Atalan Capital Partners, LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $3,290,074,714 | Pooled investment vehicles (100%) |
| Dec 2025 to Mar 2026 | $2,400,973,534 | Pooled investment vehicles (100%) |
| Apr 2025 to Sep 2025 | $2,400,973,534 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $2,417,604,412 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $2,225,077,761 | Pooled investment vehicles (100%) |
| Apr 2023 | $2,225,077,761 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 98.3%; sector active share 37.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 60.8% | $990,515,863 |
| Financial Services | 13.4% | $219,127,440 |
| Industrials | 7.2% | $116,593,461 |
| Consumer Defensive | 6.8% | $111,299,125 |
| Communication Services | 6.7% | $109,961,635 |
| Healthcare | 5.1% | $82,667,186 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLW | Corning Inc | 597,300 | $152,568,339 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 573,000 | $552,945,000 | 33.92% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 426,650 | $219,127,440 | 13.44% | |
| TTMI |
Ttm Technologies Inc
Technology
|
Added | 1,011,840 | $189,234,316 | 11.61% | |
| GLW |
Corning Inc
Technology
|
NEW | 597,300 | $152,568,339 | 9.36% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 87,530 | $116,593,461 | 7.15% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Added | 1,088,500 | $111,299,125 | 6.83% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 239,500 | $109,961,635 | 6.75% | |
| APH |
Amphenol Corp
Technology
|
Reduced | 543,150 | $95,768,208 | 5.87% | |
| HQY |
Healthequity, Inc.
Healthcare
|
Added | 915,270 | $82,667,186 | 5.07% |
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.