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CIK: 0001697267
Total reported value
$2.4B
$2.4B
95 檔
48.0%
During the Q3 2024 filing period, Aristotle Atlantic Partners, LLC (CIK: 0001697267) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 95 reported positions.
In Q3 2024, Aristotle Atlantic Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 53 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.83% | -0.41% | -3.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.29% | -1.28% | +1.80% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.33% | -0.50% | +6.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.61% | +0.54% | -3.59% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.93% | -0.38% | +11.94% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.10% | -0.03% | +1.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.05% | +2.40% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | +0.06% | +1093.53% | |
| 9 | TT | Trane Technologies plc | Stock-Industrials | 2.78% | +0.15% | +1.79% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 2.54% | +0.02% | +1.33% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.35% | -0.25% | +1.01% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.26% | -0.09% | +1.41% | |
| 13 | TECH | Bio-techne CORP | Stock-Healthcare | 1.95% | +0.43% | +8.85% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | — | +2.25% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.75% | -0.20% | — | |
| 16 | SNPS | Synopsys Inc | Stock-Tech | 1.67% | -0.36% | EXIT | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.62% | -0.46% | +1.28% | |
| 18 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.58% | -0.04% | +1.93% | |
| 19 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.50% | +0.01% | NEW | |
| 20 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.44% | -0.81% | +23.88% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.41% | -0.04% | -0.01% | |
| 22 | AME | Ametek Inc | Stock-Industrials | 1.36% | -0.03% | +1.39% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.25% | -0.15% | -26.18% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 1.14% | -0.07% | +1.80% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | — | +20.48% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.18% | +22.86% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.97% | -0.38% | +3.31% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.46% | — | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.91% | -0.15% | +2.79% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.87% | -0.05% | +3.41% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.85% | -0.08% | +3.30% | |
| 32 | CI | THE Cigna Group | Stock-Healthcare | 0.79% | -0.02% | +3.29% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.78% | -0.01% | +2.87% | |
| 34 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.77% | +0.04% | +3.31% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.76% | +0.11% | -33.79% | |
| 36 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.73% | -0.16% | +3.31% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | -0.12% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.17% | +12.26% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.66% | — | -24.49% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.65% | +0.02% | +50.46% | |
| 41 | GH | Guardant Health Inc | Stock-Healthcare | 0.64% | +0.82% | +19.26% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.63% | -0.62% | +3.14% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | — | +3.21% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.62% | — | +3.18% | |
| 45 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.60% | -0.06% | — | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.58% | -0.12% | — | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.55% | -0.04% | — | |
| 48 | GTLS | Chart Industries Inc | Stock-Industrials | 0.51% | — | +2.98% | |
| 49 | GM | General Motors Co | Stock-Consumer Disc | 0.50% | -0.07% | +3.17% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.06% | +3.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +6.64% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +11.94% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +1093.53% | Add |
| 4 | TT | Trane Technologies plc | +0.4% | +1.79% | Add |
| 5 | LIN | Linde plc | +0.3% | NEW | New buy |
| 6 | HD | Home Depot Inc | +0.3% | +1.41% | Add |
| 7 | NEE | Nextera Energy Inc | +0.3% | +22.86% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +20.48% | Add |
| 9 | TECH | Bio-techne CORP | +0.3% | +8.85% | Add |
| 10 | NOW | Servicenow Inc | +0.2% | +1.33% | Add |
| 11 | DAR | Darling Ingredients Inc | +0.2% | +23.88% | Add |
| 12 | ADI | Analog Devices Inc | +0.2% | +50.46% | Add |
| 13 | NSC | Norfolk Southern CORP | +0.2% | +1.93% | Add |
| 14 | EXPE | Expedia Group Inc | +0.2% | +0.61% | Add |
| 15 | SPGI | S&p Global Inc | +0.1% | -0.01% | Trim |
| 16 | ICE | Intercontinental Exchange In | +0.1% | +3.31% | Add |
| 17 | ADPT | Adaptive Biotechnologies | +0.1% | +0.91% | Add |
| 18 | PLD | Prologis Inc | +0.1% | +1.80% | Add |
| 19 | CB | Chubb Limited | +0.1% | +3.30% | Add |
| 20 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 21 | AWK | American Water Works Co Inc | +0.1% | +30.81% | Add |
| 22 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 23 | AMP | Ameriprise Financial Inc | +0.1% | +3.41% | Add |
| 24 | ZTS | Zoetis Inc | +0.1% | +3.18% | Add |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | +2.79% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +3.37% | Add |
| 27 | BSX | Boston Scientific CORP | +0.1% | +3.14% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | +1.00% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +2.25% | Add |
| 30 | AMT | American Tower CORP | 0% | — | Unchanged |
| 31 | COO | Cooper Cos Inc/the | 0% | — | Unchanged |
| 32 | COST | Costco Wholesale CORP | 0% | +1.01% | Add |
| 33 | NFLX | Netflix Inc | 0% | +1.28% | Add |
| 34 | LLY | Eli Lilly & Co | 0% | +12.26% | Add |
| 35 | CI | THE Cigna Group | 0% | +3.29% | Add |
| 36 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 37 | MAR | Marriott International -cl A | 0% | +3.31% | Add |
| 38 | TSLA | Tesla Inc | 0% | +1.26% | Add |
| 39 | PCH | Potlatchdeltic CORP | 0% | — | Unchanged |
| 40 | PWR | Quanta Services Inc | 0% | +0.20% | Add |
| 41 | AME | Ametek Inc | 0% | +1.39% | Add |
| 42 | BDX | Becton Dickinson And Co | 0% | +3.21% | Add |
| 43 | MUSA | Murphy USA Inc | 0% | — | Unchanged |
| 44 | ARE | Alexandria Real Estate Equit | 0% | +3.13% | Add |
| 45 | OKLO | Oklo Inc | 0% | NEW | New buy |
| 46 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 47 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 48 | AVY | Avery Dennison CORP | — | +3.31% | Add |
| 49 | UBER | Uber Technologies Inc | — | +0.26% | Add |
| 50 | APH | Amphenol Corp-cl A | — | +7.00% | Add |
According to official SEC Form 13F filings, Aristotle Atlantic Partners, LLC reported a total U.S. public equity portfolio value of $2.4B across 95 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 48.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
LIN
市值: $10.8M
Top Position Liquidated / Trimmed
EL
前期市值: $9.1M
During Q3 2024, Aristotle Atlantic Partners, LLC's top holdings by market value included NVDA (9.8%)、MSFT (9.3%)、AAPL (8.3%). The largest single position, NVDA, represented 9.8% of total portfolio value.
In Q3 2024, Aristotle Atlantic Partners, LLC made 69 total portfolio adjustments, initiating 3 new buys, adding to 53 positions, trimming 11 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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