Atalan Capital Partners, LP
13F Reported Value
ⓘ$1.1B
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Atalan Capital Partners, LP disclosed 10 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $STX (Seagate Technology Holdings plc) at 25.9% of the equity portfolio, followed by $APH and $MA. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $TTMI and a full exit from $SPGI. The portfolio is most concentrated in Technology (47.4% of disclosed assets). All figures are sourced directly from Atalan Capital Partners, LP’s Form 13F-HR filing with the SEC under CIK 1662906.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$281.6M718,800 sh - 80.5#40
Quality
$121.6M962,450 sh - 81.7#28
Quality
$117.2M234,650 sh - —
Quality
$111.3M229,550 sh - 75.4
Quality
$97.9M84,500 sh - 60.6
Quality
$96.9M1,051,000 sh - 59.0
Quality
$74.8M768,290 sh - 72.3
Quality
$73.8M883,670 sh - 66.5
Quality
$73.3M229,600 sh - 76.8
Quality
$36.4M134,550 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Seagate Technology Holdings plc$STX | — | $281.6M | 718,800 |
 AMPHENOL CORP /DE/$APH | 80.5#40 | $121.6M | 962,450 |
 Mastercard Inc$MA | 81.7#28 | $117.2M | 234,650 |
 Spotify Technology S.A.$SPOT | — | $111.3M | 229,550 |
 TransDigm Group INC$TDG | 75.4 | $97.9M | 84,500 |
 US Foods Holding Corp.$USFD | 60.6 | $96.9M | 1,051,000 |
 TTM TECHNOLOGIES INC$TTMI | 59.0 | $74.8M | 768,290 |
 HEALTHEQUITY, INC.$HQY | 72.3 | $73.8M | 883,670 |
 Talen Energy Corp$TLN | 66.5 | $73.3M | 229,600 |
 WESTERN DIGITAL CORP$WDC | 76.8 | $36.4M | 134,550 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Atalan Capital Partners, LP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Technology
$514.4M
Industrials
$171.8M
Financials
$117.2M
Communication Services
$111.3M
Consumer Discretionary
$96.9M
Utilities
$73.3M
Full Holdings — Atalan Capital Partners, LP (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $STX | Seagate Technology Holdings plc | $281.6M | 25.9% | -4% | — |
| 2 | $APH | AMPHENOL CORP /DE/ | $121.6M | 11.2% | -30% | 80.5 |
| 3 | $MA | Mastercard Inc | $117.2M | 10.8% | +1% | 81.7 |
| 4 | $SPOT | Spotify Technology S.A. | $111.3M | 10.3% | +44% | — |
| 5 | $TDG | TransDigm Group INC | $97.9M | 9.0% | -4% | 75.4 |
| 6 | $USFD | US Foods Holding Corp. | $96.9M | 8.9% | -12% | 60.6 |
| 7 | $TTMI | TTM TECHNOLOGIES INC | $74.8M | 6.9% | NEW | 59 |
| 8 | $HQY | HEALTHEQUITY, INC. | $73.8M | 6.8% | -3% | 72.3 |
| 9 | $TLN | Talen Energy Corp | $73.3M | 6.8% | -18% | 66.5 |
| 10 | $WDC | WESTERN DIGITAL CORP | $36.4M | 3.4% | -81% | 76.8 |
New Positions (1)
$TTMI TTM TECHNOLOGIES INC$74.8M
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