Atalan Capital Partners, LP — 13F holdings

Atalan Capital Partners, LP reported 9 holdings worth $1.63B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $553M (33.9%)
2. MA MASTERCARD INCORPORATED — $219M (13.4%)
3. TTMI TTM TECHNOLOGIES INC — $189M (11.6%)
4. GLW CORNING INC — $153M (9.4%)
5. TDG TRANSDIGM GROUP INC — $117M (7.2%)
6. USFD US FOODS HLDG CORP — $111M (6.8%)
7. SPOT SPOTIFY TECHNOLOGY S A — $110M (6.7%)
8. APH AMPHENOL CORP NEW — $95.8M (5.9%)
9. HQY HEALTHEQUITY INC — $82.7M (5.1%)