Aristotle Atlantic Partners, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 130
Total Value: 2963394967
Accession Number: 0001398344-25-009456
Form Type: 13F-HR
CIK: 0001697267
Manager Name: Aristotle Atlantic Partners, LLC

Data Enrichment

99% identified

129 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $2,963,394.967K total value

130 positions

Manager:

SEC FilingSEC DataHachi Filing

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S&P Global Inc.

SPGI|78409V104

84835(-1.0%)

Value:

$43.1B(+0.9%)

ServiceNow, Inc.

NOW|81762P102

53056(-37.6%)

Value:

$42.2B(-53.1%)

Guardant Health, Inc.

GH|40131M109

964521(+13.2%)

Value:

$41.1B(+57.9%)

DARLING INGREDIENTS INC.

DAR|237266101

1202328(+1.7%)

Value:

$37.6B(-5.7%)

ELI LILLY & Co

LLY|532457108

43196(+4.9%)

Value:

$35.7B(+12.2%)

ANALOG DEVICES INC

ADI|032654105

169785(+97.3%)

Value:

$34.2B(+87.3%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

23527(-1.5%)

Value:

$33.7B(+18.9%)

Intercontinental Exchange, Inc.

ICE|45866F104

191436(+4.4%)

Value:

$33.0B(+20.8%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

66153(+3.6%)

Value:

$32.9B(-0.9%)

Prologis, Inc.

PLD|74340W103

281148(+0.8%)

Value:

$31.4B(+6.6%)

EXXON MOBIL CORP

XOM|30231G102

251482(+0.0%)

Value:

$29.9B(+10.6%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

59496(+6.3%)

Value:

$28.8B(-3.3%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

81624(+308.7%)

Value:

$28.8B(+321.1%)

BANK OF AMERICA CORP /DE/

BAC|060505104

678126(+11.5%)

Value:

$28.3B(+5.9%)

Chubb Ltd

CB|H1467J104

93569(+4.8%)

Value:

$28.3B(+14.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

234539(+3.7%)

Value:

$23.7B(+17.1%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

47986(-6.4%)

Value:

$23.3B(+12.7%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

96909(+4.0%)

Value:

$23.1B(-11.2%)

BECTON DICKINSON & CO

BDX|075887109

97737(+25.2%)

Value:

$22.4B(+26.4%)

UNION PACIFIC CORP

UNP|907818108

94350(+0.0%)

Value:

$22.3B(+3.6%)

Instrument	Shares		Other Manager	Value
S&P Global Inc.(SPGIcusip78409V104)	84.8K	QoQ -1.04% (-899) YoY -3.90% (-3.4K)	All Managers (Combined)	$43.1M	QoQ +0.95% (-$406.6K) YoY +14.76% (-$5.5M)
Servicenow, Inc.(NOWcusip81762P102)	53.1K	QoQ -37.62% (-32.0K) YoY -44.20% (-42.0K)	All Managers (Combined)	$42.2M	QoQ -53.15% (-$47.9M) YoY -41.73% (-$30.3M)
Guardant Health, Inc.(GHcusip40131M109)	964.5K	QoQ +13.20% (+112.5K) YoY +19.53% (+157.6K)	All Managers (Combined)	$41.1M	QoQ +57.86% (+$15.1M) YoY +146.83% (+$24.4M)
Darling Ingredients Inc.(DARcusip237266101)	1.2M	QoQ +1.74% (-20.6K) YoY +20.68% (-206.1K)	All Managers (Combined)	$37.6M	QoQ -5.65% (-$2.3M) YoY -18.93% (-$8.8M)
Eli Lilly & Co(LLYcusip532457108)	43.2K	QoQ +4.90% (+2.0K) YoY +422.06% (+34.9K)	All Managers (Combined)	$35.7M	QoQ +12.22% (+$3.9M) YoY +454.24% (+$29.2M)
Analog Devices Inc(ADIcusip032654105)	169.8K	QoQ +97.27% (+83.7K) YoY NEW(+169.8K)	All Managers (Combined)	$34.2M	QoQ +87.25% (+$16.0M) YoY NEW(+$34.2M)
O Reilly Automotive Inc(ORLYcusip67103H107)	23.5K	QoQ -1.54% (-368) YoY -15.60% (-4.3K)	All Managers (Combined)	$33.7M	QoQ +18.95% (-$5.4M) YoY +7.10% (-$2.2M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	191.4K	QoQ +4.39% (+8.1K) YoY -10.64% (-22.8K)	All Managers (Combined)	$33.0M	QoQ +20.84% (+$5.7M) YoY +12.16% (-$3.6M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	66.2K	QoQ +3.59% (-2.3K) YoY -39.16% (-42.6K)	All Managers (Combined)	$32.9M	QoQ -0.90% (-$301.5K) YoY -47.91% (-$30.3M)
Prologis, Inc.(PLDcusip74340W103)	281.1K	QoQ +0.83% (+2.3K) YoY -8.61% (-26.5K)	All Managers (Combined)	$31.4M	QoQ +6.64% (+$2.0M) YoY -21.55% (-$8.6M)
Exxon Mobil Corp(XOMcusip30231G102)	251.5K	QoQ 0.00% (+0) YoY -1.56% (-4.0K)	All Managers (Combined)	$29.9M	QoQ +10.56% (+$2.9M) YoY +0.71% (-$211.5K)
Ameriprise Financial Inc(AMPcusip03076C106)	59.5K	QoQ +6.32% (-3.5K) YoY -8.07% (-5.2K)	All Managers (Combined)	$28.8M	QoQ -3.32% (-$991.1K) YoY +1.49% (-$425.0K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	81.6K	QoQ +308.71% (+61.7K) YoY +6461.41% (+80.4K)	All Managers (Combined)	$28.8M	QoQ +321.15% (+$21.9M) YoY +7116.14% (+$28.4M)
Bank Of America Corp /De/(BACcusip060505104)	678.1K	QoQ +11.51% (+70.0K) YoY +78.19% (+297.6K)	All Managers (Combined)	$28.3M	QoQ +5.88% (+$1.6M) YoY +96.10% (+$13.9M)
Chubb Ltd(CBcusipH1467J104)	93.6K	QoQ +4.77% (+4.3K) YoY -16.92% (-19.1K)	All Managers (Combined)	$28.3M	QoQ +14.52% (+$3.6M) YoY -3.18% (-$928.9K)
Boston Scientific Corp(BSXcusip101137107)	234.5K	QoQ +3.69% (+8.4K) YoY NEW(+234.5K)	All Managers (Combined)	$23.7M	QoQ +17.11% (+$3.5M) YoY NEW(+$23.7M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	48.0K	QoQ -6.37% (-3.3K) YoY -18.28% (-10.7K)	All Managers (Combined)	$23.3M	QoQ +12.72% (-$2.6M) YoY -5.22% (-$1.3M)
Marriott International Inc /Md/(MARcusip571903202)	96.9K	QoQ +4.04% (-3.8K) YoY -11.75% (-12.9K)	All Managers (Combined)	$23.1M	QoQ -11.15% (-$2.9M) YoY -16.69% (-$4.6M)
Becton Dickinson & Co(BDXcusip075887109)	97.7K	QoQ +25.18% (+19.7K) YoY +6.00% (-5.5K)	All Managers (Combined)	$22.4M	QoQ +26.39% (+$4.7M) YoY -1.87% (-$427.5K)
Union Pacific Corp(UNPcusip907818108)	94.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$22.3M	QoQ +3.59% (+$773.7K) YoY -3.94% (-$914.3K)