Atalan Capital Partners, LP
9 holdingsFiling period: 2026-06-30Current AUM: $1.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 573.0K | $552.9M | $552.9M | 37.22% | -145,800 | 2026-06-30 |
| 2 | MA | Mastercard Incorporated | 426.6K | $219.1M | $272.2M | 18.32% | +192.0K | 2026-06-30 |
| 3 | TTMI | Ttm Technologies Inc | 1.01M | $189.2M | $83.9M | 5.65% | +243.6K | 2026-06-30 |
| 4 | GLW | Corning Inc | 597.3K | $152.6M | $73.7M | 4.96% | -- | 2026-06-30 |
| 5 | TDG | Transdigm Group Inc | 87.5K | $116.6M | $100.4M | 6.76% | +3.0K | 2026-06-30 |
| 6 | USFD | US Foods Hldg Corp | 1.09M | $111.3M | $112.8M | 7.59% | +37.5K | 2026-06-30 |
| 7 | — | Spotify Technology S A | 239.5K | $110.0M | $110.0M | 7.40% | +9.9K | 2026-06-30 |
| 8 | APH | Amphenol Corp | 543.1K | $95.8M | $86.1M | 5.80% | -419,300 | 2026-06-30 |
| 9 | HQY | Healthequity Inc | 915.3K | $82.7M | $93.8M | 6.31% | +31.6K | 2026-06-30 |
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