Atalan Capital Partners, LP

CIK

1662906

Location

NEW YORK, NY

Portfolio Value

Mid $1,725,932,918

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,441 / 8,700 ▲ 585

Top Industry

Computer Hardware 32.0%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.0%

+8.7 pts

Top 5

75.6%

+5.1 pts

Top 10

100.0%

0.0 pts

HHI

1,660

Moderately concentrated+277

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.9%	$1,086,284,071	4
Financial Services	12.7%	$219,127,440	1
Industrials	6.8%	$116,593,461	1
Consumer Defensive	6.4%	$111,299,125	1
Communication Services	6.4%	$109,961,635	1
Healthcare	4.8%	$82,667,186	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
TTMI	Ttm Technologies Inc	+243,550	1,011,840	$189,234,316
MA	Mastercard Inc	+192,000	426,650	$219,127,440
USFD	US Foods Holding Corp.	+37,500	1,088,500	$111,299,125
HQY	Healthequity, Inc.	+31,600	915,270	$82,667,186
SPOT	Spotify Technology S.A.	+9,950	239,500	$109,961,635
TDG	TransDigm Group INC	+3,030	87,530	$116,593,461
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−419,300	543,150	$191,536,416
STX	Seagate Technology Holdings plc	−145,800	573,000	$552,945,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLW	Corning Inc /Ny	597,300	$152,568,339
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TLN	Talen Energy Corp	229,600	$73,295,208
WDC	Western Digital Corp	134,550	$36,394,429
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 tracked positions · $1,725,932,918 total · filing declares 9 positions · $1,630,164,711 · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
STX	Seagate Technology Holdings plc Technology	Reduced	573,000	-145,800	$552,945,000	+96.4%	32.04%
MA	Mastercard Inc Financial Services	Added	426,650	+192,000	$219,127,440	+86.9%	12.70%
APH	Amphenol Corp /De/ Technology	Reduced	543,150	-419,300	$191,536,416	−21.2%	11.10%
TTMI	Ttm Technologies Inc Technology	Added	1,011,840	+243,550	$189,234,316	+152.8%	10.96%
GLW	Corning Inc /Ny Technology	NEW	597,300	NEW	$152,568,339	NEW	8.84%
TDG	TransDigm Group INC Industrials	Added	87,530	+3,030	$116,593,461	+19.1%	6.76%
USFD	US Foods Holding Corp. Consumer Defensive	Added	1,088,500	+37,500	$111,299,125	+14.8%	6.45%
SPOT	Spotify Technology S.A. Communication Services	Added	239,500	+9,950	$109,961,635	−1.2%	6.37%
HQY	Healthequity, Inc. Healthcare	Added	915,270	+31,600	$82,667,186	+11.9%	4.79%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.