Atalan Capital Partners, LP
Top Portfolio Positions
10 positions ·
$1,084,988,533 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
718,800 | $281,597,088 | 25.95% | |
| APH |
Amphenol Corp /De/
Technology
|
962,450 | $121,605,557 | 11.21% | |
| MA |
Mastercard Inc
Financial Services
|
234,650 | $117,245,219 | 10.81% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
229,550 | $111,311,090 | 10.26% | |
| TDG |
TransDigm Group INC
Industrials
|
84,500 | $97,932,120 | 9.03% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
1,051,000 | $96,912,710 | 8.93% | |
| TTMI |
Ttm Technologies Inc
Technology
|
768,290 | $74,846,811 | 6.90% | |
| HQY |
Healthequity, Inc.
Healthcare
|
883,670 | $73,848,301 | 6.81% | |
| TLN |
Talen Energy Corp
Utilities
|
229,600 | $73,295,208 | 6.76% | |
| WDC |
Western Digital Corp
Technology
|
134,550 | $36,394,429 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TTMI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,846,811 | 768,290 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||