Filed: 11/14/2025ACC: 0001398344-25-020917
📋 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 $3.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$3.45B
Total AUM (reported)
20.10M
Total Shares
Allocation by class
COM$2.77B80.5%
CL A$225.09M6.5%
CAP STK CL A$161.68M4.7%
COM CL A$117.35M3.4%
SHS$103.79M3.0%
COM NEW$40.25M1.2%
CL A SUB VTG SHS$13.93M0.4%
Portfolio Concentration
Top 3$975.80M28.3%
4–10$886.62M25.7%
11–25$815.67M23.7%
Rest$769.08M22.3%
Top 3 weight
28.3%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 20.10M
Sole
Full voting authority
9.95M
shares
% of voting shares49.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.16M
shares
% of voting shares50.5%
Investment Discretion (by position count)
Sole62
Shared0
Other23
Dominant voting typeNone · 50.5% of voting shares
Institutional Holdings85
Rows:
NVIDIA CORPORATION
SOLEShares2.23M
TypeSH
Market value$416.18M
12.07%
Sole
983.81K
Shared
0.00
None
1.25M
MICROSOFT CORP
SOLEShares600.33K
TypeSH
Market value$310.94M
9.02%
Sole
248.05K
Shared
0.00
None
352.28K
APPLE INC
SOLEShares976.64K
TypeSH
Market value$248.68M
7.21%
Sole
303.88K
Shared
0.00
None
672.75K
BROADCOM INC
SOLEShares529.40K
TypeSH
Market value$174.65M
5.07%
Sole
182.97K
Shared
0.00
None
346.42K
ALPHABET INC
SOLEShares665.07K
TypeSH
Market value$161.68M
4.69%
Sole
251.39K
Shared
0.00
None
413.68K
META PLATFORMS INC
SOLEShares195.06K
TypeSH
Market value$143.25M
4.16%
Sole
73.10K
Shared
0.00
None
121.95K
VISA INC
SOLEShares334.41K
TypeSH
Market value$114.16M
3.31%
Sole
94.85K
Shared
0.00
None
239.56K
ORACLE CORP
SOLEShares386.55K
TypeSH
Market value$108.71M
3.15%
Sole
123.68K
Shared
0.00
None
262.86K
AMAZON COM INC
SOLEShares434.54K
TypeSH
Market value$95.41M
2.77%
Sole
298.93K
Shared
0.00
None
135.61K
TRANE TECHNOLOGIES PLC
SOLEShares210.34K
TypeSH
Market value$88.76M
2.57%
Sole
45.49K
Shared
0.00
None
164.85K
JPMORGAN CHASE & CO.
SOLEShares277.60K
TypeSH
Market value$87.56M
2.54%
Sole
197.90K
Shared
0.00
None
79.70K
NETFLIX INC
SOLEShares66.55K
TypeSH
Market value$79.78M
2.31%
Sole
16.71K
Shared
0.00
None
49.84K
HOME DEPOT INC
SOLEShares167.51K
TypeSH
Market value$67.87M
1.97%
Sole
55.20K
Shared
0.00
None
112.31K
COSTCO WHSL CORP NEW
SOLEShares71.49K
TypeSH
Market value$66.17M
1.92%
Sole
28.77K
Shared
0.00
None
42.72K
GUARDANT HEALTH INC
SOLEShares923.73K
TypeSH
Market value$57.71M
1.67%
Sole
365.21K
Shared
0.00
None
558.53K
BIO-TECHNE CORP
SOLEShares1.03M
TypeSH
Market value$57.15M
1.66%
Sole
425.53K
Shared
0.00
None
601.80K
NORFOLK SOUTHN CORP
SOLEShares183.92K
TypeSH
Market value$55.25M
1.60%
Sole
64.67K
Shared
0.00
None
119.25K
ELI LILLY & CO
SOLEShares67.99K
TypeSH
Market value$51.88M
1.50%
Sole
19.95K
Shared
0.00
None
48.04K
ANALOG DEVICES INC
SOLEShares195.15K
TypeSH
Market value$47.95M
1.39%
Sole
76.60K
Shared
0.00
None
118.54K
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares3.13M
TypeSH
Market value$46.78M
1.36%
Sole
1.26M
Shared
0.00
None
1.87M
AMETEK INC
SOLEShares237.46K
TypeSH
Market value$44.64M
1.30%
Sole
231.61K
Shared
0.00
None
5.85K
MERCK & CO INC
OTRShares496.61K
TypeSH
Market value$41.68M
1.21%
Sole
496.61K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares82.88K
TypeSH
Market value$40.34M
1.17%
Sole
8K
Shared
0.00
None
74.88K
THERMO FISHER SCIENTIFIC INC
SOLEShares74.65K
TypeSH
Market value$36.21M
1.05%
Sole
72.87K
Shared
0.00
None
1.77K
DARLING INGREDIENTS INC
SOLEShares1.12M
TypeSH
Market value$34.69M
1.01%
Sole
451.30K
Shared
0.00
None
672.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.23M | SH | $416.18M 12.07% | 983.81K | 0.00 | 1.25M |
MICROSOFT CORPSOLE | COM | 600.33K | SH | $310.94M 9.02% | 248.05K | 0.00 | 352.28K |
APPLE INCSOLE | COM | 976.64K | SH | $248.68M 7.21% | 303.88K | 0.00 | 672.75K |
BROADCOM INCSOLE | COM | 529.40K | SH | $174.65M 5.07% | 182.97K | 0.00 | 346.42K |
ALPHABET INCSOLE | CAP STK CL A | 665.07K | SH | $161.68M 4.69% | 251.39K | 0.00 | 413.68K |
META PLATFORMS INCSOLE | CL A | 195.06K | SH | $143.25M 4.16% | 73.10K | 0.00 | 121.95K |
VISA INCSOLE | COM CL A | 334.41K | SH | $114.16M 3.31% | 94.85K | 0.00 | 239.56K |
ORACLE CORPSOLE | COM | 386.55K | SH | $108.71M 3.15% | 123.68K | 0.00 | 262.86K |
AMAZON COM INCSOLE | COM | 434.54K | SH | $95.41M 2.77% | 298.93K | 0.00 | 135.61K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 210.34K | SH | $88.76M 2.57% | 45.49K | 0.00 | 164.85K |
JPMORGAN CHASE & CO.SOLE | COM | 277.60K | SH | $87.56M 2.54% | 197.90K | 0.00 | 79.70K |
NETFLIX INCSOLE | COM | 66.55K | SH | $79.78M 2.31% | 16.71K | 0.00 | 49.84K |
HOME DEPOT INCSOLE | COM | 167.51K | SH | $67.87M 1.97% | 55.20K | 0.00 | 112.31K |
COSTCO WHSL CORP NEWSOLE | COM | 71.49K | SH | $66.17M 1.92% | 28.77K | 0.00 | 42.72K |
GUARDANT HEALTH INCSOLE | COM | 923.73K | SH | $57.71M 1.67% | 365.21K | 0.00 | 558.53K |
BIO-TECHNE CORPSOLE | COM | 1.03M | SH | $57.15M 1.66% | 425.53K | 0.00 | 601.80K |
NORFOLK SOUTHN CORPSOLE | COM | 183.92K | SH | $55.25M 1.60% | 64.67K | 0.00 | 119.25K |
ELI LILLY & COSOLE | COM | 67.99K | SH | $51.88M 1.50% | 19.95K | 0.00 | 48.04K |
ANALOG DEVICES INCSOLE | COM | 195.15K | SH | $47.95M 1.39% | 76.60K | 0.00 | 118.54K |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 3.13M | SH | $46.78M 1.36% | 1.26M | 0.00 | 1.87M |
AMETEK INCSOLE | COM | 237.46K | SH | $44.64M 1.30% | 231.61K | 0.00 | 5.85K |
MERCK & CO INCOTR | COM | 496.61K | SH | $41.68M 1.21% | 496.61K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 82.88K | SH | $40.34M 1.17% | 8K | 0.00 | 74.88K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 74.65K | SH | $36.21M 1.05% | 72.87K | 0.00 | 1.77K |
DARLING INGREDIENTS INCSOLE | COM | 1.12M | SH | $34.69M 1.01% | 451.30K | 0.00 | 672.59K |
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