Filed: 5/15/2026ACC: 0001398344-26-009224
📋 What this filing means
ARISTOTLE ATLANTIC PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $2.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$2.14B
Total AUM (reported)
14.77M
Total Shares
Allocation by class
COM$1.74B81.6%
CL A$141.94M6.6%
CAP STK CL A$109.55M5.1%
COM CL A$51.32M2.4%
SHS$42.11M2.0%
COM STK$18.31M0.9%
COM NEW$16.22M0.8%
Portfolio Concentration
Top 3$449.06M21.0%
4–10$515.60M24.1%
11–25$537.30M25.2%
Rest$633.94M29.7%
Top 3 weight
21.0%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 14.77M
Sole
Full voting authority
10.98M
shares
% of voting shares74.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.79M
shares
% of voting shares25.7%
Investment Discretion (by position count)
Sole68
Shared0
Other51
Dominant voting typeSole · 74.3% of voting shares
Institutional Holdings119
Rows:
NVIDIA CORPORATION
SOLEShares1.21M
TypeSH
Market value$210.42M
9.85%
Sole
962.48K
Shared
0.00
None
244.04K
MICROSOFT CORP
SOLEShares346.83K
TypeSH
Market value$128.39M
6.01%
Sole
258.10K
Shared
0.00
None
88.73K
APPLE INC
SOLEShares434.44K
TypeSH
Market value$110.26M
5.16%
Sole
320.07K
Shared
0.00
None
114.37K
ALPHABET INC
SOLEShares380.95K
TypeSH
Market value$109.55M
5.13%
Sole
267.99K
Shared
0.00
None
112.96K
AMAZON COM INC
SOLEShares419.64K
TypeSH
Market value$87.40M
4.09%
Sole
296.05K
Shared
0.00
None
123.59K
BROADCOM INC
SOLEShares254.09K
TypeSH
Market value$78.64M
3.68%
Sole
178.88K
Shared
0.00
None
75.21K
MERCK & CO INC
OTRShares552.49K
TypeSH
Market value$66.46M
3.11%
Sole
552.49K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares214.43K
TypeSH
Market value$63.08M
2.95%
Sole
164.11K
Shared
0.00
None
50.33K
META PLATFORMS INC
SOLEShares101.81K
TypeSH
Market value$58.25M
2.73%
Sole
71.69K
Shared
0.00
None
30.13K
AMETEK INC
SOLEShares243.66K
TypeSH
Market value$52.23M
2.45%
Sole
237.67K
Shared
0.00
None
5.99K
VISA INC
SOLEShares156.02K
TypeSH
Market value$47.16M
2.21%
Sole
108.08K
Shared
0.00
None
47.94K
DARLING INGREDIENTS INC
SOLEShares735.53K
TypeSH
Market value$45.49M
2.13%
Sole
441.06K
Shared
0.00
None
294.46K
EXXON MOBIL CORP
OTRShares257.48K
TypeSH
Market value$43.68M
2.05%
Sole
257.48K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares101.05K
TypeSH
Market value$42.11M
1.97%
Sole
43.18K
Shared
0.00
None
57.87K
GUARDANT HEALTH INC
SOLEShares445.53K
TypeSH
Market value$41.15M
1.93%
Sole
304.17K
Shared
0.00
None
141.36K
THERMO FISHER SCIENTIFIC INC
SOLEShares71.04K
TypeSH
Market value$34.92M
1.63%
Sole
69.49K
Shared
0.00
None
1.56K
CHUBB LTD SWITZ
SOLEShares105.83K
TypeSH
Market value$34.49M
1.61%
Sole
65.66K
Shared
0.00
None
40.16K
ANALOG DEVICES INC
SOLEShares108.23K
TypeSH
Market value$34.43M
1.61%
Sole
69.15K
Shared
0.00
None
39.08K
NORFOLK SOUTHN CORP
SOLEShares116.67K
TypeSH
Market value$33.48M
1.57%
Sole
68.64K
Shared
0.00
None
48.03K
APPLIED MATLS INC
SOLEShares96.98K
TypeSH
Market value$33.15M
1.55%
Sole
63.10K
Shared
0.00
None
33.88K
BIO-TECHNE CORP
SOLEShares612.83K
TypeSH
Market value$32.03M
1.50%
Sole
422.17K
Shared
0.00
None
190.66K
INTERCONTINENTAL EXCHANGE IN
SOLEShares188.97K
TypeSH
Market value$29.72M
1.39%
Sole
108.05K
Shared
0.00
None
80.92K
COSTCO WHOLESALE CORPORATION
SOLEShares29.38K
TypeSH
Market value$29.28M
1.37%
Sole
27.93K
Shared
0.00
None
1.45K
NETFLIX INC.
