Institutional
Atalan Capital Partners, LP
CIK 0001662906
$1.08B
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Atalan Capital Partners, LP · Q1 2026
AI · grounded in 13F
Atalan Capital Partners, LP exited its position in SPGI, reducing its exposure by $162.1M. The fund also closed its position in WILLIS TOWERS WATSON PLC LTD for $110.4M and trimmed its holding in WESTERN DIGITAL CORP by 80.9%. On the buy side, the fund established a new position in TTMI worth $74.8M and increased its stake in SPOT by 43.9%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $856.13 | 0.52% | 457.59% | 1034.60% | $281.6M | 25.95% | — | HELD |
| 2 | APH | AMPHENOL CORP | $160.70 | 0.55% | 55.11% | 338.79% | $121.6M | 11.21% | — | HELD |
| 3 | MA | MASTERCARD INCORPORATED | $573.10 | -0.74% | 3.00% | 70.49% | $117.2M | 10.81% | — | HELD |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | $499.94 | -4.34% | -20.28% | 113.34% | $111.3M | 10.26% | — | HELD |
| 5 | TDG | TRANSDIGM GROUP INC | $1254.38 | 0.36% | -15.72% | 147.56% | $97.9M | 9.03% | — | HELD |
| 6 | USFD | US FOODS HLDG CORP | $100.59 | 0.04% | 20.75% | 195.76% | $96.9M | 8.93% | — | HELD |
| 7 | TTMI | TTM TECHNOLOGIES INC | $115.44 | -0.06% | 166.36% | 724.57% | $74.8M | 6.90% | — | HELD |
| 8 | HQY | HEALTHEQUITY INC | $100.61 | -0.38% | 10.49% | 56.79% | $73.8M | 6.81% | — | HELD |
| 9 | TLN | TALEN ENERGY CORP | $334.10 | 0.47% | -12.03% | 512.98% | $73.3M | 6.76% | — | HELD |
| 10 | WDC | WESTERN DIGITAL CORP | $544.84 | 2.21% | 613.67% | 1045.77% | $36.4M | 3.35% | — | HELD |
Source: SEC EDGAR · accession 0001662906-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.