Institutional Fund
Atalan Capital Partners, LP
New York, NYCIK 16629065 filings on record
Portfolio Value
$1.08B
Q1 2026
Holdings
10
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-22.8%
from $1.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Seagate Technology Hldngs Pl26.0%
- Amphenol Corp New11.2%
- Mastercard Incorporated10.8%
- Spotify Technology S A10.3%
- Transdigm Group Inc9.0%
- Us Foods Hldg Corp8.9%
- Other23.8%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology Hldngs Pl | 718.8K | $281.60M | 26.0% | −27.8K | Reduced |
| 2 | Amphenol Corp New | 962.5K | $121.61M | 11.2% | −417.1K | Reduced |
| 3 | Mastercard Incorporated | 234.7K | $117.25M | 10.8% | +3.4K | Added |
| 4 | Spotify Technology S A | 229.6K | $111.31M | 10.3% | +70.1K | Added |
| 5 | Transdigm Group Inc | 84.5K | $97.93M | 9.0% | −3.1K | Reduced |
| 6 | Us Foods Hldg Corp | 1.05M | $96.91M | 8.9% | −139.0K | Reduced |
| 7 | Ttm Technologies Inc | 768.3K | $74.85M | 6.9% | +768.3K | New |
| 8 | Healthequity Inc | 883.7K | $73.85M | 6.8% | −31.5K | Reduced |
| 9 | Talen Energy Corp | 229.6K | $73.30M | 6.8% | −49.7K | Reduced |
| 10 | Western Digital Corp | 134.6K | $36.39M | 3.4% | −570.9K | Reduced |