§ 13F · FUND PROFILE
Atalan Capital Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 10Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$75M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 719K | $282M | 26.0% | −4% |
| 2 | APH | AMPHENOL CORP | 962K | $122M | 11.2% | −30% |
| 3 | MA | MASTERCARD INCORPORATED | 235K | $117M | 10.8% | +1% |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | 230K | $111M | 10.3% | +44% |
| 5 | TDG | TRANSDIGM GROUP INC | 85K | $98M | 9.0% | −4% |
| 6 | USFD | US FOODS HLDG CORP | 1.05M | $97M | 8.9% | −12% |
| 7 | TTMI | TTM TECHNOLOGIES INC | 768K | $75M | 6.9% | NEW |
| 8 | HQY | HEALTHEQUITY INC | 884K | $74M | 6.8% | −3% |
| 9 | TLN | TALEN ENERGY CORP | 230K | $73M | 6.8% | −18% |
| 10 | WDC | WESTERN DIGITAL CORP | 135K | $36M | 3.4% | −81% |
§ 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 $1.4 billion in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed