Atalan Capital Partners, LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Atalan Capital Partners, LP reported 9 stock positions worth $1.1 billion . Its top holding was S&P Global (SPGI) at 16.8% of the portfolio, followed by US Foods (USFD, 15.6% ) and Transdigm (TDG, 13.5% ). Compared with Q1 2024, it added to 2 and reduced 7. The biggest buy was Amphenol Class A (APH, shares +28% ) and the biggest sale Iqvia (IQV, shares −9% ).
Location NEW YORK, NY
CIK 0001662906
Portfolio Value $1.1B (Q2 2024) Holdings 9 stocks · $1.1B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 SPGI S&P Global Inc. 405,000 $180.6M Reduce -1.2% USFD US Foods Holding Corp. 3,152,698 $167.0M Reduce -12.4% TDG Transdigm Group Inc. 113,500 $145.0M Reduce -24.3% IQV Iqvia Holdings Inc. 555,000 $117.3M Reduce -9.0% MRVL Marvell Technology Inc. 1,625,000 $113.6M Reduce -18.8% TMO Thermo Fisher Scientific Inc. 189,000 $104.5M Reduce -6.9% WTW Willis Towers Watson PLC 330,000 $86.5M Reduce -12.0% MBLY Mobileye Global Inc. Class A 2,874,609 $80.7M Add +11.9% APH Amphenol Corp. Class A 1,150,000 $77.5M Add +27.8%
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ IQV Iqvia Holdings Inc. Reduce -9.0% 10.94% −1.86 TDG Transdigm Group Inc. Reduce -24.3% 13.52% −1.81 MRVL Marvell Technology Inc. Reduce -18.8% 10.59% −1.18 USFD US Foods Holding Corp. Reduce -12.4% 15.57% −0.55 WTW Willis Towers Watson PLC Reduce -12.0% 8.06% −0.49 TMO Thermo Fisher Scientific Inc. Reduce -6.9% 9.74% −0.05 SPGI S&P Global Inc. Reduce -1.2% 16.84% +2.36
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ APH Amphenol Corp. Class A Add +27.8% 7.22% +2.91 MBLY Mobileye Global Inc. Class A Add +11.9% 7.53% +0.67
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ WAYFAIR INC (W 0.625 10/01/25) NOTE 0.625%10/0 · principal Sold out 5,000,000 $4.6Mbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 9 $1.6B STX, MA, TTMI, GLW, TDG Q1 2026 10 $1.1B STX, APH, MA, SPOT, TDG Q4 2025 11 $1.4B STX, APH, SPGI, MA, WDC Q3 2025 10 $1.4B APH, WTW, STX, SPGI, MA Q2 2025 11 $1.3B SPGI, APH, USFD, WTW, TLN Q1 2025 10 $1.1B SPGI, WTW, USFD, TDG, TLN Q4 2024 9 $1.0B SPGI, USFD, WTW, TDG, TLN Q3 2024 9 $1.2B SPGI, USFD, TDG, MRVL, TLN Q2 2024 9 $1.1B SPGI, USFD, TDG, IQV, MRVL Q1 2024 9 $1.2B USFD, TDG, SPGI, IQV, MRVL