13F filer · graded

Aristotle Atlantic Partners, LLC

#2 of 161

rank in today's book

99th

percentile

71.6%

niche skew

7

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

•••2026-08-14Consensus at buyEmerging now
WDC2026-08-14— at buyConsensus now
COHR2026-05-15Consensus at buyFading now−38%
•••2026-05-15Consensus at buyEarly Conviction now
TXN2026-05-15— at buyConsensus now
•••2026-02-17— at buyEarly Conviction now
•••2026-02-17Consensus at buyEarly Conviction now

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As of 2026-10-29. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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