Atalan Capital Partners, Lp Portfolio Stock Holdings
Atalan Capital Partners, Lp disclosed 10 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include SEAGATE TECHNOLOGY HLDNGS PL, AMPHENOL CORP, and MASTERCARD INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $1.1B
Holdings by Sector
Atalan Capital Partners, Lp Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 25.95% | 718,800 | -27,800 | -3.72% | $281,597,088 |
| AMPHENOL CORP | APH | Technology | 11.21% | 962,450 | -417,050 | -30.23% | $121,605,558 |
| MASTERCARD INCORPORATED | MA | Financial Services | 10.81% | 234,650 | +3,400 | +1.47% | $117,245,219 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 10.26% | 229,550 | +70,110 | +43.97% | $111,311,091 |
| TRANSDIGM GROUP INC | TDG | Industrials | 9.03% | 84,500 | -3,150 | -3.59% | $97,932,120 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 8.93% | 1,051,000 | -139,000 | -11.68% | $96,912,710 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 6.90% | 768,290 | +768,290 | +100.00% | $74,846,812 |
| HEALTHEQUITY INC | HQY | Healthcare | 6.81% | 883,670 | -31,480 | -3.44% | $73,848,302 |
| TALEN ENERGY CORP | TLN | Other | 6.76% | 229,600 | -49,715 | -17.80% | $73,295,208 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.35% | 134,550 | -570,850 | -80.93% | $36,394,430 |