Aristotle Atlantic Partners, LLC

Long Only Manager

Aristotle Atlantic Partners, LLC is a Long Only Manager based in Troy, MI led by Richard Scott Hollander, managing $3.4B across 85 long positions as of Q3 2025 with 43% Technology concentration, 54% concentrated in top 10 holdings, and 43% technology allocation.

ChairmanRichard Scott Hollander

Portfolio Value: $3.4B
Positions: 85
Top Holding: NVDA at 12.07%
Last Reported: Q3 2025

Address2150 Butterfield Drive, Suite 220, Troy, MI, 48084, United States

Top Holdings

Largest long holdings in Aristotle Atlantic Partners, LLC's portfolio (54% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$416.2M	12.07%	-$1.8M Sold	0.01% 2.2M shares	Q4 2017 Held for 7y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$310.9M	9.02%	-$1.3M Sold	0.01% 600.3K shares	Q4 2017 Held for 7y 11m
3 Apple AAPL	Consumer Electronics Technology	$248.7M	7.21%	+$6.4M Bought	0.01% 976.6K shares	Q4 2017 Held for 7y 11m
4 Broadcom Inc. AVGO	Semiconductors Technology	$174.7M	5.07%	+$1.7M Bought	0.01% 529.4K shares	Q1 2019 Held for 6y 8m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$161.7M	4.69%	-$43.2M Sold	0.01% 665.1K shares	Q4 2017 Held for 7y 11m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$143.2M	4.16%	-$4.2M Sold	0.01% 195.1K shares	Q3 2023 Held for 2y 2m
7 Visa V	Financial - Credit Services Financial Services	$114.2M	3.31%	-$2.4M Sold	0.02% 334.4K shares	Q4 2017 Held for 7y 11m
8 Oracle ORCL	Software - Infrastructure Technology	$108.7M	3.15%	+$18.0M Bought	0.01% 386.5K shares	Q3 2023 Held for 2y 2m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$95.4M	2.77%	-$4.2M Sold	0.00% 434.5K shares	Q4 2017 Held for 7y 11m
10 Trane Technologies TT	Construction Industrials	$88.8M	2.57%	-$2.0M Sold	0.09% 210.3K shares	Q1 2018 Held for 7y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aristotle Atlantic Partners, LLC's latest filing

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Market Value

$3.4B

Prior: $3.3B

Q/Q Change

+4.84%

+$159.3M

Net Flows % of MV

-3.43%

Turnover Ratio

4.21%

New Purchases

4 stocks

$32.7M

Added To

8 stocks

+$46.5M

Sold Out Of

5 stocks

$43.4M

Reduced Holdings

53 stocks

-$154.3M

Increased Positions

Position	Shares Δ	Change
1 Shopify SHOP	New	0 → 93.7K +$13.9M
2 Baker Hughes BKR	New	0 → 252.7K +$12.3M
3 Constellation Energy CEG	New	0 → 16.0K +$5.3M
4 Coinbase Global, Inc. COIN	New	0 → 3.6K +$1.2M
5 HubSpot HUBS	+28.23%	20.7K → 26.6K +$2.7M

Decreased Positions

Position	Shares Δ	Change
1 Adobe ADBE	Sold	42.9K → 0 −$16.6M
2 Becton, Dickinson and Company BDX	Sold	94.8K → 0 −$16.3M
3 Halliburton HAL	Sold	441.7K → 0 −$9.0M
4 International Flavors & Fragrances IFF	Sold	13.6K → 0 −$997.3K
5 Salesforce CRM	Sold	1.5K → 0 −$409.0K