§ 13F · FUND PROFILE
Atalan Capital Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1432.5T (13F)Positions · 10Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$92.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 747K | $205.6T | 14.6% | ±0% |
| 2 | APH | AMPHENOL CORP NEW | 1.38M | $186.4T | 13.3% | −7% |
| 3 | SPGI | S&P GLOBAL INC | 310K | $162.1T | 11.5% | ±0% |
| 4 | MA | MASTERCARD INCORPORATED | 231K | $132.0T | 9.4% | −5% |
| 5 | WDC | WESTERN DIGITAL CORP | 705K | $121.5T | 8.6% | −36% |
| 6 | TDG | TRANSDIGM GROUP INC | 88K | $116.6T | 8.3% | −5% |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 336K | $110.4T | 7.9% | −35% |
| 8 | TLN | TALEN ENERGY CORP | 279K | $104.7T | 7.4% | −12% |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | 159K | $92.6T | 6.6% | NEW |
| 10 | USFD | US FOODS HLDG CORP | 1.19M | $89.6T | 6.4% | −29% |
§ 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 $1432530.7 trillion in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed