§ 13F · FUND PROFILE
Atalan Capital Partners, LP.
AUM · $1.6B (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$153M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 573K | $553M | 33.9% | −20% |
| 2 | MA | MASTERCARD INCORPORATED | 427K | $219M | 13.4% | +82% |
| 3 | TTMI | TTM TECHNOLOGIES INC | 1.01M | $189M | 11.6% | +32% |
| 4 | GLW | CORNING INC | 597K | $153M | 9.4% | NEW |
| 5 | TDG | TRANSDIGM GROUP INC | 88K | $117M | 7.2% | +4% |
| 6 | USFD | US FOODS HLDG CORP | 1.09M | $111M | 6.8% | +4% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 240K | $110M | 6.7% | +4% |
| 8 | APH | AMPHENOL CORP | 543K | $96M | 5.9% | −44% |
| 9 | HQY | HEALTHEQUITY INC | 915K | $83M | 5.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATALAN SIGNAL
AC read
Atalan Capital Partners, LP is a Other fund managing $1.6 billion in assets. The fund runs a focused portfolio of just 9 positions.
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