Atalan Capital Partners as of Sept. 30, 2021
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 15 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 11.2 | $179M | 505k | 355.11 | |
| Adobe Systems Incorporated (ADBE) | 10.6 | $170M | 295k | 575.72 | |
| Palo Alto Networks (PANW) | 10.4 | $167M | 348k | 479.00 | |
| TransDigm Group Incorporated (TDG) | 10.2 | $164M | 263k | 624.57 | |
| Uber Technologies (UBER) | 7.5 | $120M | 2.7M | 44.80 | |
| Msci (MSCI) | 7.0 | $113M | 185k | 608.34 | |
| Booking Holdings (BKNG) | 6.8 | $109M | 46k | 2373.87 | |
| Verisign (VRSN) | 6.8 | $109M | 530k | 205.01 | |
| Builders FirstSource (BLDR) | 6.2 | $100M | 1.9M | 51.74 | |
| Pagseguro Digital Com Cl A (PAGS) | 6.2 | $99M | 1.9M | 51.72 | |
| Iqvia Holdings (IQV) | 5.8 | $93M | 390k | 239.54 | |
| E2open Parent Holdings Com Cl A (ETWO) | 5.7 | $92M | 8.1M | 11.30 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.5 | $56M | 325k | 172.70 | |
| Smartsheet Com Cl A (SMAR) | 1.3 | $21M | 300k | 68.82 | |
| Purecycle Technologies (PCT) | 0.8 | $13M | 964k | 13.28 |
