ATALAN CAPITAL PARTNERS, LP 13F Portfolio
ATALAN CAPITAL PARTNERS, LP runs ATALAN CAPITAL PARTNERS, LP and currently holds 9 stock positions, which is fewer than the average of 231 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 #59 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%.
Portfolio Value
$1.63B
Alpha Score
183.3
#59 of 1000
Holdings
9
ATALAN CAPITAL PARTNERS, LP Current 13F Holdings
Reported holdings from ATALAN CAPITAL PARTNERS, LP's latest SEC 13F filing, ranked by portfolio weight.
9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 33.92% | $174.63 | $783.00 | +348.38% | Trimmed -20.28% |
 MA MASTERCARD INCORPORATED | 13.44% | $534.70 | $589.23 | +10.20% | Added +81.82% |
 TTMI TTM TECHNOLOGIES INC | 11.61% | $118.99 | $121.01 | +1.70% | Added +31.70% |
 GLW CORNING INC | 9.36% | $255.43 | $156.69 | -38.66% | New Buy |
 TDG TRANSDIGM GROUP INC | 7.15% | $597.64 | $1,108.27 | +85.44% | Added +3.59% |
 USFD US FOODS HLDG CORP | 6.83% | $29.71 | $97.42 | +227.90% | Added +3.57% |
 SPOT SPOTIFY TECHNOLOGY S A | 6.75% | $547.61 | $529.39 | -3.33% | Added +4.33% |
 APH AMPHENOL CORP | 5.87% | $61.06 | $87.23 | +42.86% | Trimmed -43.57% |
 HQY HEALTHEQUITY INC | 5.07% | $101.98 | $92.61 | -9.19% | Added +3.58% |