Holdings of Atalan Capital Partners, LP
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 22.8 %
- Financials 16.9 %
- Consumer staples 14.0 %
- Unattributed 46.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 8 | 692.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Amphenol Corp | 962,450 | 121.6M $ | |
| 2 | Mastercard Inc | 234,650 | 117.2M $ | |
| 3 | TransDigm Group Inc | 84,500 | 97.9M $ | |
| 4 | US Foods Holding Corp | 1,051,000 | 96.9M $ | |
| 5 | TTM Technologies Inc | 768,290 | 74.8M $ | |
| 6 | HealthEquity Inc | 883,670 | 73.8M $ | |
| 7 | TALEN ENERGY CORP | 229,600 | 73.3M $ | |
| 8 | Western Digital Corp | 134,550 | 36.4M $ |