Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atalan Capital Partners, LP (CIK 1662906) reported $1.08B across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: STX ($281.6M, 25.95%), APH ($121.6M, 11.21%), MA ($117.2M, 10.81%), SPOT ($111.3M, 10.26%), TDG ($97.9M, 9.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $281.6M | 25.95% | 718,800 | Trimmed |
| 2 | APH | AMPHENOL CORP | $121.6M | 11.21% | 962,450 | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $117.2M | 10.81% | 234,650 | Added |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | $111.3M | 10.26% | 229,550 | Added |
| 5 | TDG | TRANSDIGM GROUP INC | $97.9M | 9.03% | 84,500 | Trimmed |
| 6 | USFD | US FOODS HLDG CORP | $96.9M | 8.93% | 1.1M | Trimmed |
| 7 | TTMI | TTM TECHNOLOGIES INC | $74.8M | 6.90% | 768,290 | New |
| 8 | HQY | HEALTHEQUITY INC | $73.8M | 6.81% | 883,670 | Trimmed |
| 9 | TLN | TALEN ENERGY CORP | $73.3M | 6.76% | 229,600 | Trimmed |
| 10 | WDC | WESTERN DIGITAL CORP | $36.4M | 3.35% | 134,550 | Trimmed |
| 11 | SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | Exited |
| 12 | WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31