Atalan Capital Partners as of June 30, 2021
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 16 positions in its portfolio as reported in 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 | 237k | 647.29 | |
| Palo Alto Networks (PANW) | 7.7 | $126M | 340k | 371.05 | |
| Verisign (VRSN) | 6.5 | $108M | 473k | 227.69 | |
| Uber Technologies (UBER) | 6.4 | $105M | 2.1M | 50.12 | |
| Altice Usa Cl A (ATUS) | 6.1 | $101M | 3.0M | 34.14 | |
| Msci (MSCI) | 6.0 | $99M | 185k | 533.08 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.9 | $96M | 555k | 173.66 | |
| Pagseguro Digital Com Cl A (PAGS) | 5.8 | $95M | 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 | 1.8M | 42.66 | |
| GDS HLDGS Sponsored Ads (GDS) | 4.6 | $76M | 965k | 78.49 | |
| Iqvia Holdings (IQV) | 3.7 | $61M | 250k | 242.32 | |
| Purecycle Technologies (PCT) | 1.4 | $23M | 950k | 23.65 |
