Atalan Capital Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.08B
Q ending 2026-03-31
Prior quarter
$1.41B
Q ending 2025-12-31
Change
-22.8% QoQ · +3.1% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Seagate Technology Hldngs Pl | Shares | $281.6M | 719K | |
| Amphenol Corp | APH | Shares | $121.6M | 962K |
| Mastercard Incorporated | MA | Shares | $117.2M | 235K |
| Spotify Technology S A | Shares | $111.3M | 230K | |
| Transdigm Group Inc | TDG | Shares | $97.9M | 85K |
| Us Foods Hldg Corp | USFD | Shares | $96.9M | 1.1M |
| Ttm Technologies Inc | TTMI | Shares | $74.8M | 768K |
| Healthequity Inc | HQY | Shares | $73.8M | 884K |
| Talen Energy Corp | TLN | Shares | $73.3M | 230K |
| Western Digital Corp | WDC | Shares | $36.4M | 135K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.