Atalan Capital Partners

Latest statistics and disclosures from Atalan Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MCO, ADBE, TDG, PANW, VRSN, and represent 45.12% of Atalan Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: PANW (+$126M), PAGS (+$95M), IQV (+$61M), GDS (+$45M), UBER (+$42M), BLDR (+$23M), ATUS (+$18M), TDG (+$14M), MSCI (+$9.5M), PCT.
  • Started 3 new stock positions in PAGS, IQV, PANW.
  • Reduced shares in these 6 stocks: WAB (-$112M), WLTW (-$82M), LKQ (-$80M), EB (-$44M), AEO (-$41M), LBRDK (-$30M).
  • Sold out of its positions in AEO, EB, LKQ, WAB, WLTW.
  • Atalan Capital Partners was a net buyer of stock by $45M.
  • Atalan Capital Partners has $1.6B in assets under management (AUM), dropping by 12.48%.
  • Central Index Key (CIK): 0001662906

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Portfolio Holdings for Atalan Capital Partners

Companies in the Atalan Capital Partners portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Moody's Corporation (MCO) 11.1 $183M 505k 362.37
Adobe Systems Incorporated (ADBE) 10.5 $173M 295k 585.64
TransDigm Group Incorporated (TDG) 9.3 $153M +10% 237k 647.29
Palo Alto Networks (PANW) 7.7 $126M NEW 340k 371.05
Verisign (VRSN) 6.5 $108M 473k 227.69
Uber Technologies (UBER) 6.4 $105M +66% 2.1M 50.12
Altice Usa Cl A (ATUS) 6.1 $101M +21% 3.0M 34.14
Msci (MSCI) 6.0 $99M +10% 185k 533.08
Liberty Broadband Corp Com Ser C (LBRDK) 5.9 $96M -23% 555k 173.66
Pagseguro Digital Com Cl A (PAGS) 5.8 $95M NEW 1.7M 55.92
Visa Com Cl A (V) 5.5 $91M 390k 233.82
E2open Parent Holdings Com Cl A (ETWO) 4.9 $81M 7.1M 11.42
Builders FirstSource (BLDR) 4.7 $77M +43% 1.8M 42.66
GDS HLDGS Sponsored Ads (GDS) 4.6 $76M +147% 965k 78.49

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Iqvia Holdings (IQV) 3.7 $61M NEW 250k 242.32
Purecycle Technologies (PCT) 1.4 $23M +2% 950k 23.65

Past Filings by Atalan Capital Partners

SEC 13F filings are viewable for Atalan Capital Partners going back to 2015

View all past filings