Aristotle Atlantic Partners, LLC Top Holdings and 13F Report (2026) About Aristotle Atlantic Partners, LLCInvestment ActivityAristotle Atlantic Partners, LLC has $2.41 billion in total holdings as of June 30, 2026.Aristotle Atlantic Partners, LLC owns shares of 117 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.48% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, Aristotle Atlantic Partners, LLC has purchased 119 new stocks and bought additional shares in 32 stocks.Aristotle Atlantic Partners, LLC sold shares of 39 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $227,621,903Alphabet $136,830,774Microsoft $113,993,077Apple $112,316,177Amazon.com $97,547,318 Largest New Holdings this Quarter 595112103 - Micron Technology $14,196,613 Holding80004C200 - SANDISK CORP $5,729,800 Holding958102105 - Western Digital $5,491,714 Holding438516205 - HONEYWELL INTL INC $4,726,529 Holding43849R105 - HONEYWELL AEROSPACE INC $4,666,999 Holding Largest Purchases this Quarter Advanced Micro Devices 88,042 shares (about $51.14M)Micron Technology 12,299 shares (about $14.20M)Oracle 82,215 shares (about $12.05M)Applied Materials 14,333 shares (about $10.36M)Coherent 21,114 shares (about $8.33M) Largest Sales this Quarter Microsoft 41,234 shares (about $15.38M)Amphenol 83,537 shares (about $14.73M)NVIDIA 68,921 shares (about $13.79M)CrowdStrike 17,735 shares (about $13.53M)Apple 46,288 shares (about $13.39M) 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$227,621,903$13,790,398 â–¼-5.7%1,137,5989.4%TechnologyGOOGLAlphabet$136,830,774$691,510 â–²0.5%382,8835.7%Communication ServicesMSFTMicrosoft$113,993,077$15,381,111 â–¼-11.9%305,5954.7%TechnologyAAPLApple$112,316,177$13,393,888 â–¼-10.7%388,1544.7%TechnologyAMZNAmazon.com$97,547,318$2,469,917 â–¼-2.5%409,2784.0%Consumer DiscretionaryAVGOBroadcom$90,154,098$5,827,165 â–¼-6.1%238,6613.7%TechnologyAMATApplied Materials$80,476,222$10,362,735 â–²14.8%111,3093.3%TechnologyJPMJPMorgan Chase & Co.$71,266,351$1,075,935 â–²1.5%217,7203.0%FinanceMRKMerck & Co., Inc.$70,223,451$771,000 â–¼-1.1%546,4862.9%HealthcareGHGuardant Health$66,435,685$407,181 â–¼-0.6%442,8162.8%HealthcareAMEAMETEK$58,449,763$500,332 â–¼-0.8%241,5882.4%TechnologyMETAMeta Platforms$56,608,392$741,290 â–¼-1.3%100,4962.3%Communication ServicesAMDAdvanced Micro Devices$56,058,977$51,144,478 â–²1,040.7%96,5022.3%TechnologyVVisa$52,497,816$1,032,356 â–¼-1.9%153,0152.2%FinanceTTTrane Technologies$51,153,948$1,523,582 â–²3.1%104,1492.1%IndustrialsTECHBio-Techne$46,596,288$3,300,132 â–²7.6%659,5371.9%HealthcareADPTAdaptive Biotechnologies$39,436,104$2,663,382 â–²7.2%1,838,5131.6%HealthcareADIAnalog Devices$39,312,284$3,674,220 â–¼-8.5%98,9811.6%TechnologyXOMExxonMobil$38,426,523$3,223,584 â–²9.2%281,0601.6%EnergyCBChubb$37,000,431$940,787 â–²2.6%108,5881.5%FinanceNSCNorfolk Southern$36,929,230$225,876 â–²0.6%117,3881.5%IndustrialsTMOThermo Fisher Scientific$35,791,808$173,973 â–²0.5%71,3891.5%HealthcareLLYEli Lilly and Company$33,436,510$603,313 â–¼-1.8%27,8771.4%HealthcareDARDarling Ingredients$31,875,140$8,299,291 â–¼-20.7%583,5801.3%Consumer StaplesPHParker-Hannifin$29,343,6000.0%30,0001.2%IndustrialsMARMarriott International$29,087,109$734,136 â–²2.6%78,4891.2%Consumer DiscretionaryHDHome Depot$28,534,702$475,766 â–¼-1.6%80,9081.2%Consumer DiscretionaryCRWDCrowdStrike$28,329,283$13,534,288 â–¼-32.3%37,1221.2%TechnologyORLYO'Reilly Automotive$27,706,565$53,596 â–¼-0.2%300,8641.1%Consumer DiscretionaryCOSTCostco Wholesale$26,971,995$514,501 â–¼-1.9%28,8331.1%Consumer StaplesAMPAmeriprise Financial$26,039,577$1,038,629 â–²4.2%56,7611.1%FinanceBACBank of America$25,810,593$699,601 â–²2.8%452,9761.1%FinanceICEIntercontinental Exchange$24,266,468$1,002,978 â–²4.3%197,1121.0%FinanceGMGeneral Motors$24,184,038$627,586 â–²2.7%313,7521.0%Consumer DiscretionaryORCLOracle$23,922,534$12,048,611 â–²101.5%163,2381.0%TechnologyDXCMDexCom$23,533,235$6,595,720 â–²38.9%349,4171.0%HealthcareCOHRCoherent$23,169,984$8,328,839 â–²56.1%58,7371.0%TechnologyUNPUnion Pacific$22,616,800$2,720,000 â–¼-10.7%83,1500.9%IndustrialsAVYAvery Dennison$22,205,794$565,304 â–²2.6%136,7770.9%MaterialsAWKAmerican Water Works$21,443,532$676,451 â–²3.3%162,9700.9%UtilitiesNFLXNetflix$21,036,939$32,344 â–¼-0.2%294,6350.9%Communication ServicesPLDPrologis$20,956,125$339,217 â–²1.6%154,6920.9%Real EstateAPGAPi Group$19,767,625$626,907 â–²3.3%466,7680.8%IndustrialsVRTXVertex Pharmaceuticals$18,621,911$21,359 â–¼-0.1%37,4890.8%HealthcareBKRBaker Hughes$15,996,488$299,700 â–²1.9%288,2250.7%EnergyGEGE Aerospace$14,401,312$617,028 â–²4.5%38,5340.6%IndustrialsMUMicron Technology$14,196,613$14,196,613 â–²New Holding12,2990.6%TechnologyARAntero Resources$11,355,877$5,040,938 â–¼-30.7%323,1610.5%EnergyNEENextEra Energy$11,158,281$1,850,893 â–¼-14.2%127,1310.5%UtilitiesMUSAMurphy USA$10,797,877$1,185,514 â–¼-9.9%20,0380.4%Consumer DiscretionaryCICigna Group$10,771,323$324,474 â–²3.1%39,0720.4%HealthcareKLACKLA$9,163,234$7,983,850 â–²677.0%30,3710.4%TechnologyMURMurphy Oil$8,447,8550.0%259,4550.4%EnergyTEMPUS AI INC$7,838,393$76,931 â–¼-1.0%135,3080.3%CL AAMTAmerican Tower$6,869,9400.0%42,0000.3%Real EstatePWRQuanta Services$6,303,950$1,475,362 â–¼-19.0%8,7550.3%IndustrialsCEGConstellation Energy$6,013,038$2,203,787 â–²57.9%24,2100.2%UtilitiesRYNRayonier$5,868,8960.0%275,7940.2%Real EstateSANDISK CORP$5,729,800$5,729,800 â–²New Holding2,5200.2%COMWDCWestern Digital$5,491,714$5,491,714 â–²New Holding8,5980.2%TechnologyGOOGAlphabet$5,107,385$268,531 â–¼-5.0%14,4550.2%Communication ServicesHONEYWELL INTL INC$4,726,529$4,726,529 â–²New Holding21,1100.2%COMHONEYWELL AEROSPACE INC$4,666,999$4,666,999 â–²New Holding21,1100.2%COMCOOPER COS INC$4,589,4400.0%64,0000.2%COMAPHAmphenol$4,533,893$14,729,246 â–¼-76.5%25,7140.2%TechnologyROPER TECHNOLOGIES INC$4,415,990$1,785,007 â–¼-28.8%13,0500.2%COMPFGCPerformance Food Group$4,131,311$86,414 â–²2.1%36,9560.2%Consumer StaplesTE CONNECTIVITY PLC$4,032,2000.0%20,0000.2%ORD SHSSPGIS&P Global$3,516,283$412,962 â–¼-10.5%8,6340.1%FinanceCOINCoinbase Global$3,429,471$59,938 â–¼-1.7%23,4590.1%FinanceTDGTransdigm Group$3,330,1000.0%2,5000.1%IndustrialsSNOWSnowflake$3,207,718$175,860 â–²5.8%12,6040.1%TechnologyNOWServiceNow$3,041,740$807,940 â–²36.2%30,6380.1%TechnologyTSLATesla$2,764,183$794,934 â–¼-22.3%6,5720.1%Consumer DiscretionaryIMNMImmunome$2,599,483$49,648 â–¼-1.9%122,6750.1%HealthcareTTWOTake-Two Interactive Software$2,450,804$706,194 â–¼-22.4%9,8040.1%Communication ServicesPANWPalo Alto Networks$2,250,7320.0%6,6000.1%TechnologyFIXComfort Systems USA$2,116,723$608,459 â–¼-22.3%1,0680.1%IndustrialsPGProcter & Gamble$1,718,6210.0%11,7200.1%Consumer StaplesWALMART INC$1,666,6210.0%14,7150.1%COMMCKMcKesson$1,511,2000.0%2,0000.1%HealthcareAMGNAmgen$1,448,4800.0%4,0000.1%HealthcareHWMHowmet Aerospace$1,360,162$392,267 â–¼-22.4%5,0590.1%IndustrialsUBERUber Technologies$1,274,706$367,078 â–¼-22.4%17,6650.1%IndustrialsKOCocaCola$1,137,7800.0%14,0000.0%Consumer StaplesCLColgate-Palmolive$1,100,1600.0%12,0000.0%Consumer StaplesBSXBoston Scientific$1,084,072$8,455,762 â–¼-88.6%25,4000.0%HealthcareBMYBristol Myers Squibb$1,071,7320.0%18,6000.0%HealthcareRVMDRevolution Medicines$980,785$1,198,404 â–¼-55.0%5,2370.0%HealthcareWECWEC Energy Group$927,2710.0%7,9410.0%UtilitiesQCOMQualcomm$831,5550.0%4,5000.0%TechnologyCOFCapital One Financial$817,7270.0%4,0760.0%FinanceENBEnbridge$812,7160.0%14,9920.0%EnergyPNCThe PNC Financial Services Group$738,6600.0%3,0000.0%FinanceIBMInternational Business Machines$674,9040.0%2,4000.0%TechnologyCSCOCisco Systems$587,3000.0%5,0000.0%TechnologyRTXRTX$569,1900.0%3,0000.0%IndustrialsECLEcolab$557,2200.0%2,0000.0%MaterialsAEPAmerican Electric Power$547,2400.0%4,0000.0%UtilitiesPEPPepsiCo$541,6000.0%4,0000.0%Consumer StaplesShowing largest 100 holdings. 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