DOSSIER · 13F-HR · Q2 2026

Aristotle Atlantic Partners, LLC

$2.4B in tracked AUM across 186 positions as of Q2 2026.

AA
CIK 0001697267 · last filed Jun 30, 2026
Total AUM
$2.4B
as of Q2 2026
Holdings
186
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Aristotle Atlantic Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$228M1.1M9.4%
02
GOOGL
ALPHABET INC
$137M383K5.7%
03
MSFT
MICROSOFT CORP
$114M306K4.7%
04
AAPL
APPLE INC
$112M388K4.7%
05
AMZN
AMAZON COM INC
$98M409K4.0%
06
AVGO
BROADCOM INC
$90M239K3.7%
07
AMAT
APPLIED MATLS INC
$80M111K3.3%
08
JPM
JPMORGAN CHASE & CO
$71M218K3.0%
09
MRK
MERCK & CO INC
$70M546K2.9%
10
GH
GUARDANT HEALTH INC
$66M443K2.8%

Filing history

2026Q2Jun 30
$2.4B 12.9%
186 positionsView →
2026Q1Mar 31
$2.1B 2.3%
186 positionsView →
2025Q4Dec 31
$2.2B 36.6%
130 positionsView →
2025Q3Sep 30
$3.4B 4.8%
126 positionsView →
2025Q2Jun 30
$3.3B 10.9%
125 positionsLocked
2025Q1Mar 31
$3.0B 6.8%
130 positionsLocked
2024Q4Dec 31
$3.2B 1.1%
131 positionsLocked
2024Q3Sep 30
$3.2B 4.2%
135 positionsLocked
2024Q2Jun 30
$3.1B 0.7%
135 positionsLocked
2024Q1Mar 31
$3.1B 7.8%
137 positionsLocked
2023Q4Dec 31
$2.8B 13.8%
140 positionsLocked
2023Q3Sep 30
$2.5B 5.9%
144 positionsLocked
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