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CIK: 0001697267
Total reported value
$2.4B
$2.4B
90 檔
48.6%
According to the latest 13F quarterly dataset, Aristotle Atlantic Partners, LLC managed an equity portfolio of $2.4B at the end of Q4 2024, spanning 90 distinct U.S. exchange-listed positions.
In Q4 2024, Aristotle Atlantic Partners, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.50% | -0.41% | -4.44% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.76% | -1.28% | -4.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.61% | -0.50% | -4.89% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.11% | +0.54% | -4.09% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.85% | -0.38% | -5.35% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.63% | +0.06% | -4.72% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.50% | -0.03% | -2.94% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.05% | -6.11% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.84% | +0.02% | -6.96% | |
| 10 | TT | Trane Technologies plc | Stock-Industrials | 2.55% | +0.15% | -4.78% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.35% | -0.25% | -4.26% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | — | -4.06% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.08% | -0.09% | -5.46% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.95% | -0.46% | -5.33% | |
| 15 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.80% | +0.01% | NEW | |
| 16 | TECH | Bio-techne CORP | Stock-Healthcare | 1.71% | +0.43% | -3.96% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.55% | -0.20% | — | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 1.54% | -0.36% | EXIT | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.43% | -0.04% | -5.13% | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.40% | -0.03% | -3.00% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.34% | -0.04% | -2.63% | |
| 22 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.25% | -0.81% | -5.20% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.15% | -1.65% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.17% | +61.04% | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.94% | -0.05% | -6.05% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | — | -4.56% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.93% | -0.07% | -4.24% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.89% | -0.15% | -6.48% | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 0.86% | -0.38% | -5.94% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.46% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.06% | +56.14% | |
| 32 | GH | Guardant Health Inc | Stock-Healthcare | 0.82% | +0.82% | -4.65% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.82% | +0.04% | -6.01% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.78% | -0.08% | -5.89% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.12% | — | |
| 36 | GTLS | Chart Industries Inc | Stock-Industrials | 0.67% | — | -15.38% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.65% | -0.01% | -5.26% | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.64% | -0.62% | -5.97% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.61% | +0.43% | +69.29% | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.60% | -0.02% | -6.03% | |
| 41 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.59% | -0.16% | -5.82% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.59% | +0.11% | -5.33% | |
| 43 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.58% | -0.06% | -5.39% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.18% | -30.56% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | +0.02% | -5.39% | |
| 46 | GM | General Motors Co | Stock-Consumer Disc | 0.57% | -0.07% | -5.86% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.56% | -0.04% | — | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.56% | — | -6.04% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.55% | — | -3.75% | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.55% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -4.72% | Trim |
| 2 | NVDA | Nvidia CORP | +0.7% | -4.44% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -4.09% | Trim |
| 4 | V | Visa Inc-class A Shares | +0.4% | -2.94% | Trim |
| 5 | BAC | Bank Of America CORP | +0.4% | +56.14% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | -6.11% | Trim |
| 7 | NFLX | Netflix Inc | +0.3% | -5.33% | Trim |
| 8 | EXPE | Expedia Group Inc | +0.3% | -5.23% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.3% | +61.04% | Add |
| 10 | NOW | Servicenow Inc | +0.3% | -6.96% | Trim |
| 11 | AAPL | Apple Inc | +0.3% | -4.89% | Trim |
| 12 | ORCL | Oracle CORP | +0.2% | +69.29% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1564.25% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -4.06% | Trim |
| 15 | GH | Guardant Health Inc | +0.2% | -4.65% | Trim |
| 16 | GTLS | Chart Industries Inc | +0.2% | -15.38% | Trim |
| 17 | GE | General Electric | +0.1% | NEW | New buy |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +22.50% | Add |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | -4.60% | Trim |
| 20 | GM | General Motors Co | +0.1% | -5.86% | Trim |
| 21 | AMP | Ameriprise Financial Inc | +0.1% | -6.05% | Trim |
| 22 | ADPT | Adaptive Biotechnologies | +0.1% | -3.82% | Trim |
| 23 | AR | Antero Resources CORP | +0.1% | -2.18% | Trim |
| 24 | TSLA | Tesla Inc | +0.1% | -9.04% | Trim |
| 25 | MAR | Marriott International -cl A | +0.1% | -6.01% | Trim |
| 26 | AME | Ametek Inc | 0% | -3.00% | Trim |
| 27 | OKLO | Oklo Inc | 0% | +18.43% | Add |
| 28 | TTWO | Take-two Interactive Softwre | 0% | -9.04% | Trim |
| 29 | BMY | Bristol-myers Squibb Co | 0% | NEW | New buy |
| 30 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 31 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 32 | BSX | Boston Scientific CORP | 0% | -5.97% | Trim |
| 33 | COST | Costco Wholesale CORP | — | -4.26% | Trim |
| 34 | TEL | TE Connectivity plc | — | — | Unchanged |
| 35 | KO | Coca-cola Co/the | — | — | Unchanged |
| 36 | PWR | Quanta Services Inc | — | -7.63% | Trim |
| 37 | PANW | Palo Alto Networks Inc | — | +100.00% | Add |
| 38 | DHR | Danaher CORP | — | — | Unchanged |
| 39 | ERII | Energy Recovery Inc | — | — | Unchanged |
| 40 | SPXC | Spx Technologies Inc | — | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 43 | ABT | Abbott Laboratories | — | — | Unchanged |
| 44 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 45 | DOV | Dover CORP | — | — | Unchanged |
| 46 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 47 | IFF | Intl Flavors & Fragrances | 0% | — | Unchanged |
| 48 | BMRN | Biomarin Pharmaceutical Inc | 0% | EXIT | Sold out |
| 49 | IIPR | Innovative Industrial Proper | 0% | EXIT | Sold out |
| 50 | STZ | Constellation Brands Inc-a | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, Aristotle Atlantic Partners, LLC reported a total U.S. public equity portfolio value of $2.4B across 90 disclosed positions in Q4 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 48.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
GE
市值: $4.4M
Top Position Liquidated / Trimmed
DXCM
前期市值: $13.4M
During Q4 2024, Aristotle Atlantic Partners, LLC's top holdings by market value included NVDA (10.5%)、MSFT (8.8%)、AAPL (8.6%). The largest single position, NVDA, represented 10.5% of total portfolio value.
In Q4 2024, Aristotle Atlantic Partners, LLC made 74 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 58 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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