Atalan Capital Partners, LP
9 holdingsFiling period: 2026-06-30Current AUM: $1.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SEAGATE TECHNOLOGY HLDNGS PL | 573.0K | $552.9M | $552.9M | 37.49% | -145,800 | 2026-06-30 |
| 2 | MA | MASTERCARD INCORPORATED | 426.6K | $219.1M | $244.6M | 16.58% | +192.0K | 2026-06-30 |
| 3 | TTMI | TTM TECHNOLOGIES INC | 1.01M | $189.2M | $113.8M | 7.72% | +243.6K | 2026-06-30 |
| 4 | GLW | CORNING INC | 597.3K | $152.6M | $85.8M | 5.81% | -- | 2026-06-30 |
| 5 | TDG | TRANSDIGM GROUP INC | 87.5K | $116.6M | $95.0M | 6.44% | +3.0K | 2026-06-30 |
| 6 | USFD | US FOODS HLDG CORP | 1.09M | $111.3M | $100.2M | 6.79% | +37.5K | 2026-06-30 |
| 7 | — | SPOTIFY TECHNOLOGY S A | 239.5K | $110.0M | $110.0M | 7.46% | +9.9K | 2026-06-30 |
| 8 | APH | AMPHENOL CORP | 543.1K | $95.8M | $84.4M | 5.72% | -419,300 | 2026-06-30 |
| 9 | HQY | HEALTHEQUITY INC | 915.3K | $82.7M | $88.3M | 5.99% | +31.6K | 2026-06-30 |
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