Aristotle Atlantic Partners, LLC
- SEC CIK
- 0001697267
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 101
- No 13F data for Q4 2020
- Portfolio value
- $1.37B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 472,878 | $111.5M | 8.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 24,720 | $76.5M | 5.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 32,029 | $66.1M | 4.8% | – | – | History |
| AMEAmetek Inc | COM | 446,399 | $57.0M | 4.2% | – | – | History |
| VVisa Inc. | Stock | 219,744 | $46.5M | 3.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 578,210 | $44.6M | 3.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 83,401 | $44.5M | 3.3% | – | – | History |
| ADBEAdobe Inc. | Stock | 92,256 | $43.9M | 3.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 181,089 | $36.5M | 2.7% | – | – | History |
| TECHBIO-TECHNE Corp | COM | 89,007 | $34.0M | 2.5% | – | – | History |
| UNPUnion Pacific Corp | Stock | 147,000 | $32.4M | 2.4% | – | – | History |
| GPNGlobal Payments Inc | Stock | 154,990 | $31.2M | 2.3% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 177,965 | $30.6M | 2.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 99,738 | $30.4M | 2.2% | – | – | History |
| GHGuardant Health, Inc. | COM | 190,868 | $29.1M | 2.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 58,645 | $26.8M | 2.0% | – | – | History |
| PLDPrologis, Inc. | REIT | 248,355 | $26.3M | 1.9% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 97,589 | $26.2M | 1.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 74,106 | $26.1M | 1.9% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 52,842 | $25.9M | 1.9% | – | – | History |
| TFXTeleflex Inc | COM | 61,071 | $25.4M | 1.9% | – | – | History |
| MSCIMSCI Inc. | Stock | 55,728 | $23.4M | 1.7% | – | – | History |
| ADPTAdaptive Biotechnologies Corp | COM | 570,942 | $23.0M | 1.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 149,511 | $22.8M | 1.7% | – | – | History |
| CRMSalesforce, Inc. | Stock | 106,534 | $22.6M | 1.7% | – | – | History |
| TWLOTwilio Inc | CL A | 64,397 | $21.9M | 1.6% | – | – | History |
| CICigna Group | Stock | 90,011 | $21.8M | 1.6% | – | – | History |
| COUPCoupa Software Inc | COM | 81,783 | $20.8M | 1.5% | – | – | History |
| AAPLApple Inc. | Stock | 167,453 | $20.5M | 1.5% | – | – | History |
| BALLBALL Corp | COM | 237,054 | $20.1M | 1.5% | – | – | History |
| QRVOQorvo, Inc. | Stock | 93,059 | $17.0M | 1.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 35,794 | $14.4M | 1.1% | – | – | History |
| DXCMDexcom Inc | COM | 39,664 | $14.3M | 1.0% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 253,482 | $14.2M | 1.0% | – | – | History |
| SAGESage Therapeutics, Inc. | COM | 161,061 | $12.1M | 0.9% | – | – | History |
| PHParker-Hannifin Corp | Stock | 32,770 | $10.3M | 0.8% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 160,492 | $10.1M | 0.7% | – | – | History |
| AMTAmerican Tower Corp | REIT | 40,000 | $9.56M | 0.7% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 34,861 | $8.10M | 0.6% | – | – | History |
| PCHPotlatchdeltic Corp | COM | 151,661 | $8.03M | 0.6% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 55,668 | $7.83M | 0.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 16,806 | $7.79M | 0.6% | – | – | History |
| MARMarriott International Inc | Stock | 51,875 | $7.68M | 0.6% | – | – | History |
| BACBank of America Corp | Stock | 180,063 | $6.97M | 0.5% | – | – | History |
| CMCSAComcast Corp | Stock | 127,264 | $6.89M | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 34,085 | $6.29M | 0.5% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 16,000 | $6.14M | 0.4% | – | – | History |
| AYXAlteryx, Inc. | COM CL A | 73,133 | $6.07M | 0.4% | – | – | History |
| MUSAMurphy USA Inc. | COM | 41,913 | $6.06M | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 26,308 | $5.71M | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 46,986 | $5.63M | 0.4% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 48,474 | $5.41M | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 21,279 | $5.17M | 0.4% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 28,152 | $5.17M | 0.4% | – | – | History |
| CBChubb Ltd | Stock | 31,826 | $5.03M | 0.4% | – | – | History |
| PSXPhillips 66 | Stock | 60,829 | $4.96M | 0.4% | – | – | History |
| MURMurphy Oil Corp | COM | 286,155 | $4.70M | 0.3% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 30,063 | $4.67M | 0.3% | – | – | History |
| AVYAvery Dennison Corp | COM | 25,403 | $4.67M | 0.3% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 19,042 | $4.63M | 0.3% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 15,583 | $4.53M | 0.3% | – | – | History |
| TTTrane Technologies plc | SHS | 25,459 | $4.21M | 0.3% | – | – | History |
| GTLSChart Industries Inc | COM | 28,747 | $4.09M | 0.3% | – | – | History |
| CTLTCatalent, Inc. | COM | 38,590 | $4.06M | 0.3% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 7,381 | $3.74M | 0.3% | – | – | History |
| GMGeneral Motors Co | COM | 63,645 | $3.66M | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 24,453 | $3.46M | 0.3% | – | – | History |
| NEENextera Energy Inc | Stock | 41,116 | $3.11M | 0.2% | – | – | History |
| DGDollar General Corp | COM | 14,765 | $2.99M | 0.2% | – | – | History |
| NOWServiceNow, Inc. | Stock | 5,523 | $2.76M | 0.2% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 15,755 | $2.59M | 0.2% | – | – | History |
| TELTE Connectivity plc | REG SHS | 20,000 | $2.58M | 0.2% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 16,466 | $2.30M | 0.2% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 14,526 | $2.18M | 0.2% | – | – | History |
| ILMNIllumina, Inc. | COM | 5,500 | $2.11M | 0.2% | – | – | History |
| BABoeing Co | Stock | 7,500 | $1.91M | 0.1% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 25,000 | $1.89M | 0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 21,200 | $1.37M | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 3,740 | $1.32M | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 6,720 | $910.0K | 0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 7,941 | $743.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 14,000 | $738.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,880 | $608.0K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,500 | $554.0K | <0.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,848 | $421.0K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,387 | $409.0K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 3,000 | $398.0K | <0.1% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 2,000 | $364.0K | <0.1% | – | – | History |
| IIPRInnovative Industrial Properties Inc | COM | 2,000 | $360.0K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,100 | $354.0K | <0.1% | – | – | History |
| GW Pharmaceuticals PLC36197T103 | ADS | 1,500 | $325.0K | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,400 | $320.0K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 152 | $314.0K | <0.1% | – | – | History |
| OKTAOkta, Inc. | CL A | 1,314 | $290.0K | <0.1% | – | – | History |
| ERIIEnergy Recovery, Inc. | COM | 15,000 | $275.0K | <0.1% | – | – | History |
| DOVDOVER Corp | COM | 2,000 | $274.0K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,450 | $265.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,500 | $247.0K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 4,000 | $233.0K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,000 | $225.0K | <0.1% | – | – | History |