Atalan Capital Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Atalan Capital Partners, LP | Institutional Filer | ▼ 22.80% | $1.08B | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | Technology | 719K | $281.6M | 25.95% |
| 2 | APH | Amphenol Corporation | Technology | 962K | $121.6M | 11.21% |
| 3 | MA | Mastercard Incorporated | Financial Services | 235K | $117.2M | 10.81% |
| 4 | SPOT | Spotify Technology S.A. | Communication Services | 230K | $111.3M | 10.26% |
| 5 | TDG | TransDigm Group Incorporated | Industrials | 85K | $97.9M | 9.03% |
| 6 | USFD | US Foods Holding Corp. | Consumer Defensive | 1.1M | $96.9M | 8.93% |
| 7 | TTMI | TTM Technologies, Inc. | Technology | 768K | $74.8M | 6.90% |
| 8 | HQY | HealthEquity, Inc. | Healthcare | 884K | $73.8M | 6.81% |
| 9 | TLN | Talen Energy Corporation | Utilities | 230K | $73.3M | 6.76% |
| 10 | WDC | Western Digital Corporation | Technology | 135K | $36.4M | 3.35% |
Showing 1 to 10 of 10 holdings