Aristotle Atlantic Partners, LLC
SEC Form 13F institutional filer · CIK 0001697267
13F-HR · 100 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$1.94B
Top-10 concentration
49.7%
Aristotle Atlantic Partners, LLC — $1.94B AUM allocation strategy
Aristotle Atlantic Partners, LLC files SEC Form 13F and reports $1.94B of long US equity value across 100 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.7%, followed by Financials 9.0% and Communication Services 8.6%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aristotle Atlantic Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.94B
total across 100 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AWK +86.2K sh · +$12.1M+$MRK +55.9K sh · +$14.2M+$AMAT +47.1K sh · +$20.3M
Biggest trims (shares)
−$NEE −141K sh · −$9.43M−$ORCL −27.1K sh · −$9.16M−$TECH −24K sh · −$5.43M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.7%—
- Interactive Media & Services8.6%—
- Systems Software6.6%—
- Technology Hardware, Storage & Peripherals5.7%—
- Broadline Retail4.5%—
- Life Sciences Tools & Services3.4%—
- Pharmaceuticals3.4%—
- Diversified Banks3.2%—
- Other holdings47.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.21M | $210M | -14K | 10.8% |
| $MSFT | Microsoft Corporation | 347K | $128M | +10.8K | 6.6% |
| $AAPL | Apple Inc | 434K | $110M | -10.7K | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 381K | $110M | +24.4K | 5.6% |
| $AMZN | Amazon.com Inc | 420K | $87.4M | -1.9K | 4.5% |
| $AVGO | Broadcom Inc | 254K | $78.6M | +6.68K | 4.1% |
| $MRK | Merck & Company Inc | 552K | $66.5M | +55.9K | 3.4% |
| $JPM | JP Morgan Chase & Co | 214K | $63.1M | -3.42K | 3.3% |
| $META | Meta Platforms Inc | 102K | $58.2M | -996 | 3.0% |
| $AME | AMETEK Inc | 244K | $52.2M | +10.2K | 2.7% |
…and 90 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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