13F HOLDINGS REPORT
Aristotle Atlantic Partners, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020917
Total Value
$3.45B
Positions
126
Other Managers
1
Confidential Omitted
No
Holdings (126)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,852,422 | $345.6M | 10.03% |
| 2 | MICROSOFT CORP | MSFT | 549,972 | $284.9M | 8.26% |
| 3 | APPLE INC | AAPL | 951,725 | $242.3M | 7.03% |
| 4 | BROADCOM INC | AVGO | 515,097 | $169.9M | 4.93% |
| 5 | ALPHABET INC | GOOG | 660,947 | $160.7M | 4.66% |
| 6 | META PLATFORMS INC | META | 194,057 | $142.5M | 4.13% |
| 7 | VISA INC | V | 324,832 | $110.9M | 3.22% |
| 8 | ORACLE CORP | ORCL-PD | 386,548 | $108.7M | 3.15% |
| 9 | TRANE TECHNOLOGIES PLC | TT | 210,345 | $88.8M | 2.57% |
| 10 | AMAZON COM INC | AMZN | 398,962 | $87.6M | 2.54% |
| 11 | NETFLIX INC | NFLX | 66,494 | $79.7M | 2.31% |
| 12 | NVIDIA CORPORATION | NVDA | 378,151 | $70.6M | 2.05% |
| 13 | HOME DEPOT INC | HD | 165,109 | $66.9M | 1.94% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 69,593 | $64.4M | 1.87% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 185,524 | $58.5M | 1.70% |
| 16 | NORFOLK SOUTHN CORP | 655844108 | 183,888 | $55.2M | 1.60% |
| 17 | GUARDANT HEALTH INC | GH | 856,371 | $53.5M | 1.55% |
| 18 | BIO-TECHNE CORP | TECH | 930,406 | $51.8M | 1.50% |
| 19 | ELI LILLY & CO | LLY | 66,200 | $50.5M | 1.47% |
| 20 | ANALOG DEVICES INC | ADI | 195,147 | $47.9M | 1.39% |
| 21 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 2,878,219 | $43.1M | 1.25% |
| 22 | MERCK & CO INC | MRK | 496,610 | $41.7M | 1.21% |
| 23 | S&P GLOBAL INC | SPGI | 79,138 | $38.5M | 1.12% |
| 24 | DARLING INGREDIENTS INC | DAR | 1,117,007 | $34.5M | 1.00% |
| 25 | OREILLY AUTOMOTIVE INC | 67103H107 | 312,152 | $33.7M | 0.98% |
| 26 | CROWDSTRIKE HLDGS INC | CRWD | 68,539 | $33.6M | 0.98% |
| 27 | CHUBB LIMITED | CB | 113,140 | $31.9M | 0.93% |
| 28 | PROLOGIS INC. | PLDGP | 266,714 | $30.5M | 0.89% |
| 29 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 176,996 | $29.8M | 0.87% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 92,080 | $29.0M | 0.84% |
| 31 | KLA CORP | KLAC | 26,538 | $28.6M | 0.83% |
| 32 | EXXON MOBIL CORP | XOM | 251,482 | $28.4M | 0.82% |
| 33 | AMERIPRISE FINL INC | 03076C106 | 54,575 | $26.8M | 0.78% |
| 34 | MICROSOFT CORP | MSFT | 50,358 | $26.1M | 0.76% |
| 35 | SYNOPSYS INC | SNPS | 49,668 | $24.5M | 0.71% |
| 36 | BANK AMERICA CORP | 060505104 | 467,067 | $24.1M | 0.70% |
| 37 | AMETEK INC | AME | 121,317 | $22.8M | 0.66% |
| 38 | NEXTERA ENERGY INC | NEE-PW | 294,664 | $22.2M | 0.65% |
| 39 | AMETEK INC | AME | 116,146 | $21.8M | 0.63% |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 44,225 | $21.5M | 0.62% |
