Atalan Capital Partners, LP: 13F holdings
CIK 16629062026Q2
| Positions | 9 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (-1 vs prior quarter) |
|---|
| Reported value | $1.6bn (+50.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 573,000 | $552.9m | 33.9% |
| MA MASTERCARD INCORPORATED | 426,650 | $219.1m | 13.4% |
| TTMI TTM TECHNOLOGIES INC | 1,011,840 | $189.2m | 11.6% |
| GLW CORNING INC | 597,300 | $152.6m | 9.4% |
| TDG TRANSDIGM GROUP INC | 87,530 | $116.6m | 7.2% |
| USFD US FOODS HLDG CORP | 1,088,500 | $111.3m | 6.8% |
| SPOTIFY TECHNOLOGY S A | 239,500 | $110.0m | 6.7% |
| APH AMPHENOL CORP | 543,150 | $95.8m | 5.9% |
| HQY HEALTHEQUITY INC | 915,270 | $82.7m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1662906")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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