Aristotle Atlantic Partners, LLC Diversified Active

CIK: 0001697267 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $1,944,543 (100.0% shares, 0.0% debt)

Holdings (101)

MSFT MICROSOFT CORP 9.2%
Value ($000) $178,525 Shares 619,233 Est. Cost $170.45 Unrealized +46.4%
AAPL APPLE INC 7.7%
Value ($000) $149,471 Shares 906,431 Est. Cost $140.63 Unrealized +3.5%
NVDA NVIDIA CORPORATION 4.5%
Value ($000) $88,035 Shares 316,936 Est. Cost $17.03 Unrealized +26.9%
GOOGL ALPHABET INC 4.2%
Value ($000) $82,008 Shares 790,588 Est. Cost $108.25 Unrealized -12.0%
V VISA INC 3.5%
Value ($000) $68,792 Shares 305,117 Est. Cost $177.50 Unrealized +22.7%
TMO THERMO FISHER SCIENTIFIC INC 3.1%
Value ($000) $59,329 Shares 102,935 Est. Cost $372.16 Unrealized +50.1%
MRK MERCK & CO INC 2.9%
Value ($000) $56,047 Shares 526,810 Est. Cost $43.00 Unrealized +129.5%
HD HOME DEPOT INC 2.3%
Value ($000) $44,465 Shares 150,669 Est. Cost $224.29 Unrealized +26.9%
TT TRANE TECHNOLOGIES PLC 2.3%
Value ($000) $44,033 Shares 239,335 Est. Cost $136.51 Unrealized +28.8%
DAR DARLING INGREDIENTS INC 2.2%
Value ($000) $43,503 Shares 744,911 Est. Cost $71.80 Unrealized -12.5%
TECH BIO-TECHNE CORP 2.0%
Value ($000) $38,815 Shares 523,186 Est. Cost $74.53 Unrealized +2.0%
NSC NORFOLK SOUTHN CORP 1.9%
Value ($000) $37,424 Shares 176,530 Est. Cost $209.96 Unrealized +3.2%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $37,318 Shares 286,378 Est. Cost $99.67 Unrealized +28.6%
NOW SERVICENOW INC 1.8%
Value ($000) $34,755 Shares 74,787 Est. Cost $107.67 Unrealized -19.1%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $33,797 Shares 68,019 Est. Cost $295.44 Unrealized +59.5%
AMZN AMAZON COM INC 1.7%
Value ($000) $33,388 Shares 323,246 Est. Cost $124.67 Unrealized -22.5%
PLD PROLOGIS INC. 1.7%
Value ($000) $33,369 Shares 267,443 Est. Cost $87.41 Unrealized +28.1%
MSCI MSCI INC 1.7%
Value ($000) $32,613 Shares 58,270 Est. Cost $404.38 Unrealized +26.5%
AME AMETEK INC 1.7%
Value ($000) $32,564 Shares 224,068 Est. Cost $82.96 Unrealized +68.1%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $28,016 Shares 255,482 Est. Cost $57.12 Unrealized +75.4%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $23,322 Shares 94,215 Est. Cost $231.89 Unrealized +0.1%
CI THE CIGNA GROUP 1.2%
Value ($000) $23,132 Shares 90,527 Est. Cost $233.20 Unrealized +18.4%
AVGO BROADCOM INC 1.2%
Value ($000) $22,594 Shares 35,219 Est. Cost $39.34 Unrealized +46.4%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $21,580 Shares 45,664 Est. Cost $475.37 Unrealized -3.8%
CB CHUBB LIMITED 1.1%
Value ($000) $21,305 Shares 109,720 Est. Cost $165.71 Unrealized +22.3%
UNP UNION PAC CORP 1.1%
Value ($000) $21,303 Shares 105,850 Est. Cost $100.79 Unrealized +87.9%
ROP ROPER TECHNOLOGIES INC 1.1%
Value ($000) $21,207 Shares 48,123 Est. Cost $319.65 Unrealized +32.8%
SNPS SYNOPSYS INC 1.1%
Value ($000) $21,120 Shares 54,680 Est. Cost $330.50 Unrealized +8.1%
EXPE EXPEDIA GROUP INC 1.1%
Value ($000) $20,594 Shares 212,244 Est. Cost $104.16 Unrealized -0.1%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $20,591 Shares 267,137 Est. Cost $73.64 Unrealized -4.1%
AMP AMERIPRISE FINL INC 1.1%
Value ($000) $20,433 Shares 66,665 Est. Cost $215.47 Unrealized +46.0%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $20,423 Shares 24,056 Est. Cost $40.15 Unrealized +36.5%
DG DOLLAR GEN CORP NEW 1.0%
