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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 9.86% | $210.417M 1.207M shares@ $174.4 avg price | Decreased -1.14% |
MSFT Microsoft Corp
| 6.02% | $128.386M 346,829 shares@ $370.18 avg price | Increased 3.21% |
AAPL Apple Inc
| 5.17% | $110.257M 434,442 shares@ $253.79 avg price | Decreased -2.39% |
GOOGL Alphabet Inc-cl A
| 5.13% | $109.545M 380,948 shares@ $287.56 avg price | Increased 6.86% |
AMZN Amazon.com Inc
| 4.1% | $87.399M 419,641 shares@ $208.27 avg price | Decreased -0.45% |
AVGO Broadcom Inc
| 3.69% | $78.642M 254,087 shares@ $309.51 avg price | Increased 2.71% |
MRK Merck & Co. Inc.
| 3.12% | $66.459M 552,486 shares@ $120.3 avg price | Increased 11.26% |
JPM Jpmorgan Chase & Co
| 2.96% | $63.078M 214,433 shares@ $294.17 avg price | Decreased -1.56% |
META Meta Platforms Inc-class A
| 2.73% | $58.25M 101,812 shares@ $572.14 avg price | Decreased -0.96% |
AME Ametek Inc
| 2.45% | $52.23M 243,656 shares@ $214.36 avg price | Increased 4.37% |
1-10 of 119