Atalan Capital Partners
$1.1B Assets Reported
12 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 718,800 | $282M | 26.0% |
| APH | AMPHENOL CORP | 962,450 | $122M | 11.2% |
| MA | MASTERCARD INCORPORATED | 234,650 | $117M | 10.8% |
| SPOT | SPOTIFY TECHNOLOGY S A | 229,550 | $111M | 10.3% |
| TDG | TRANSDIGM GROUP INC | 84,500 | $98M | 9.0% |
| USFD | US FOODS HLDG CORP | 1,051,000 | $97M | 8.9% |
| TTMI | TTM TECHNOLOGIES INC | 768,290 | $75M | 6.9% |
| HQY | HEALTHEQUITY INC | 883,670 | $74M | 6.8% |
| TLN | TALEN ENERGY CORP | 229,600 | $73M | 6.8% |
| WDC | WESTERN DIGITAL CORP | 134,550 | $36M | 3.4% |
Track Atalan Capital Partners's 13F portfolio: $1.1B in reported holdings, 12 positions. Top holdings, AUM, and quarterly changes on SentiSense.