Value ($000) $20,373 Shares 96,803 Est. Cost $207.82 Unrealized +2.1%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $20,314 Shares 71,074 Est. Cost $278.30 Unrealized -6.1%
ABT ABBOTT LABS 1.0%
Value ($000) $20,225 Shares 199,730 Est. Cost $96.96 Unrealized +3.1%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $19,604 Shares 187,978 Est. Cost $96.73 Unrealized +3.6%
GOOG ALPHABET INC 1.0%
Value ($000) $19,413 Shares 186,659 Est. Cost $110.80 Unrealized -13.5%
DXCM DEXCOM INC 1.0%
Value ($000) $19,255 Shares 165,730 Est. Cost $86.00 Unrealized +30.2%
IDXX IDEXX LABS INC 1.0%
Value ($000) $18,908 Shares 37,809 Est. Cost $254.26 Unrealized +88.2%
TSLA TESLA INC 1.0%
Value ($000) $18,630 Shares 89,799 Est. Cost $174.45 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.9%
Value ($000) $16,905 Shares 66,737 Est. Cost $268.27 Unrealized -11.7%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.9%
Value ($000) $16,840 Shares 1,907,089 Est. Cost $19.11 Unrealized -53.9%
GM GENERAL MTRS CO 0.9%
Value ($000) $16,642 Shares 453,721 Est. Cost $39.83 Unrealized -7.9%
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $16,581 Shares 67,277 Est. Cost $232.50 Unrealized +3.5%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $16,353 Shares 133,134 Est. Cost $106.26 Unrealized +5.3%
MAR MARRIOTT INTL INC NEW 0.8%
Value ($000) $16,174 Shares 97,413 Est. Cost $137.11 Unrealized +18.0%
GH GUARDANT HEALTH INC 0.7%
Value ($000) $14,544 Shares 620,494 Est. Cost $56.70 Unrealized -49.6%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $14,504 Shares 105,671 Est. Cost $180.80 Unrealized -36.0%
GTLS CHART INDS INC 0.7%
Value ($000) $14,466 Shares 115,355 Est. Cost $164.16 Unrealized -21.6%
PEP PEPSICO INC 0.7%
Value ($000) $13,459 Shares 73,828 Est. Cost $143.22 Unrealized +10.8%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $13,026 Shares 72,798 Est. Cost $157.32 Unrealized +9.5%
CATALENT INC 0.6%
Value ($000) $12,627 Shares 192,167 Est. Cost $75.30 Unrealized
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $12,292 Shares 149,323 Est. Cost $75.97 Unrealized 0.0%
KLAC KLA CORP 0.6%
Value ($000) $12,178 Shares 30,508 Est. Cost $337.92 Unrealized +13.4%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $12,110 Shares 174,725 Est. Cost $50.49 Unrealized +21.8%
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $11,159 Shares 59,840 Est. Cost $101.41 Unrealized +66.3%
DIS DISNEY WALT CO 0.6%
Value ($000) $11,116 Shares 111,013 Est. Cost $119.83 Unrealized -17.8%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $10,756 Shares 32,000 Est. Cost $162.60 Unrealized +96.9%
MUSA MURPHY USA INC 0.5%
Value ($000) $10,687 Shares 41,413 Est. Cost $73.43 Unrealized +249.5%
MUR MURPHY OIL CORP 0.5%
Value ($000) $9,669 Shares 261,455 Est. Cost $20.74 Unrealized +71.2%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $8,174 Shares 40,000 Est. Cost $115.75 Unrealized +63.8%
HON HONEYWELL INTL INC 0.4%
Value ($000) $8,106 Shares 42,411 Est. Cost $157.32 Unrealized +12.3%
PCH POTLATCHDELTIC CORPORATION 0.4%
Value ($000) $7,507 Shares 151,661 Est. Cost $50.15 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.4%
Value ($000) $7,356 Shares 58,569 Est. Cost $130.84 Unrealized -3.5%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $6,877 Shares 46,944 Est. Cost $130.16 Unrealized +6.7%
SAGE THERAPEUTICS INC 0.3%
Value ($000) $6,568 Shares 156,519 Est. Cost $67.85 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.3%
