Atalan Capital Partners, LP
10 holdingsFiling period: 2026-03-31Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SEAGATE TECHNOLOGY HLDNGS PL | 718.8K | $281.6M | $281.6M | 23.06% | -27,800 | 2026-03-31 |
| 2 | APH | AMPHENOL CORP | 962.5K | $121.6M | $154.7M | 12.66% | -417,050 | 2026-03-31 |
| 3 | MA | MASTERCARD INCORPORATED | 234.7K | $117.2M | $134.5M | 11.01% | +3.4K | 2026-03-31 |
| 4 | — | SPOTIFY TECHNOLOGY S A | 229.6K | $111.3M | $111.3M | 9.11% | +70.1K | 2026-03-31 |
| 5 | TDG | TRANSDIGM GROUP INC | 84.5K | $97.9M | $106.0M | 8.68% | -3,150 | 2026-03-31 |
| 6 | USFD | US FOODS HLDG CORP | 1.05M | $96.9M | $105.7M | 8.66% | -139,000 | 2026-03-31 |
| 7 | TTMI | TTM TECHNOLOGIES INC | 768.3K | $74.8M | $88.7M | 7.26% | -- | 2026-03-31 |
| 8 | HQY | HEALTHEQUITY INC | 883.7K | $73.8M | $88.9M | 7.28% | -31,480 | 2026-03-31 |
| 9 | TLN | TALEN ENERGY CORP | 229.6K | $73.3M | $76.7M | 6.28% | -49,715 | 2026-03-31 |
| 10 | WDC | WESTERN DIGITAL CORP | 134.6K | $36.4M | $73.3M | 6.00% | -570,850 | 2026-03-31 |
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