Atalan Capital Partners, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Atalan Capital Partners, LP reported 11 stock positions worth $1.3 billion. Its top holding was S&P Global (SPGI) at 12.1% of the portfolio, followed by Amphenol Class A (APH, 12.1%) and US Foods (USFD, 12.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 3 and reduced 4. The biggest buy was a new position in Healthequity (HQY) and the biggest sale S&P Global (SPGI, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001662906
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0000919574-25-004856 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $1.3B
| SPGI S&P Global Inc. | 12.15% | 300,000 | $158.2M | Reduce -16.7% |
| APH Amphenol Corp. Class A | 12.13% | 1,600,000 | $158.0M | Add +14.7% |
| USFD US Foods Holding Corp. | 11.98% | 2,025,000 | $155.9M | Reduce -7.1% |
| WTW Willis Towers Watson PLC | 11.77% | 500,000 | $153.3M | Add +5.3% |
| TLN Talen Energy Corp. | 11.39% | 510,000 | $148.3M | Reduce -11.8% |
| TDG Transdigm Group Inc. | 10.51% | 90,000 | $136.9M | No change |
| MA Mastercard Inc. Class A | 10.14% | 235,000 | $132.1M | Add +42.4% |
| HQY Healthequity Inc. | 5.63% | 700,000 | $73.3M | New |
| STX Seagate Technology Holdings | 5.54% | 500,000 | $72.2M | New |
| WDC Western Digital Corp. | 5.33% | 1,084,788 | $69.4M | Reduce -32.6% |
| TMO Thermo Fisher Scientific Inc. | 3.43% | 110,000 | $44.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |