Aristotle Atlantic Partners, LLC

Est. AUM

$2.14B

13F long equity, this entity only

Positions

186

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MERCK & CO INC	COM	$66.5M	552486	3.11%	OTR
2	NVIDIA CORPORATION	COM	$63.5M	364337	2.97%	OTR
3	EXXON MOBIL CORP	COM	$43.7M	257482	2.05%	OTR
4	AMETEK INC	COM	$28.1M	130989	1.31%	OTR
5	JPMORGAN CHASE & CO	COM	$27.4M	93220	1.28%	OTR
6	PARKER-HANNIFIN CORP	COM	$26.9M	30000	1.26%	OTR
7	MICROSOFT CORP	COM	$23.1M	62471	1.08%	OTR
8	THERMO FISHER SCIENTIFIC INC	COM	$22.7M	46225	1.06%	OTR
9	UNION PAC CORP	COM	$22.6M	93150	1.06%	OTR
10	APPLE INC	COM	$13.0M	51387	0.61%	OTR
11	MURPHY USA INC	COM	$11.0M	22238	0.51%	OTR
12	MURPHY OIL CORP	COM	$10.7M	259455	0.50%	OTR
13	AMAZON COM INC	COM	$7.5M	36011	0.35%	OTR
14	AMERICAN TOWER CORP	COM	$7.2M	42000	0.34%	OTR
15	ALPHABET INC	CAP STK CL A	$7.0M	24311	0.33%	OTR
16	GUARDANT HEALTH INC	COM	$6.5M	70384	0.30%	OTR
17	ROPER TECHNOLOGIES INC	COM	$6.5M	18325	0.30%	OTR
18	RAYONIER INC	COM	$5.7M	275794	0.27%	OTR
19	BIO-TECHNE CORP	COM	$5.3M	101907	0.25%	OTR
20	BROADCOM INC	COM	$5.2M	16818	0.24%	OTR
21	COOPER COS INC	COM	$4.6M	64000	0.21%	OTR
22	ALPHABET INC	CAP STK CL C	$4.4M	15215	0.20%	SOLE
23	TE CONNECTIVITY PLC	ORD SHS	$4.2M	20000	0.20%	OTR
24	ADAPTIVE BIOTECHNOLOGIES COR	COM	$3.7M	268523	0.17%	OTR
25	APPLIED MATLS INC	COM	$3.7M	10705	0.17%	OTR
26	VISA INC	COM CL A	$3.3M	10808	0.15%	OTR
27	TRANSDIGM GROUP INC	COM	$2.9M	2500	0.14%	OTR
28	SERVICENOW INC	COM	$2.4M	22500	0.11%	OTR
29	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1916	0.09%	OTR
30	WALMART INC	COM	$1.8M	14715	0.09%	OTR
31	NORFOLK SOUTHN CORP	COM	$1.8M	6164	0.08%	OTR
32	ANTERO RESOURCES CORP	COM	$1.7M	40909	0.08%	OTR
33	MCKESSON CORP	COM	$1.7M	2000	0.08%	OTR
34	ELI LILLY & CO	COM	$1.7M	1845	0.08%	OTR
35	PROCTER & GAMBLE CO	COM	$1.7M	11720	0.08%	OTR
36	AMERIPRISE FINL INC	COM	$1.7M	3764	0.08%	OTR
37	HOME DEPOT INC	COM	$1.7M	5049	0.08%	OTR
38	BOSTON SCIENTIFIC CORP	COM	$1.6M	25600	0.08%	OTR
39	S&P GLOBAL INC	COM	$1.4M	3318	0.07%	OTR
40	AMGEN INC	COM	$1.4M	4000	0.07%	OTR
41	DEXCOM INC	COM	$1.4M	22351	0.07%	OTR
42	NEXTERA ENERGY INC	COM	$1.3M	14074	0.06%	OTR
43	BRISTOL-MYERS SQUIBB CO	COM	$1.1M	18600	0.05%	OTR
44	COCA COLA CO	COM	$1.1M	14000	0.05%	OTR
45	PALO ALTO NETWORKS INC	COM	$1.1M	6600	0.05%	OTR
46	COLGATE PALMOLIVE CO	COM	$1.0M	12000	0.05%	OTR
47	ABBOTT LABORATORIES	COM	$999K	9727	0.05%	OTR
48	PROLOGIS INC.	COM	$988K	7476	0.05%	OTR
49	ORACLE CORP	COM	$969K	6589	0.05%	OTR
50	QUANTA SVCS INC	COM	$929K	1692	0.04%	OTR

1–50 of 119

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.