Atalan Capital Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Atalan Capital Partners, LP disclosed 9 US equity positions worth $1.6bn in its Q2 2026 13F filing. The largest position was STX at 33.9% of the reported book, followed by MA and TTMI. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 2 among the top 9 holdings.
What did Atalan Capital Partners, LP own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 33.9% | $552.9m | 573,000 | -20% | reduced |
| 2 | MA MASTERCARD INCORPORATED | Financial Services | 13.4% | $219.1m | 426,650 | 82% | added |
| 3 | TTMI TTM TECHNOLOGIES INC | Technology | 11.6% | $189.2m | 1,011,840 | 32% | added |
| 4 | GLW CORNING INC | Technology | 9.4% | $152.6m | 597,300 | – | new |
| 5 | TDG TRANSDIGM GROUP INC | Industrials | 7.2% | $116.6m | 87,530 | 4% | added |
| 6 | USFD US FOODS HLDG CORP | Consumer Defensive | 6.8% | $111.3m | 1,088,500 | 4% | added |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.7% | $110.0m | 239,500 | 4% | added |
| 8 | APH AMPHENOL CORP | Technology | 5.9% | $95.8m | 543,150 | -44% | reduced |
| 9 | HQY HEALTHEQUITY INC | Healthcare | 5.1% | $82.7m | 915,270 | 4% | added |
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.