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Owen Fitzpatrick — Institutional Investor Profile | Buyside Digest

Owen Fitzpatrick

Institutional Investor • Aristotle Atlantic Core Equity Strategy

Value

$1.6B

Stocks

45 Stocks

Turnover

0.0%

CIK

0001697267EDGAR ↗

Website ↗

Top Holdings

GOOG(7.65%) AMZN(5.37%) AVGO(5.10%) AMAT(4.31%) MRK(4.25%)

About Investor

The Core Equity strategy is managed by three experienced portfolio managers with combined 95 years of investment experience: Owen Fitzpatrick, CFA (39 years industry experience), Thomas Hynes, Jr., CFA (30 years), and Brendan O'Neill, CFA (26 years). Aristotle Atlantic Partners, LLC operates as one of four independent investment teams under the Aristotle Capital platform, a majority employee-owned asset management organization managing over $100 billion in combined client assets across 17 countries. The firm is privately owned and operates as a registered investment advisor specializing in equity portfolio management for institutional and individual clients worldwide, with a mission to add value with active portfolio management to help clients reach their long-term financial goals.

Investor Philosophy

Investment philosophy details pending verification.

Owen Fitzpatrick Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$126.3M	7.7%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$88.7M	5.4%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$84.3M	5.1%	No Change
AMAT	None	Applied Materials, Inc.	Information Technology	$71.2M	4.3%	No Change
MRK	None	Merck	Health Care	$70.2M	4.3%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$65.0M	3.9%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$55.8M	3.4%	No Change
GH	None	Guardant Health, Inc.	Health Care	$55.7M	3.4%	No Change
AMD	None	Advanced Micro Devices Inc.	Information Technology	$52.2M	3.2%	No Change
TT	None	Trane Technologies	Industrials	$51.0M	3.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COHCoherent Corp	$22644.5M	-100.0%	0.0%	Sold Out
COHRCoherent Corp.	$22.6M	-99.9%	1.4%	Decreased

13F Sector Breakdown

Information Technology25.6%

Health Care17.5%

Communication Services12.3%

Consumer Discretionary11.8%

Financials11.4%

Sector	Stocks	Value	Exposure
Information Technology	10	$422.7M	25.6%
Health Care	8	$289.2M	17.5%
Communication Services	3	$202.6M	12.3%
Consumer Discretionary	5	$194.8M	11.8%
Financials	6	$189.1M	11.4%
Industrials	6	$184.3M	11.2%
Consumer Staples	2	$56.2M	3.4%
Energy	2	$49.8M	3.0%
Materials	1	$21.9M	1.3%
Utilities	1	$21.2M	1.3%
Real Estate	1	$19.9M	1.2%