Aristotle Atlantic Partners, LLC
- SEC CIK
- 0001697267
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 101
- 2020 年第 4 季沒有 13F 資料
- 總值
- $13.7 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 472,878 | $1.11 億 | 8.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,720 | $7,649 萬 | 5.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,029 | $6,606 萬 | 4.8% | – | – | 歷史 |
| AMEAmetek Inc | COM | 446,399 | $5,702 萬 | 4.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 219,744 | $4,653 萬 | 3.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 578,210 | $4,457 萬 | 3.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 83,401 | $4,453 萬 | 3.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 92,256 | $4,386 萬 | 3.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 181,089 | $3,646 萬 | 2.7% | – | – | 歷史 |
| TECHBIO-TECHNE Corp | COM | 89,007 | $3,400 萬 | 2.5% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 147,000 | $3,240 萬 | 2.4% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 154,990 | $3,124 萬 | 2.3% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 177,965 | $3,063 萬 | 2.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 99,738 | $3,045 萬 | 2.2% | – | – | 歷史 |
| GHGuardant Health, Inc. | COM | 190,868 | $2,914 萬 | 2.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 58,645 | $2,677 萬 | 2.0% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 248,355 | $2,633 萬 | 1.9% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 97,589 | $2,621 萬 | 1.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 74,106 | $2,612 萬 | 1.9% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 52,842 | $2,586 萬 | 1.9% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 61,071 | $2,537 萬 | 1.9% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 55,728 | $2,337 萬 | 1.7% | – | – | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 570,942 | $2,299 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 149,511 | $2,276 萬 | 1.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 106,534 | $2,257 萬 | 1.7% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 64,397 | $2,194 萬 | 1.6% | – | – | 歷史 |
| CICigna Group | Stock | 90,011 | $2,176 萬 | 1.6% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 81,783 | $2,081 萬 | 1.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 167,453 | $2,046 萬 | 1.5% | – | – | 歷史 |
| BALLBALL Corp | COM | 237,054 | $2,009 萬 | 1.5% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 93,059 | $1,700 萬 | 1.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 35,794 | $1,444 萬 | 1.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 39,664 | $1,426 萬 | 1.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 253,482 | $1,415 萬 | 1.0% | – | – | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 161,061 | $1,206 萬 | 0.9% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 32,770 | $1,034 萬 | 0.8% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 160,492 | $1,013 萬 | 0.7% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 40,000 | $956.2 萬 | 0.7% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 34,861 | $810.4 萬 | 0.6% | – | – | 歷史 |
| PCHPotlatchdeltic Corp | COM | 151,661 | $802.6 萬 | 0.6% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 55,668 | $782.8 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,806 | $779.2 萬 | 0.6% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 51,875 | $768.3 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 180,063 | $696.7 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 127,264 | $688.6 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 34,085 | $628.9 萬 | 0.5% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 16,000 | $614.5 萬 | 0.4% | – | – | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 73,133 | $606.7 萬 | 0.4% | – | – | 歷史 |
| MUSAMurphy USA Inc. | COM | 41,913 | $605.9 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 26,308 | $571.1 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 46,986 | $563.1 萬 | 0.4% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 48,474 | $541.4 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,279 | $516.8 萬 | 0.4% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 28,152 | $516.5 萬 | 0.4% | – | – | 歷史 |
| CBChubb Ltd | Stock | 31,826 | $502.8 萬 | 0.4% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 60,829 | $496.0 萬 | 0.4% | – | – | 歷史 |
| MURMurphy Oil Corp | COM | 286,155 | $469.6 萬 | 0.3% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 30,063 | $466.6 萬 | 0.3% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 25,403 | $466.5 萬 | 0.3% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 19,042 | $463.0 萬 | 0.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 15,583 | $453.2 萬 | 0.3% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 25,459 | $421.5 萬 | 0.3% | – | – | 歷史 |
| GTLSChart Industries Inc | COM | 28,747 | $409.2 萬 | 0.3% | – | – | 歷史 |
| CTLTCatalent, Inc. | COM | 38,590 | $406.4 萬 | 0.3% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 7,381 | $374.4 萬 | 0.3% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 63,645 | $365.7 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 24,453 | $345.9 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 41,116 | $310.9 萬 | 0.2% | – | – | 歷史 |
| DGDollar General Corp | COM | 14,765 | $299.2 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,523 | $276.3 萬 | 0.2% | – | – | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 15,755 | $258.9 萬 | 0.2% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 20,000 | $258.2 萬 | 0.2% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 16,466 | $229.9 萬 | 0.2% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 14,526 | $217.8 萬 | 0.2% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 5,500 | $211.2 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 7,500 | $191.0 萬 | 0.1% | – | – | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 25,000 | $188.8 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,200 | $137.0 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,740 | $131.9 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,720 | $91.0 萬 | 0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,941 | $74.3 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 14,000 | $73.8 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,880 | $60.8 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,500 | $55.4 萬 | <0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,848 | $42.1 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,387 | $40.9 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,000 | $39.8 萬 | <0.1% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 2,000 | $36.4 萬 | <0.1% | – | – | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 2,000 | $36.0 萬 | <0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,100 | $35.4 萬 | <0.1% | – | – | 歷史 |
| GW Pharmaceuticals PLC36197T103 | ADS | 1,500 | $32.5 萬 | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,400 | $32.0 萬 | <0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 152 | $31.4 萬 | <0.1% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 1,314 | $29.0 萬 | <0.1% | – | – | 歷史 |
| ERIIEnergy Recovery, Inc. | COM | 15,000 | $27.5 萬 | <0.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 2,000 | $27.4 萬 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,450 | $26.5 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,500 | $24.7 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,000 | $23.3 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,000 | $22.5 萬 | <0.1% | – | – | 歷史 |