Atalan Capital Partners, LP 13F Holdings · Q2 2026
Atalan Capital Partners, LP reported 9 securities worth $1.63B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: STX (33.92%), MA (13.44%), TTMI (11.61%). Among its top 25 positions this quarter: 1 new, 6 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $552.9M | 33.92% | 573,000 | Trimmed |
| 2 | MA | MASTERCARD INCORPORATED | $219.1M | 13.44% | 426,650 | Added |
| 3 | TTMI | TTM TECHNOLOGIES INC | $189.2M | 11.61% | 1.0M | Added |
| 4 | GLW | CORNING INC | $152.6M | 9.36% | 597,300 | New |
| 5 | TDG | TRANSDIGM GROUP INC | $116.6M | 7.15% | 87,530 | Added |
| 6 | USFD | US FOODS HLDG CORP | $111.3M | 6.83% | 1.1M | Added |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $110.0M | 6.75% | 239,500 | Added |
| 8 | APH | AMPHENOL CORP | $95.8M | 5.87% | 543,150 | Trimmed |
| 9 | HQY | HEALTHEQUITY INC | $82.7M | 5.07% | 915,270 | Added |
| 10 | TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 11 | WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR