Aristotle Atlantic Partners, LLC Diversified Active

CIK: 0001697267 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $2,841,577 (100.0% shares, 0.0% debt)

Holdings (96)

MSFT MICROSOFT CORP 9.8%
Value ($000) $278,436 Shares 740,443 Est. Cost $198.51 Unrealized +76.5%
AAPL APPLE INC 7.4%
Value ($000) $210,023 Shares 1,090,860 Est. Cost $148.29 Unrealized +23.3%
NVDA NVIDIA CORPORATION 5.7%
Value ($000) $161,322 Shares 325,759 Est. Cost $18.38 Unrealized +152.0%
GOOGL ALPHABET INC 4.4%
Value ($000) $125,957 Shares 901,690 Est. Cost $110.65 Unrealized +20.5%
V VISA INC 3.4%
Value ($000) $97,181 Shares 373,271 Est. Cost $186.68 Unrealized +30.0%
AMZN AMAZON COM INC 3.1%
Value ($000) $88,337 Shares 581,393 Est. Cost $122.64 Unrealized +14.3%
NOW SERVICENOW INC 2.5%
Value ($000) $69,646 Shares 98,580 Est. Cost $106.76 Unrealized +18.1%
TMO THERMO FISHER SCIENTIFIC INC 2.4%
Value ($000) $69,361 Shares 130,676 Est. Cost $402.66 Unrealized +19.4%
HD HOME DEPOT INC 2.4%
Value ($000) $67,140 Shares 193,737 Est. Cost $235.89 Unrealized +24.5%
META META PLATFORMS INC 2.3%
Value ($000) $65,966 Shares 186,365 Est. Cost $308.11 Unrealized +5.0%
TT TRANE TECHNOLOGIES PLC 2.2%
Value ($000) $63,076 Shares 258,612 Est. Cost $139.37 Unrealized +54.0%
SNPS SYNOPSYS INC 2.2%
Value ($000) $62,217 Shares 120,830 Est. Cost $378.83 Unrealized +35.0%
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $59,178 Shares 89,653 Est. Cost $345.95 Unrealized +65.8%
TECH BIO-TECHNE CORP 2.1%
Value ($000) $58,596 Shares 759,414 Est. Cost $74.10 Unrealized -12.0%
MRK MERCK & CO INC 2.0%
Value ($000) $56,430 Shares 517,610 Est. Cost $43.00 Unrealized +125.1%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $56,171 Shares 330,223 Est. Cost $104.05 Unrealized +39.3%
DAR DARLING INGREDIENTS INC 1.8%
Value ($000) $51,589 Shares 1,035,101 Est. Cost $67.63 Unrealized -32.9%
NSC NORFOLK SOUTHN CORP 1.8%
Value ($000) $51,121 Shares 216,266 Est. Cost $208.09 Unrealized -3.8%
EXPE EXPEDIA GROUP INC 1.8%
Value ($000) $50,176 Shares 330,565 Est. Cost $102.19 Unrealized +18.9%
AVGO BROADCOM INC 1.5%
Value ($000) $43,612 Shares 39,070 Est. Cost $42.83 Unrealized +115.4%
AME AMETEK INC 1.5%
Value ($000) $42,833 Shares 259,766 Est. Cost $92.39 Unrealized +62.7%
PLD PROLOGIS INC. 1.5%
Value ($000) $42,441 Shares 318,386 Est. Cost $91.19 Unrealized +15.8%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $39,003 Shares 88,539 Est. Cost $349.02 Unrealized +11.2%
NFLX NETFLIX INC 1.4%
Value ($000) $38,907 Shares 79,910 Est. Cost $37.31 Unrealized +17.0%
ADBE ADOBE INC 1.2%
Value ($000) $33,340 Shares 55,883 Est. Cost $514.55 Unrealized +12.1%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $31,224 Shares 128,055 Est. Cost $234.75 Unrealized +0.7%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $30,347 Shares 86,480 Est. Cost $278.57 Unrealized +12.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $29,397 Shares 228,895 Est. Cost $98.28 Unrealized +12.4%
ORLY OREILLY AUTOMOTIVE INC 1.0%
Value ($000) $28,332 Shares 29,821 Est. Cost $44.61 Unrealized +41.7%
KLAC KLA CORP 1.0%
Value ($000) $27,468 Shares 47,252 Est. Cost $372.37 Unrealized +37.2%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $27,387 Shares 52,021 Est. Cost $471.50 Unrealized +8.4%