SOLEShares295.09K
TypeSH
Market value$28.37M
1.33%
Sole
169.43K
Shared
0.00
None
125.66K
OREILLY AUTOMOTIVE INC
SOLEShares301.45K
TypeSH
Market value$27.83M
1.30%
Sole
180.33K
Shared
0.00
None
121.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.21M | SH | $210.42M 9.85% | 962.48K | 0.00 | 244.04K |
MICROSOFT CORPSOLE | COM | 346.83K | SH | $128.39M 6.01% | 258.10K | 0.00 | 88.73K |
APPLE INCSOLE | COM | 434.44K | SH | $110.26M 5.16% | 320.07K | 0.00 | 114.37K |
ALPHABET INCSOLE | CAP STK CL A | 380.95K | SH | $109.55M 5.13% | 267.99K | 0.00 | 112.96K |
AMAZON COM INCSOLE | COM | 419.64K | SH | $87.40M 4.09% | 296.05K | 0.00 | 123.59K |
BROADCOM INCSOLE | COM | 254.09K | SH | $78.64M 3.68% | 178.88K | 0.00 | 75.21K |
MERCK & CO INCOTR | COM | 552.49K | SH | $66.46M 3.11% | 552.49K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 214.43K | SH | $63.08M 2.95% | 164.11K | 0.00 | 50.33K |
META PLATFORMS INCSOLE | CL A | 101.81K | SH | $58.25M 2.73% | 71.69K | 0.00 | 30.13K |
AMETEK INCSOLE | COM | 243.66K | SH | $52.23M 2.45% | 237.67K | 0.00 | 5.99K |
VISA INCSOLE | COM CL A | 156.02K | SH | $47.16M 2.21% | 108.08K | 0.00 | 47.94K |
DARLING INGREDIENTS INCSOLE | COM | 735.53K | SH | $45.49M 2.13% | 441.06K | 0.00 | 294.46K |
EXXON MOBIL CORPOTR | COM | 257.48K | SH | $43.68M 2.05% | 257.48K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 101.05K | SH | $42.11M 1.97% | 43.18K | 0.00 | 57.87K |
GUARDANT HEALTH INCSOLE | COM | 445.53K | SH | $41.15M 1.93% | 304.17K | 0.00 | 141.36K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 71.04K | SH | $34.92M 1.63% | 69.49K | 0.00 | 1.56K |
CHUBB LTD SWITZSOLE | COM | 105.83K | SH | $34.49M 1.61% | 65.66K | 0.00 | 40.16K |
ANALOG DEVICES INCSOLE | COM | 108.23K | SH | $34.43M 1.61% | 69.15K | 0.00 | 39.08K |
NORFOLK SOUTHN CORPSOLE | COM | 116.67K | SH | $33.48M 1.57% | 68.64K | 0.00 | 48.03K |
APPLIED MATLS INCSOLE | COM | 96.98K | SH | $33.15M 1.55% | 63.10K | 0.00 | 33.88K |
BIO-TECHNE CORPSOLE | COM | 612.83K | SH | $32.03M 1.50% | 422.17K | 0.00 | 190.66K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 188.97K | SH | $29.72M 1.39% | 108.05K | 0.00 | 80.92K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 29.38K | SH | $29.28M 1.37% | 27.93K | 0.00 | 1.45K |
NETFLIX INC.SOLE | COM | 295.09K | SH | $28.37M 1.33% | 169.43K | 0.00 | 125.66K |
OREILLY AUTOMOTIVE INCSOLE | COM | 301.45K | SH | $27.83M 1.30% | 180.33K | 0.00 | 121.11K |
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