Atalan Capital Partners as of March 31, 2022
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 13.6 | $184M | 283k | 651.54 | |
| Palo Alto Networks (PANW) | 13.3 | $181M | 290k | 622.51 | |
| Moody's Corporation (MCO) | 12.8 | $174M | 515k | 337.41 | |
| Adobe Systems Incorporated (ADBE) | 10.8 | $146M | 320k | 455.62 | |
| Iqvia Holdings (IQV) | 10.6 | $143M | 620k | 231.21 | |
| Verisign (VRSN) | 9.4 | $127M | 570k | 222.46 | |
| Visa Com Cl A (V) | 8.0 | $109M | 490k | 221.77 | |
| Builders FirstSource (BLDR) | 7.6 | $103M | 1.6M | 64.54 | |
| Msci (MSCI) | 4.8 | $65M | 130k | 502.88 | |
| E2open Parent Holdings Com Cl A (ETWO) | 4.3 | $58M | 6.6M | 8.81 | |
| Pagseguro Digital Com Cl A (PAGS) | 2.2 | $30M | 1.5M | 20.05 | |
| Purecycle Technologies (PCT) | 1.4 | $19M | 2.4M | 8.00 | |
| Momentive Global | 1.0 | $14M | 858k | 16.26 | |
| Purecycle Technologies *w Exp 03/17/202 (PCTTW) | 0.2 | $2.0M | 714k | 2.87 |