Value ($000) $6,212 Shares 1,016,773 Est. Cost $17.75 Unrealized -61.1%
COOPER COS INC 0.3%
Value ($000) $5,974 Shares 16,000 Est. Cost $217.88 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $5,572 Shares 194,833 Est. Cost $29.84 Unrealized +2.5%
ZTS ZOETIS INC 0.2%
Value ($000) $4,718 Shares 28,344 Est. Cost $159.02 Unrealized 0.0%
HAL HALLIBURTON CO 0.2%
Value ($000) $4,381 Shares 138,458 Est. Cost $28.37 Unrealized +22.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $3,898 Shares 46,526 Est. Cost $67.22 Unrealized +10.5%
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $3,878 Shares 112,303 Est. Cost $47.52 Unrealized
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $2,955 Shares 127,993 Est. Cost $32.09 Unrealized -17.9%
TE CONNECTIVITY LTD 0.1%
Value ($000) $2,623 Shares 20,000 Est. Cost $97.08 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,927 Shares 5,000 Est. Cost $352.46 Unrealized +0.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $1,514 Shares 16,466 Est. Cost $121.86 Unrealized -24.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,289 Shares 3,740 Est. Cost $151.96 Unrealized +126.2%
OGN ORGANON & CO 0.1%
Value ($000) $1,021 Shares 43,431 Est. Cost $26.93 Unrealized -13.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $999 Shares 6,720 Est. Cost $72.65 Unrealized +83.3%
KO COCA COLA CO 0.0%
Value ($000) $868 Shares 14,000 Est. Cost $35.82 Unrealized +54.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $868 Shares 1,880 Est. Cost $245.46 Unrealized +80.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $787 Shares 6,595 Est. Cost $123.33 Unrealized -9.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $753 Shares 7,941 Est. Cost $51.71 Unrealized +61.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $709 Shares 1,500 Est. Cost $250.05 Unrealized +73.3%
TENB TENABLE HLDGS INC 0.0%
Value ($000) $687 Shares 14,467 Est. Cost $45.64 Unrealized -7.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $659 Shares 3,300 Est. Cost $69.48 Unrealized +22.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $618 Shares 3,708 Est. Cost $142.29 Unrealized +7.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $549 Shares 1,742 Est. Cost $254.56 Unrealized +17.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $533 Shares 5,481 Est. Cost $103.67 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $478 Shares 2,116 Est. Cost $217.36 Unrealized -2.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $383 Shares 3,000 Est. Cost $70.45 Unrealized +65.2%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $346 Shares 15,000 Est. Cost $9.12 Unrealized +140.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $315 Shares 2,400 Est. Cost $98.62 Unrealized +22.4%
CRM SALESFORCE INC 0.0%
Value ($000) $300 Shares 1,500 Est. Cost $166.88 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $298 Shares 1,415 Est. Cost $216.60 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $267 Shares 4,000 Est. Cost $61.68 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $252 Shares 1,000 Est. Cost $87.89 Unrealized +155.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $233 Shares 1,500 Est. Cost $124.24 Unrealized +19.0%
DOV DOVER CORP 0.0%
Value ($000) $213 Shares 1,400 Est. Cost $141.72 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $201 Shares 2,842 Est. Cost $70.58 Unrealized