| 41 | PARKER-HANNIFIN CORP | PH | 28,000 | $21.2M | 0.62% |
| 42 | UNION PAC CORP | UNP | 88,750 | $21.0M | 0.61% |
| 43 | MARRIOTT INTL INC NEW | 571903202 | 79,955 | $20.8M | 0.60% |
| 44 | BOSTON SCIENTIFIC CORP | BSX | 213,282 | $20.8M | 0.60% |
| 45 | GENERAL MTRS CO | 37045V100 | 327,029 | $19.9M | 0.58% |
| 46 | CHART INDS INC | 16115Q308 | 99,046 | $19.8M | 0.58% |
| 47 | SERVICENOW INC | NOW | 20,785 | $19.1M | 0.55% |
| 48 | ROPER TECHNOLOGIES INC | ROP | 32,830 | $16.4M | 0.47% |
| 49 | AVERY DENNISON CORP | AVY | 97,505 | $15.8M | 0.46% |
| 50 | VERTEX PHARMACEUTICALS INC | VRTX | 39,133 | $15.3M | 0.44% |
| 51 | LINDE PLC | LIN | 31,647 | $15.0M | 0.44% |
| 52 | UNITEDHEALTH GROUP INC | UNH | 42,992 | $14.8M | 0.43% |
| 53 | THERMO FISHER SCIENTIFIC INC | TMO | 30,423 | $14.8M | 0.43% |
| 54 | AMPHENOL CORP NEW | 032095101 | 112,871 | $14.0M | 0.41% |
| 55 | SHOPIFY INC | SHOP | 93,741 | $13.9M | 0.40% |
| 56 | DEXCOM INC | DXCM | 193,277 | $13.0M | 0.38% |
| 57 | UBER TECHNOLOGIES INC | UBER | 131,822 | $12.9M | 0.37% |
| 58 | HUBSPOT INC | HUBS | 26,588 | $12.4M | 0.36% |
| 59 | BAKER HUGHES COMPANY | BKR | 252,688 | $12.3M | 0.36% |
| 60 | THE CIGNA GROUP | 125523100 | 40,859 | $11.8M | 0.34% |
| 61 | GE AEROSPACE | 369604301 | 36,859 | $11.1M | 0.32% |
| 62 | ANTERO RESOURCES CORP | AR | 329,061 | $11.0M | 0.32% |
| 63 | MURPHY USA INC | MUSA | 27,638 | $10.7M | 0.31% |
| 64 | APPLIED MATLS INC | 038222105 | 51,262 | $10.5M | 0.30% |
| 65 | AMERICAN WTR WKS CO INC NEW | 030420103 | 71,959 | $10.0M | 0.29% |
| 66 | HONEYWELL INTL INC | 438516106 | 41,452 | $8.7M | 0.25% |
| 67 | AMAZON COM INC | AMZN | 35,581 | $7.8M | 0.23% |
| 68 | AMERICAN TOWER CORP NEW | 03027X100 | 40,000 | $7.7M | 0.22% |
| 69 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 92,172 | $7.7M | 0.22% |
| 70 | MURPHY OIL CORP | MUR | 251,455 | $7.1M | 0.21% |
| 71 | ALPHABET INC | GOOG | 28,354 | $6.9M | 0.20% |
| 72 | APPLE INC | AAPL | 24,914 | $6.3M | 0.18% |
| 73 | POTLATCHDELTIC CORPORATION | 737630103 | 151,661 | $6.2M | 0.18% |
| 74 | BIO-TECHNE CORP | TECH | 96,925 | $5.4M | 0.16% |
| 75 | CONSTELLATION ENERGY CORP | CEG | 15,416 | $5.1M | 0.15% |
| 76 | BROADCOM INC | AVGO | 14,300 | $4.7M | 0.14% |
| 77 | TE CONNECTIVITY PLC | TEL | 20,000 | $4.4M | 0.13% |
| 78 | COOPER COS INC | 216648501 | 64,000 | $4.4M | 0.13% |
| 79 | GUARDANT HEALTH INC | GH | 67,363 | $4.2M | 0.12% |
| 80 | SERVICENOW INC | NOW | 4,517 | $4.2M | 0.12% |
| 81 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 248,500 | $3.7M | 0.11% |
| 82 | QUANTA SVCS INC | 74762E102 | 8,358 | $3.5M | 0.10% |
| 83 | TESLA INC | TSLA | 7,718 | $3.4M | 0.10% |
