Atalan Capital Partners as of March 31, 2026
Portfolio Holdings for Atalan Capital Partners
Atalan Capital Partners holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 26.0 | $282M | 719k | 391.76 | |
| Amphenol Corp Cl A (APH) | 11.2 | $122M | 963k | 126.35 | |
| Mastercard Incorporated Cl A (MA) | 10.8 | $117M | 235k | 499.66 | |
| Spotify Technology S A SHS (SPOT) | 10.3 | $111M | 230k | 484.91 | |
| TransDigm Group Incorporated (TDG) | 9.0 | $98M | 85k | 1158.96 | |
| Us Foods Hldg Corp call (USFD) | 8.9 | $97M | 1.1M | 92.21 | |
| TTM Technologies (TTMI) | 6.9 | $75M | 768k | 97.42 | |
| Healthequity (HQY) | 6.8 | $74M | 884k | 83.57 | |
| Talen Energy Corp (TLN) | 6.8 | $73M | 230k | 319.23 | |
| Western Digital (WDC) | 3.4 | $36M | 135k | 270.49 |
