Atalan Capital Partners, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Atalan Capital Partners, LP reported 10 stock positions worth $1.1 billion. Its top holding was Seagate Technology (STX) at 26.0% of the portfolio, followed by Amphenol Class A (APH, 11.2%) and Mastercard Class A (MA, 10.8%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 2 and reduced 7. The biggest buy was a new position in TTM Technologies (TTMI) and the biggest sale an exit from S&P Global (SPGI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001662906
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001662906-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $1.1B
| STX Seagate Technology Holdings | 25.95% | 718,800 | $281.6M | Reduce -3.7% |
| APH Amphenol Corp. Class A | 11.21% | 962,450 | $121.6M | Reduce -30.2% |
| MA Mastercard Inc. Class A | 10.81% | 234,650 | $117.2M | Add +1.5% |
| SPOT Spotify Technology SA | 10.26% | 229,550 | $111.3M | Add +44.0% |
| TDG Transdigm Group Inc. | 9.03% | 84,500 | $97.9M | Reduce -3.6% |
| USFD US Foods Holding Corp. | 8.93% | 1,051,000 | $96.9M | Reduce -11.7% |
| TTMI TTM Technologies | 6.90% | 768,290 | $74.8M | New |
| HQY Healthequity Inc. | 6.81% | 883,670 | $73.8M | Reduce -3.4% |
| TLN Talen Energy Corp. | 6.76% | 229,600 | $73.3M | Reduce -17.8% |
| WDC Western Digital Corp. | 3.35% | 134,550 | $36.4M | Reduce -80.9% |
Portfolio Sells Q4 2025 → Q1 2026
| SPGI S&P Global Inc. | Sold out | 0.00% | −11.53 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −7.86 |
| WDC Western Digital Corp. | Reduce -80.9% | 3.35% | −5.29 |
| APH Amphenol Corp. Class A | Reduce -30.2% | 11.21% | −2.06 |
| TLN Talen Energy Corp. | Reduce -17.8% | 6.76% | −0.69 |
| TDG Transdigm Group Inc. | Reduce -3.6% | 9.03% | +0.73 |
| HQY Healthequity Inc. | Reduce -3.4% | 6.81% | +0.84 |
| USFD US Foods Holding Corp. | Reduce -11.7% | 8.93% | +2.55 |
| STX Seagate Technology Holdings | Reduce -3.7% | 25.95% | +11.32 |
Portfolio Buys Q4 2025 → Q1 2026
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 |