Atalan Capital Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Atalan Capital Partners, Lp disclosed 9 stock positions valued at approximately $1.63B as of quarter-end June 30, 2026. The largest holdings include SEAGATE TECHNOLOGY HLDNGS PL, MASTERCARD INCORPORATED, and TTM TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $1.63B
Holdings by Sector
Atalan Capital Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 33.92% | 573,000 | -145,800 | -20.28% | $552,945,000 |
| MASTERCARD INCORPORATED | MA | Financial Services | 13.44% | 426,650 | +192,000 | +81.82% | $219,127,440 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 11.61% | 1,011,840 | +243,550 | +31.70% | $189,234,317 |
| CORNING INC | GLW | Technology | 9.36% | 597,300 | +597,300 | +100.00% | $152,568,339 |
| TRANSDIGM GROUP INC | TDG | Industrials | 7.15% | 87,530 | +3,030 | +3.59% | $116,593,461 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 6.83% | 1,088,500 | +37,500 | +3.57% | $111,299,125 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 6.75% | 239,500 | +9,950 | +4.33% | $109,961,635 |
| AMPHENOL CORP | APH | Technology | 5.87% | 543,150 | -419,300 | -43.57% | $95,768,208 |
| HEALTHEQUITY INC | HQY | Healthcare | 5.07% | 915,270 | +31,600 | +3.58% | $82,667,186 |
Showing 9 of 9 holdings in the latest reporting period.