| 84 | VISA INC | V | 9,576 | $3.3M | 0.09% |
| 85 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 11,515 | $3.0M | 0.09% |
| 86 | ABBOTT LABS | ABLZF | 19,050 | $2.6M | 0.07% |
| 87 | OKLO INC | OKLO | 17,568 | $2.0M | 0.06% |
| 88 | S&P GLOBAL INC | SPGI | 3,740 | $1.8M | 0.05% |
| 89 | COSTCO WHSL CORP NEW | 22160K105 | 1,894 | $1.8M | 0.05% |
| 90 | ELI LILLY & CO | LLY | 1,790 | $1.4M | 0.04% |
| 91 | PALO ALTO NETWORKS INC | PANW | 6,600 | $1.3M | 0.04% |
| 92 | COINBASE GLOBAL INC | COIN | 3,642 | $1.2M | 0.04% |
| 93 | PROCTER AND GAMBLE CO | 742718109 | 6,720 | $1.0M | 0.03% |
| 94 | ALPHABET INC | GOOG | 4,118 | $1.0M | 0.03% |
| 95 | HOME DEPOT INC | HD | 2,400 | $972,456 | 0.03% |
| 96 | COCA COLA CO | KO | 14,000 | $928,480 | 0.03% |
| 97 | WEC ENERGY GROUP INC | WEC | 7,941 | $909,959 | 0.03% |
| 98 | META PLATFORMS INC | META | 1,000 | $734,380 | 0.02% |
| 99 | QUANTA SVCS INC | 74762E102 | 1,676 | $694,568 | 0.02% |
| 100 | INTERNATIONAL BUSINESS MACHS | INTR | 2,400 | $677,184 | 0.02% |
| 101 | OREILLY AUTOMOTIVE INC | 67103H107 | 6,210 | $669,500 | 0.02% |
| 102 | CROWDSTRIKE HLDGS INC | CRWD | 1,200 | $588,456 | 0.02% |
| 103 | AMPHENOL CORP NEW | 032095101 | 4,400 | $544,500 | 0.02% |
| 104 | GE AEROSPACE | 369604301 | 1,700 | $511,394 | 0.01% |
| 105 | QUALCOMM INC | QCOM | 3,000 | $499,080 | 0.01% |
| 106 | HONEYWELL INTL INC | 438516106 | 2,213 | $465,837 | 0.01% |
| 107 | SPX TECHNOLOGIES INC | SPXC | 2,442 | $456,117 | 0.01% |
| 108 | CHART INDS INC | 16115Q308 | 2,256 | $451,538 | 0.01% |
| 109 | BOSTON SCIENTIFIC CORP | BSX | 4,000 | $390,520 | 0.01% |
| 110 | IDEXX LABS INC | 45168D104 | 600 | $383,334 | 0.01% |
| 111 | ANTERO RESOURCES CORP | AR | 10,500 | $352,380 | 0.01% |
| 112 | AMERIPRISE FINL INC | 03076C106 | 700 | $343,875 | 0.01% |
| 113 | PROLOGIS INC. | PLDGP | 2,529 | $289,621 | 0.01% |
| 114 | JOHNSON & JOHNSON | JNJ | 1,500 | $278,130 | 0.01% |
| 115 | VERTEX PHARMACEUTICALS INC | VRTX | 671 | $262,790 | 0.01% |
| 116 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,800 | $250,542 | 0.01% |
| 117 | DOVER CORP | DOV | 1,400 | $233,562 | 0.01% |
| 118 | DARLING INGREDIENTS INC | DAR | 6,875 | $212,231 | 0.01% |
| 119 | NEXTERA ENERGY INC | NEE-PW | 2,800 | $211,372 | 0.01% |
| 120 | CONSTELLATION ENERGY CORP | CEG | 600 | $197,442 | 0.01% |
| 121 | THE CIGNA GROUP | 125523100 | 285 | $82,151 | 0.00% |
| 122 | NETFLIX INC | NFLX | 53 | $63,543 | 0.00% |
| 123 | KLA CORP | KLAC | 21 | $22,651 | 0.00% |
| 124 | SYNOPSYS INC | SNPS | 28 | $13,815 | 0.00% |
| 125 | NORFOLK SOUTHN CORP | 655844108 | 35 | $10,514 | 0.00% |
| 126 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 26 | $2,167 | 0.00% |