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ATALAN CAPITAL PARTNERS, LP
ATALAN CAPITAL PARTNERS, LP
Latest filing: 2026-06-30
ATALAN CAPITAL PARTNERS, LP runs ATALAN CAPITAL PARTNERS, LP and currently holds 9 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.63B. Their top holdings are STX, MA, TTMI, GLW, TDG. The top five represent 75.5% of reported portfolio weight. ATALAN CAPITAL PARTNERS, LP ranks #56 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ATALAN CAPITAL PARTNERS, LP initiated 1 new position. They added to 6 existing positions. They trimmed 2 positions. Their current best-performing preview position is STX with returns of +146.32%.
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9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 33.92% | $174.63 | $850.00 | +386.74% | Trimmed -20.28% |
 MA MASTERCARD INCORPORATED | 13.44% | $534.70 | $580.56 | +8.58% | Added +81.82% |
 TTMI TTM TECHNOLOGIES INC | 11.61% | $118.99 | $110.54 | -7.10% | Added +31.70% |
 GLW CORNING INC | 9.36% | $255.43 | $149.82 | -41.35% | New Buy |
 TDG TRANSDIGM GROUP INC | 7.15% | $597.64 | $1,200.42 | +100.86% | Added +3.59% |
 USFD US FOODS HLDG CORP | 6.83% | $29.71 | $109.63 | +269.00% | Added +3.57% |
 SPOT SPOTIFY TECHNOLOGY S A | 6.75% | $547.61 | $533.36 | -2.60% | Added +4.33% |
 APH AMPHENOL CORP | 5.87% | $61.06 | $157.00 | +157.12% | Trimmed -43.57% |
 HQY HEALTHEQUITY INC | 5.07% | $101.98 | $105.41 | +3.36% | Added +3.58% |