Atalan Capital Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Atalan Capital Partners, LP disclosed 10 US equity positions worth $1.1bn in its Q1 2026 13F filing. The largest position was STX at 26.0% of the reported book, followed by APH and MA.
What did Atalan Capital Partners, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 26.0% | $281.6m | 718,800 | – | |
| 2 | APH AMPHENOL CORP | Technology | 11.2% | $121.6m | 962,450 | – | |
| 3 | MA MASTERCARD INCORPORATED | Financial Services | 10.8% | $117.2m | 234,650 | – | |
| 4 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 10.3% | $111.3m | 229,550 | – | |
| 5 | TDG TRANSDIGM GROUP INC | Industrials | 9.0% | $97.9m | 84,500 | – | |
| 6 | USFD US FOODS HLDG CORP | Consumer Defensive | 8.9% | $96.9m | 1,051,000 | – | |
| 7 | TTMI TTM TECHNOLOGIES INC | Technology | 6.9% | $74.8m | 768,290 | – | |
| 8 | HQY HEALTHEQUITY INC | Healthcare | 6.8% | $73.8m | 883,670 | – | |
| 9 | TLN TALEN ENERGY CORP | Utilities | 6.8% | $73.3m | 229,600 | – | |
| 10 | WDC WESTERN DIGITAL CORP | Technology | 3.4% | $36.4m | 134,550 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.