristotle Atlantic Partners, LLC.
AUM · $2.4B (13F)Positions · 186Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 813K | $163M | 6.7% | −6% |
| 2 | GOOGL | ALPHABET INC | 354K | $126M | 5.2% | +1% |
| 3 | AAPL | APPLE INC | 336K | $97M | 4.0% | −11% |
| 4 | MSFT | MICROSOFT CORP | 243K | $91M | 3.8% | −12% |
| 5 | AMZN | AMAZON COM INC | 372K | $89M | 3.7% | −2% |
| 6 | AVGO | BROADCOM INC | 223K | $84M | 3.5% | −6% |
| 7 | AMAT | APPLIED MATLS INC | 99K | $71M | 3.0% | +15% |
| 8 | MRK | MERCK & CO INC | 546K | $70M | 2.9% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 325K | $65M | 2.7% | — |
| 10 | META | META PLATFORMS INC | 99K | $56M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARISTOTLE SIGNAL
AC read
Aristotle Atlantic Partners, LLC is a Other fund managing $2.4 billion in assets. The fund runs a portfolio of 186 positions.
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