Aristotle Atlantic Partners, LLC DXCM — DEXCOM INC

Ownership history in Aristotle Atlantic Partners, LLC  ·  22 quarters on record

AI Ownership Summary

Aristotle Atlantic Partners, LLC reported DEXCOM INC (DXCM) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2024 Q1. The latest visible filing shows DXCM at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DXCM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aristotle Atlantic Partners, LLC's position in DEXCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DXCM was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DXCM stock page Aristotle Atlantic Partners, LLC fund profile Aristotle Atlantic Partners, LLC full holdings
How Aristotle Atlantic Partners, LLC held DXCM — position size vs. price
% of Fund (quarterly)    DXCM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 251,485 +15,874 +6.7% 0.74% $15.8M 2026-05-15 $61.63
2025 Q4 ADDED — — — 235,611 +42,334 +21.9% 0.72% $15.6M 2026-02-17 $70.43
2025 Q3 REDUCED — — — 193,277 -6,168 -3.1% 0.38% $13.0M 2025-11-14 $58.06
2024 Q3 ADDED — — — 199,445 +191 +0.1% 0.42% $13.4M 2024-11-14 $74.68
2024 Q2 REDUCED — — — 199,254 -1,208 -0.6% 0.73% $22.6M 2024-08-14 $70.05
2024 Q1 REDUCED — — — 200,462 -2,692 -1.3% 0.91% $27.8M 2024-05-15 $129.71
2023 Q4 ADDED — — — 203,154 +2,323 +1.2% 0.89% $25.2M 2024-02-14 $116.75
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DXCM

As of 2026 Q1 — sorted by position size

Tri Locum Partners LP 3Y 6.15% BRIDGER MANAGEMENT, LLC 3Y 7Y 5.0% Defilade Capital Management, L.P. 4.75% Parkman Healthcare Partners LLC 3Y 4.47% SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 3.26% BROOKTREE CAPITAL MANAGEMENT 3Y 2.5% Intermede Investment Partners Ltd 3Y 7Y 2.5% MayTech Global Investments, LLC 3Y 7Y 2.29% 2Xideas AG 3Y 2.21% SCHOLTZ & COMPANY, LLC 3Y 7Y 2.21%

FAQ About Aristotle Atlantic Partners, LLC and DXCM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aristotle Atlantic Partners, LLC reported owning DXCM?

Aristotle Atlantic Partners, LLC reported DXCM across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DXCM position in Aristotle Atlantic Partners, LLC's portfolio?

The largest reported portfolio weight for DXCM was 0.91% in 2024 Q1.

What is the latest reported DXCM position on this page?

The most recent filing on this page is 2026 Q1, when Aristotle Atlantic Partners, LLC reported 251,485 shares, equal to 0.74% of portfolio, with an estimated market value of $15.8M.

What does the chart on this DXCM ownership page compare?

The chart compares Aristotle Atlantic Partners, LLC's quarterly DXCM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aristotle Atlantic Partners, LLC time their DXCM position?

Based on 13F filing dates vs. subsequent DXCM price moves, Aristotle Atlantic Partners, LLC correctly timed 9 out of 21 reported position changes (43%). The annualised alpha on DXCM relative to SPY over the holding period was -20.4%.

← Back to Aristotle Atlantic Partners, LLC Holdings