Aristotle Atlantic Partners, LLC — 13F holdings

Aristotle Atlantic Partners, LLC reported 186 holdings worth $2.41B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $228M (9.4%)
2. GOOGL ALPHABET INC — $137M (5.7%)
3. MSFT MICROSOFT CORP — $114M (4.7%)
4. AAPL APPLE INC — $112M (4.7%)
5. AMZN AMAZON COM INC — $97.5M (4.0%)
6. AVGO BROADCOM INC — $90.2M (3.7%)
7. AMAT APPLIED MATLS INC — $80.5M (3.3%)
8. JPM JPMorgan Chase & Co. — $71.3M (3.0%)
9. MRK MERCK & CO INC — $70.2M (2.9%)
10. GH GUARDANT HEALTH INC — $66.4M (2.8%)