Filed: 8/14/2025ACC: 0001398344-25-015486
📋 What this filing means
ARISTOTLE ATLANTIC PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $3.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$3.29B
Total AUM (reported)
20.40M
Total Shares
Allocation by class
COM$2.64B80.3%
CL A$223.67M6.8%
CAP STK CL A$148.49M4.5%
COM CL A$123.19M3.7%
SHS$109.13M3.3%
COM NEW$34.84M1.1%
CAP STK CL C$5.68M0.2%
Portfolio Concentration
Top 3$848.99M25.8%
4–10$847.43M25.8%
11–25$798.72M24.3%
Rest$792.74M24.1%
Top 3 weight
25.8%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 20.40M
Sole
Full voting authority
10.37M
shares
% of voting shares50.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.03M
shares
% of voting shares49.2%
Investment Discretion (by position count)
Sole60
Shared0
Other25
Dominant voting typeSole · 50.8% of voting shares
Institutional Holdings85
Rows:
NVIDIA CORPORATION
SOLEShares2.24M
TypeSH
Market value$353.91M
10.76%
Sole
1.03M
Shared
0.00
None
1.21M
MICROSOFT CORP
SOLEShares602.89K
TypeSH
Market value$299.89M
9.12%
Sole
252.40K
Shared
0.00
None
350.49K
APPLE INC
SOLEShares951.41K
TypeSH
Market value$195.20M
5.94%
Sole
311.95K
Shared
0.00
None
639.45K
ALPHABET INC
SOLEShares842.61K
TypeSH
Market value$148.49M
4.52%
Sole
291.77K
Shared
0.00
None
550.84K
META PLATFORMS INC
SOLEShares200.76K
TypeSH
Market value$148.18M
4.51%
Sole
77.11K
Shared
0.00
None
123.66K
BROADCOM INC
SOLEShares524.35K
TypeSH
Market value$144.54M
4.40%
Sole
195.44K
Shared
0.00
None
328.91K
VISA INC
SOLEShares341.43K
TypeSH
Market value$121.23M
3.69%
Sole
99.83K
Shared
0.00
None
241.60K
AMAZON COM INC
SOLEShares453.84K
TypeSH
Market value$99.57M
3.03%
Sole
311.78K
Shared
0.00
None
142.05K
TRANE TECHNOLOGIES PLC
SOLEShares215.06K
TypeSH
Market value$94.07M
2.86%
Sole
47.69K
Shared
0.00
None
167.37K
NETFLIX INC
SOLEShares68.22K
TypeSH
Market value$91.36M
2.78%
Sole
17.80K
Shared
0.00
None
50.42K
JPMORGAN CHASE & CO.
SOLEShares286.45K
TypeSH
Market value$83.05M
2.53%
Sole
203.01K
Shared
0.00
None
83.44K
COSTCO WHSL CORP NEW
SOLEShares80.53K
TypeSH
Market value$79.72M
2.42%
Sole
31.40K
Shared
0.00
None
49.14K
ORACLE CORP
SOLEShares322.66K
TypeSH
Market value$70.54M
2.15%
Sole
136.44K
Shared
0.00
None
186.22K
HOME DEPOT INC
SOLEShares172.25K
TypeSH
Market value$63.15M
1.92%
Sole
58.59K
Shared
0.00
None
113.66K
BIO-TECHNE CORP
SOLEShares1.05M
TypeSH
Market value$54.14M
1.65%
Sole
441.03K
Shared
0.00
None
611.25K
SYNOPSYS INC
SOLEShares99.74K
TypeSH
Market value$51.14M
1.56%
Sole
27.76K
Shared
0.00
None
71.98K
ELI LILLY & CO
SOLEShares62.49K
TypeSH
Market value$48.71M
1.48%
Sole
19.55K
Shared
0.00
None
42.94K
NORFOLK SOUTHN CORP
SOLEShares189.65K
TypeSH
Market value$48.55M
1.48%
Sole
68.10K
Shared
0.00
None
121.55K
GUARDANT HEALTH INC
SOLEShares931.96K
TypeSH
Market value$48.50M
1.48%
Sole
363.48K
Shared
0.00
None
568.48K
AMETEK INC