CB CHUBB LIMITED 1.0%
Value ($000) $27,159 Shares 120,171 Est. Cost $170.81 Unrealized +25.1%
CI THE CIGNA GROUP 1.0%
Value ($000) $27,006 Shares 90,186 Est. Cost $236.08 Unrealized +18.9%
ROP ROPER TECHNOLOGIES INC 0.9%
Value ($000) $26,920 Shares 49,380 Est. Cost $330.83 Unrealized +53.6%
MAR MARRIOTT INTL INC NEW 0.9%
Value ($000) $26,468 Shares 117,370 Est. Cost $142.99 Unrealized +38.8%
AMP AMERIPRISE FINL INC 0.9%
Value ($000) $26,323 Shares 69,302 Est. Cost $226.93 Unrealized +47.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $25,543 Shares 255,482 Est. Cost $57.12 Unrealized +70.9%
DXCM DEXCOM INC 0.9%
Value ($000) $25,209 Shares 203,154 Est. Cost $92.42 Unrealized +10.5%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $24,900 Shares 123,170 Est. Cost $161.62 Unrealized +11.1%
IDXX IDEXX LABS INC 0.8%
Value ($000) $24,091 Shares 43,403 Est. Cost $282.85 Unrealized +66.0%
UNP UNION PAC CORP 0.8%
Value ($000) $23,174 Shares 94,350 Est. Cost $100.79 Unrealized +107.6%
ABT ABBOTT LABS 0.8%
Value ($000) $23,124 Shares 210,084 Est. Cost $97.87 Unrealized -1.8%
GH GUARDANT HEALTH INC 0.8%
Value ($000) $22,639 Shares 836,945 Est. Cost $48.96 Unrealized -46.4%
ON ON SEMICONDUCTOR CORP 0.8%
Value ($000) $22,103 Shares 264,612 Est. Cost $77.71 Unrealized +1.1%
TFX TELEFLEX INCORPORATED 0.8%
Value ($000) $21,313 Shares 85,478 Est. Cost $262.81 Unrealized -20.1%
GTLS CHART INDS INC 0.7%
Value ($000) $20,970 Shares 153,820 Est. Cost $154.80 Unrealized -12.7%
ZTS ZOETIS INC 0.7%
Value ($000) $20,303 Shares 102,868 Est. Cost $166.88 Unrealized +3.6%
GOOG ALPHABET INC 0.7%
Value ($000) $19,352 Shares 137,317 Est. Cost $110.80 Unrealized +21.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $19,321 Shares 318,101 Est. Cost $73.00 Unrealized -26.8%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $18,369 Shares 113,340 Est. Cost $106.26 Unrealized +35.7%
HON HONEYWELL INTL INC 0.5%
Value ($000) $15,497 Shares 73,898 Est. Cost $165.47 Unrealized +4.1%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $15,190 Shares 103,865 Est. Cost $172.17 Unrealized -26.1%
GM GENERAL MTRS CO 0.5%
Value ($000) $14,974 Shares 416,872 Est. Cost $38.61 Unrealized -21.7%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.5%
Value ($000) $14,948 Shares 3,050,684 Est. Cost $14.61 Unrealized -68.8%
MUSA MURPHY USA INC 0.5%
Value ($000) $14,588 Shares 40,913 Est. Cost $73.43 Unrealized +388.6%
BAC BANK AMERICA CORP 0.5%
Value ($000) $13,492 Shares 400,720 Est. Cost $28.41 Unrealized -2.8%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $12,900 Shares 28,000 Est. Cost $162.60 Unrealized +150.4%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.4%
Value ($000) $12,435 Shares 98,094 Est. Cost $117.79 Unrealized -18.8%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $11,225 Shares 27,587 Est. Cost $353.49 Unrealized +4.5%
HAL HALLIBURTON CO 0.4%
Value ($000) $11,197 Shares 309,750 Est. Cost $30.35 Unrealized +20.1%
MUR MURPHY OIL CORP 0.4%
Value ($000) $10,727 Shares 251,455 Est. Cost $20.74 Unrealized +91.6%
ORCL ORACLE CORP 0.3%
