Aristotle Atlantic Partners, LLC Top Holdings and 13F Report (2025) About Aristotle Atlantic Partners, LLCInvestment ActivityAristotle Atlantic Partners, LLC has $2.96 billion in total holdings as of March 31, 2025.Aristotle Atlantic Partners, LLC owns shares of 89 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 4.10% of the portfolio was sold this quarter.This quarter, Aristotle Atlantic Partners, LLC has purchased 90 new stocks and bought additional shares in 38 stocks.Aristotle Atlantic Partners, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $253,533,392Microsoft $246,914,383Apple $221,668,758Alphabet $134,608,767Visa $123,387,462 Largest Purchases this Quarter Oracle 199,631 shares (about $27.91M)CrowdStrike 61,653 shares (about $21.74M)Analog Devices 83,718 shares (about $16.88M)Bio-Techne 212,011 shares (about $12.43M)Guardant Health 112,526 shares (about $4.79M) Largest Sales this Quarter ServiceNow 32,003 shares (about $25.48M)Apple 95,755 shares (about $21.27M)UnitedHealth Group 32,512 shares (about $17.03M)NVIDIA 148,592 shares (about $16.10M)Cigna Group 24,985 shares (about $8.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAristotle Atlantic Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$253,533,392$16,104,398 ▼-6.0%2,339,3018.6%Computer and TechnologyMSFTMicrosoft$246,914,383$1,191,113 ▼-0.5%657,7548.3%Computer and TechnologyAAPLApple$221,668,758$21,270,049 ▼-8.8%997,9247.5%Computer and TechnologyGOOGLAlphabet$134,608,767$1,925,733 ▲1.5%870,4654.5%Computer and TechnologyVVisa$123,387,462$152,100 ▼-0.1%352,0734.2%Business ServicesMETAMeta Platforms$118,622,381$1,915,821 ▼-1.6%205,8134.0%Computer and TechnologyAMZNAmazon.com$92,872,375$1,290,724 ▲1.4%488,1343.1%Retail/WholesaleAVGOBroadcom$85,723,207$2,384,037 ▲2.9%511,9942.9%Computer and TechnologyCOSTCostco Wholesale$78,132,050$1,004,421 ▲1.3%82,6112.6%Retail/WholesaleTTTrane Technologies$73,820,922$24,932 ▼0.0%219,1052.5%ConstructionJPMJPMorgan Chase & Co.$71,815,867$2,162,568 ▲3.1%292,7672.4%FinanceNFLXNetflix$65,267,775$289,084 ▲0.4%69,9902.2%Consumer DiscretionaryHDHome Depot$62,541,506$254,710 ▲0.4%170,6502.1%Retail/WholesaleTECHBio-Techne$56,658,436$12,430,202 ▲28.1%966,3731.9%MedicalEXPEExpedia Group$51,699,155$74,468 ▼-0.1%307,5501.7%Retail/WholesaleNSCNorfolk Southern$46,411,352$603,255 ▲1.3%195,9531.6%TransportationMRKMerck & Co., Inc.$44,575,7140.0%496,6101.5%MedicalORCLOracle$44,277,692$27,910,413 ▲170.5%316,6991.5%Computer and TechnologySNPSSynopsys$44,011,160$854,698 ▲2.0%102,6261.5%Computer and TechnologyAMEAMETEK$43,339,160$956,582 ▲2.3%251,7671.5%Computer and TechnologySPGIS&P Global$43,104,664$456,782 ▼-1.0%84,8351.5%FinanceNOWServiceNow$42,240,003$25,478,868 ▼-37.6%53,0561.4%Computer and TechnologyGHGuardant Health$41,088,595$4,793,608 ▲13.2%964,5211.4%MedicalDARDarling Ingredients$37,560,727$643,450 ▲1.7%1,202,3281.3%Consumer StaplesLLYEli Lilly and Company$35,676,008$1,667,512 ▲4.9%43,1961.2%MedicalADIAnalog Devices$34,240,541$16,883,409 ▲97.3%169,7851.2%Computer and TechnologyORLYO'Reilly Automotive$33,704,310$527,189 ▼-1.5%23,5271.1%Retail/WholesaleICEIntercontinental Exchange$33,022,761$1,389,145 ▲4.4%191,4361.1%FinanceTMOThermo Fisher Scientific$32,917,512$1,143,477 ▲3.6%66,1531.1%MedicalPLDPrologis$31,429,503$260,918 ▲0.8%281,1481.1%FinanceXOMExxon Mobil$29,908,7540.0%251,4821.0%EnergyAMPAmeriprise Financial$28,802,619$1,712,782 ▲6.3%59,4961.0%FinanceCRWDCrowdStrike$28,778,990$21,737,615 ▲308.7%81,6241.0%Computer and TechnologyBACBank of America$28,298,195$2,923,061 ▲11.5%678,1261.0%FinanceCBChubb$28,256,891$1,288,591 ▲4.8%93,5691.0%FinanceBSXBoston Scientific$23,660,294$842,852 ▲3.7%234,5390.8%MedicalVRTXVertex Pharmaceuticals$23,264,572$1,582,937 ▼-6.4%47,9860.8%MedicalMARMarriott International$23,083,640$896,582 ▲4.0%96,9090.8%Consumer DiscretionaryBDXBecton, Dickinson and Company$22,387,706$4,504,479 ▲25.2%97,7370.8%MedicalUNPUnion Pacific$22,289,2440.0%94,3500.8%TransportationADPTAdaptive Biotechnologies$21,853,205$405,009 ▲1.9%2,941,2120.7%MedicalROPRoper Technologies$19,680,1800.0%33,3800.7%Computer and TechnologyKLACKLA$19,548,329$683,879 ▼-3.4%28,7560.7%Computer and TechnologyNEENextEra Energy$18,902,038$647,722 ▲3.5%266,6390.6%UtilitiesAVYAvery Dennison$18,778,997$896,967 ▲5.0%105,5180.6%IndustrialsADBEAdobe$17,675,747$2,484,124 ▲16.4%46,0870.6%Computer and TechnologyMUSAMurphy USA$17,306,8610.0%36,8380.6%Retail/WholesalePHParker-Hannifin$17,019,8000.0%28,0000.6%IndustrialsGMGeneral Motors$16,639,705$762,592 ▲4.8%353,8100.6%Auto/Tires/TrucksGTLSChart Industries$16,146,088$108,126 ▲0.7%111,8460.5%IndustrialsCICigna Group$14,439,413$8,220,026 ▼-36.3%43,8890.5%MedicalARAntero Resources$13,816,650$1,107,692 ▲8.7%341,6580.5%EnergyUNHUnitedHealth Group$13,702,871$17,028,160 ▼-55.4%26,1630.5%MedicalZTSZoetis$12,595,396$3,186,636 ▼-20.2%76,4980.4%MedicalHALHalliburton$11,482,040$2,984,276 ▲35.1%452,5830.4%EnergyAWKAmerican Water Works$10,375,375$831,275 ▲8.7%70,3320.4%UtilitiesUBERUber Technologies$10,348,743$446,850 ▼-4.1%142,0360.3%Computer and TechnologyHONHoneywell International$9,956,268$975,743 ▼-8.9%47,0190.3%Multi-Sector ConglomeratesLINDE PLC$9,708,594$381,359 ▼-3.8%20,8500.3%SHSAREAlexandria Real Estate Equities$9,273,053$224,338 ▲2.5%100,2380.3%FinanceAMTAmerican Tower$8,704,0000.0%40,0000.3%FinanceAPHAmphenol$8,201,046$1,576,587 ▼-16.1%125,0350.3%Computer and TechnologyGEGE Aerospace$8,022,012$2,732,648 ▲51.7%40,0800.3%AerospaceMURMurphy Oil$7,141,3220.0%251,4550.2%EnergyPCHPotlatch$6,842,9440.0%151,6610.2%ConstructionGOOGAlphabet$6,114,061$1,370,137 ▼-18.3%39,1350.2%Computer and TechnologyAMATApplied Materials$6,030,344$447,987 ▲8.0%41,5540.2%Computer and TechnologyCOOPER COS INC$5,398,4000.0%64,0000.2%COMPWRQuanta Services$3,330,521$468,200 ▼-12.3%13,1030.1%ConstructionTTWOTake-Two Interactive Software$3,262,944$526,208 ▼-13.9%15,7440.1%Consumer DiscretionaryTE CONNECTIVITY PLC$2,826,4000.0%20,0000.1%ORD SHSTSLATesla$2,734,397$440,572 ▼-13.9%10,5510.1%Auto/Tires/TrucksABTAbbott Laboratories$2,526,9830.0%19,0500.1%MedicalIFFInternational Flavors & Fragrances$1,277,9260.0%16,4660.0%Basic MaterialsPGProcter & Gamble$1,145,2220.0%6,7200.0%Consumer StaplesPANWPalo Alto Networks$1,126,2240.0%6,6000.0%Computer and TechnologyKOCocaCola$1,002,6800.0%14,0000.0%Consumer StaplesWECWEC Energy Group$865,4100.0%7,9410.0%UtilitiesALCCAltC Acquisition$759,9920.0%35,1360.0%EnergyIBMInternational Business Machines$596,7840.0%2,4000.0%Computer and TechnologyQCOMQUALCOMM$460,8300.0%3,0000.0%Computer and TechnologyCRMSalesforce$402,5400.0%1,5000.0%Computer and TechnologySPXCSPX Technologies$365,9930.0%2,8420.0%Business ServicesIDXXIDEXX Laboratories$251,970$4,246,534 ▼-94.4%6000.0%MedicalJNJJohnson & Johnson$248,7600.0%1,5000.0%MedicalDOVDover$245,9520.0%1,4000.0%IndustrialsERIIEnergy Recovery$238,3500.0%15,0000.0%IndustrialsBMYBristol Myers Squibb$219,5640.0%3,6000.0%MedicalDHRDanaher$205,0000.0%1,0000.0%MedicalDDOGDatadog$0$13,244,188 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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