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Aristotle Atlantic Partners, LLC
Owen Fitzpatrick · Investment Advisor · Growth
Aristotle Atlantic Partners, LLC is a New York-based registered investment adviser specializing in active equity portfolio management. Formed in 2016 by a veteran investment team formerly of Deutsche Asset Management, the firm operates as an independent affiliate within the Aristotle family of investment managers. The institution focuses on Large Cap Growth, Core Equity, and Focus Growth strategies, employing a research-driven, fundamental bottom-up approach to identify high-quality companies. Aristotle Atlantic serves a global clientele of institutional and high-net-worth investors, emphasizing long-term capital appreciation by aligning portfolios with secular themes, product cycles, and cyclical trends.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.3% |
| YTD return | +14.6% |
| Sharpe ratio | 2.41 |
| Win rate | 58% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.aristotlecap.com/affiliates/aristotle-atlantic-partners/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.3% | +16.2% |
| MSFT | Microsoft Corporation | 9.6% | -1.1% |
| GOOGL | Alphabet Inc Class A | 8.4% | +29.9% |
| AAPL | Apple Inc | 7.6% | +27.5% |
| AMZN | Amazon.com Inc | 6.6% | +15.2% |
| AVGO | Broadcom Inc | 5.3% | +5.9% |
| MRK | Merck & Company Inc | 4.9% | +23.6% |
| JPM | JPMorgan Chase & Co | 4.8% | +12.0% |
| GH | Guardant Health Inc | 4.4% | +106.2% |
| V | Visa Inc. Class A | 3.6% | +5.8% |
| META | Meta Platforms Inc. | 3.5% | -3.5% |
| AME | Ametek Inc | 3.5% | +2.0% |
| AMAT | Applied Materials Inc | 3.2% | -3.6% |
| TECH | Bio-Techne Corp | 2.9% | +17.3% |
| ADPT | Adaptive Biotechnologies Corp | 2.9% | +15.5% |
| TT | Trane Technologies plc | 2.8% | +0.5% |
| AMD | Advanced Micro Devices Inc | 2.8% | +19.6% |
| TMO | Thermo Fisher Scientific Inc | 2.7% | +12.7% |
| XOM | Exxon Mobil Corp | 2.7% | -0.9% |
| NSC | Norfolk Southern Corporation | 2.5% | -9.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 8.2% → 8.4% |
| Aug 31, 2026 | BUY | V | 3.5% → 3.6% |
| Aug 31, 2026 | BUY | XOM | 2.6% → 2.7% |
| Aug 31, 2026 | BUY | GH | 4.5% → 4.4% |
| Aug 31, 2026 | SELL | CRWD | 2.5% → 0.0% |
Investment Style Analysis
Aristotle Atlantic Partners, LLC is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Aristotle Atlantic Partners, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Aristotle Atlantic's investment philosophy is grounded in the belief that successful investing stems from identifying companies poised to benefit from secular themes, product cycles, or cyclical trends through rigorous fundamental, bottom-up research. The firm seeks to identify businesses with unique competitive advantages and robust intellectual property that can capture significant market share. By overlaying risk controls and adhering to a stringent buy/sell discipline, the team aims to generate consistently competitive absolute and risk-adjusted returns over full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Aristotle Atlantic Partners, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Aristotle Atlantic Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Aristotle Atlantic Partners, LLC's largest holding?
As of the latest filing, Aristotle Atlantic Partners, LLC's top position is NVIDIA Corporation (NVDA), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Aristotle Atlantic Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.3% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 2.41, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Aristotle Atlantic Partners, LLC primarily invest in?
Aristotle Atlantic Partners, LLC has a strong preference for the Semiconductors sector, which makes up 23.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Aristotle Atlantic Partners, LLC's portfolio concentrated or diversified?
Aristotle Atlantic Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Aristotle Atlantic Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Aristotle Atlantic Partners, LLC tracks a Year-to-Date (YTD) return of +14.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Owen Fitzpatrick manage Aristotle Atlantic Partners, LLC directly?
Yes, Owen Fitzpatrick serves as the key portfolio manager for Aristotle Atlantic Partners, LLC, overseeing the investment strategy and final capital allocation decisions.