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Michelle M. Gosom

Aristotle Atlantic Partners, Llc

Assets Managed
$2.136B
Holdings
119
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-2.28%(2Q avg: -19.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aristotle Atlantic Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Aristotle Atlantic Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.136B in assets, with a quarterly growth rate of -2.28% and a 2-quarter average growth rate of -19.43%. The portfolio is managed by Michelle M. Gosom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.14%
9.86%
$210.417M
1.207M shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.21%
6.02%
$128.386M
346,829 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.39%
5.17%
$110.257M
434,442 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.86%
5.13%
$109.545M
380,948 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.45%
4.1%
$87.399M
419,641 shares@ $208.27 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.71%
3.69%
$78.642M
254,087 shares@ $309.51 avg price
MRK
Merck & Co. Inc.
Recent Activity
Increased 11.26%
3.12%
$66.459M
552,486 shares@ $120.3 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.56%
2.96%
$63.078M
214,433 shares@ $294.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.96%
2.73%
$58.25M
101,812 shares@ $572.14 avg price
AME
Ametek Inc
Recent Activity
Increased 4.37%
2.45%
$52.23M
243,656 shares@ $214.36 avg price

1-10 of 119