SOLEShares244.66K
TypeSH
Market value$44.27M
1.35%
Sole
237.49K
Shared
0.00
None
7.18K
S&P GLOBAL INC
SOLEShares83.66K
TypeSH
Market value$44.11M
1.34%
Sole
8.35K
Shared
0.00
None
75.31K
DARLING INGREDIENTS INC
SOLEShares1.16M
TypeSH
Market value$44.08M
1.34%
Sole
474.67K
Shared
0.00
None
687.28K
CROWDSTRIKE HLDGS INC
SOLEShares79.42K
TypeSH
Market value$40.45M
1.23%
Sole
29.55K
Shared
0.00
None
49.88K
MERCK & CO INC
OTRShares496.61K
TypeSH
Market value$39.31M
1.20%
Sole
496.61K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares163.80K
TypeSH
Market value$38.99M
1.19%
Sole
45.55K
Shared
0.00
None
118.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.24M | SH | $353.91M 10.76% | 1.03M | 0.00 | 1.21M |
MICROSOFT CORPSOLE | COM | 602.89K | SH | $299.89M 9.12% | 252.40K | 0.00 | 350.49K |
APPLE INCSOLE | COM | 951.41K | SH | $195.20M 5.94% | 311.95K | 0.00 | 639.45K |
ALPHABET INCSOLE | CAP STK CL A | 842.61K | SH | $148.49M 4.52% | 291.77K | 0.00 | 550.84K |
META PLATFORMS INCSOLE | CL A | 200.76K | SH | $148.18M 4.51% | 77.11K | 0.00 | 123.66K |
BROADCOM INCSOLE | COM | 524.35K | SH | $144.54M 4.40% | 195.44K | 0.00 | 328.91K |
VISA INCSOLE | COM CL A | 341.43K | SH | $121.23M 3.69% | 99.83K | 0.00 | 241.60K |
AMAZON COM INCSOLE | COM | 453.84K | SH | $99.57M 3.03% | 311.78K | 0.00 | 142.05K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 215.06K | SH | $94.07M 2.86% | 47.69K | 0.00 | 167.37K |
NETFLIX INCSOLE | COM | 68.22K | SH | $91.36M 2.78% | 17.80K | 0.00 | 50.42K |
JPMORGAN CHASE & CO.SOLE | COM | 286.45K | SH | $83.05M 2.53% | 203.01K | 0.00 | 83.44K |
COSTCO WHSL CORP NEWSOLE | COM | 80.53K | SH | $79.72M 2.42% | 31.40K | 0.00 | 49.14K |
ORACLE CORPSOLE | COM | 322.66K | SH | $70.54M 2.15% | 136.44K | 0.00 | 186.22K |
HOME DEPOT INCSOLE | COM | 172.25K | SH | $63.15M 1.92% | 58.59K | 0.00 | 113.66K |
BIO-TECHNE CORPSOLE | COM | 1.05M | SH | $54.14M 1.65% | 441.03K | 0.00 | 611.25K |
SYNOPSYS INCSOLE | COM | 99.74K | SH | $51.14M 1.56% | 27.76K | 0.00 | 71.98K |
ELI LILLY & COSOLE | COM | 62.49K | SH | $48.71M 1.48% | 19.55K | 0.00 | 42.94K |
NORFOLK SOUTHN CORPSOLE | COM | 189.65K | SH | $48.55M 1.48% | 68.10K | 0.00 | 121.55K |
GUARDANT HEALTH INCSOLE | COM | 931.96K | SH | $48.50M 1.48% | 363.48K | 0.00 | 568.48K |
AMETEK INCSOLE | COM | 244.66K | SH | $44.27M 1.35% | 237.49K | 0.00 | 7.18K |
S&P GLOBAL INCSOLE | COM | 83.66K | SH | $44.11M 1.34% | 8.35K | 0.00 | 75.31K |
DARLING INGREDIENTS INCSOLE | COM | 1.16M | SH | $44.08M 1.34% | 474.67K | 0.00 | 687.28K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 79.42K | SH | $40.45M 1.23% | 29.55K | 0.00 | 49.88K |
MERCK & CO INCOTR | COM | 496.61K | SH | $39.31M 1.20% | 496.61K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 163.80K | SH | $38.99M 1.19% | 45.55K | 0.00 | 118.25K |
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