Atalan Capital Partners, LP
NEW YORK, NY
$1.6bn in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 24.7% of the portfolio this quarter.
Value
$1.6bn
Stocks
9
Top 10 share
100.0%
Turnover
24.7%
What changed this quarter
New
Bought for the first time this quarter.
- CorningGLW9.4% of the fund
Added
Bought more of a stock they already held.
- MastercardMA13.4% of the fund+82%
- TTM TechnologiesTTMI11.6% of the fund+32%
- TransDigm GroupTDG7.2% of the fund+4%
- US Foods HoldingUSFD6.8% of the fund+4%
- Spotify TechnologySPOT6.7% of the fund+4%
- HealthequityHQY5.1% of the fund+4%
Cut
Sold some of their stake.
- Seagate Technology HoldingsSTX33.9% of the fund-20%
- AmphenolAPH5.9% of the fund-44%
Sold out
Sold their entire stake.
- Talen EnergyTLN-100%
- Western DigitalWDC-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Seagate Technology HoldingsSTX | 33.9% | $553m | 573,000 | -20% |
| MastercardMA | 13.4% | $219m | 426,650 | +82% |
| TTM TechnologiesTTMI | 11.6% | $189m | 1,011,840 | +32% |
| CorningGLW | 9.4% | $153m | 597,300 | New |
| TransDigm GroupTDG | 7.2% | $117m | 87,530 | +4% |
| US Foods HoldingUSFD | 6.8% | $111m | 1,088,500 | +4% |
| Spotify TechnologySPOT | 6.7% | $110m | 239,500 | +4% |
| AmphenolAPH | 5.9% | $96m | 543,150 | -44% |
| HealthequityHQY | 5.1% | $83m | 915,270 | +4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.2% since 30 June 2025.
Where the money is
Technology60.8%
Financial services13.4%
Industrials7.2%
Everyday goods6.8%
Media & telecom6.7%
Health care5.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.