Value ($000) $9,383 Shares 88,993 Est. Cost $109.64 Unrealized -2.7%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $8,635 Shares 40,000 Est. Cost $115.75 Unrealized +51.3%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $8,428 Shares 136,886 Est. Cost $50.94 Unrealized +2.7%
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $7,447 Shares 151,661 Est. Cost $50.15 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $7,298 Shares 55,293 Est. Cost $131.83 Unrealized -9.0%
COOPER COS INC 0.2%
Value ($000) $6,055 Shares 16,000 Est. Cost $217.88 Unrealized
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $5,714 Shares 251,961 Est. Cost $26.95 Unrealized -6.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $5,209 Shares 163,906 Est. Cost $41.10 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $4,570 Shares 28,397 Est. Cost $129.42 Unrealized +15.3%
TSLA TESLA INC 0.1%
Value ($000) $3,685 Shares 14,829 Est. Cost $178.60 Unrealized +33.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $3,561 Shares 6,109 Est. Cost $561.71 Unrealized +2.4%
PWR QUANTA SVCS INC 0.1%
Value ($000) $3,427 Shares 15,882 Est. Cost $167.23 Unrealized +10.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $3,407 Shares 35,330 Est. Cost $93.79 Unrealized -5.7%
TE CONNECTIVITY LTD 0.1%
Value ($000) $2,810 Shares 20,000 Est. Cost $97.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $2,005 Shares 8,293 Est. Cost $221.66 Unrealized +2.8%
DDOG DATADOG INC 0.1%
Value ($000) $1,453 Shares 11,972 Est. Cost $103.00 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1,333 Shares 16,466 Est. Cost $121.86 Unrealized -43.5%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $985 Shares 6,720 Est. Cost $72.65 Unrealized +93.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $973 Shares 3,300 Est. Cost $69.48 Unrealized +92.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $880 Shares 1,880 Est. Cost $245.46 Unrealized +84.2%
IWF ISHARES TR 0.0%
Value ($000) $851 Shares 2,806 Est. Cost $303.17 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $825 Shares 14,000 Est. Cost $35.82 Unrealized +48.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $680 Shares 1,500 Est. Cost $250.05 Unrealized +66.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $668 Shares 7,941 Est. Cost $51.71 Unrealized +47.5%
OGN ORGANON & CO 0.0%
Value ($000) $626 Shares 43,431 Est. Cost $26.93 Unrealized -54.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $434 Shares 3,000 Est. Cost $70.45 Unrealized +68.0%
CRM SALESFORCE INC 0.0%
Value ($000) $395 Shares 1,500 Est. Cost $166.88 Unrealized +34.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $393 Shares 2,400 Est. Cost $98.62 Unrealized +43.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $318 Shares 1,244 Est. Cost $173.27 Unrealized +20.9%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $287 Shares 2,842 Est. Cost $70.58 Unrealized
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $283 Shares 15,000 Est. Cost $9.12 Unrealized +103.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $235 Shares 1,500 Est. Cost $124.24 Unrealized +15.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $231 Shares 1,000 Est. Cost $87.89 Unrealized +139.3%
DOV DOVER CORP 0.0%
Value ($000) $215 Shares 1,400 Est. Cost $136.69 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $100.82 Unrealized