Aristotle
Aristotle Large Cap Growth Equity
Large-cap Growth
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Aristotle for every strategy.
What it bought and sold
Buys Coinbase Global
We sold Adobe and believe that competition relative to the company’s creative product suite offerings from AI startups and hyperscalers continues to increase.
Also held
Its investment theses
- Coinbase GlobalSep 2025Coinbase Global is the leading U.S. cryptocurrency exchange, boasting over 65% of trading volume due to its strong focus on compliance, security, and diverse revenue streams, making it a dominant player in the market.
- ShopifySep 2025Shopify is a leading global commerce technology platform that empowers businesses to thrive in e-commerce through innovative solutions and strong international growth.