Atalan Capital Partners, LP

NEW YORK, NY · CIK 1662906 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2015 · limited partnership

As an employer

$1.6bn reported value +50.2% vs Q1 2026

9positions

100.0%in top 10

1 new 6 added 2 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	573,000	$552.9m33.92%	33.92%	Reduced -145.8k	-145,800 -20.3%
2	MASTERCARD INCORPORATED CL A MA	MA	426,650	$219.1m13.44%	13.44%	Added +192.0k	+192,000 81.8%
3	TTM TECHNOLOGIES INC COM TTMI	TTMI	1,011,840	$189.2m11.61%	11.61%	Added +243.6k	+243,550 31.7%
4	CORNING INC COM GLW	GLW	597,300	$152.6m9.36%	9.36%	New
5	TRANSDIGM GROUP INC COM TDG	TDG	87,530	$116.6m7.15%	7.15%	Added +3.0k	+3,030 3.6%
6	US FOODS HLDG CORP COM USFD	USFD	1,088,500	$111.3m6.83%	6.83%	Added +37.5k	+37,500 3.6%
7	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	239,500	$110.0m6.75%	6.75%	Added +9.9k	+9,950 4.3%
8	AMPHENOL CORP CL A APH	APH	543,150	$95.8m5.87%	5.87%	Reduced -419.3k	-419,300 -43.6%
9	HEALTHEQUITY INC COM HQY	HQY	915,270	$82.7m5.07%	5.07%	Added +31.6k	+31,600 3.6%

Security	Ticker	Shares held before	Value then
TALEN ENERGY CORP TLN	TLN	229,600	$73.3m229.6k shares
WESTERN DIGITAL CORP WDC	WDC	134,550	$36.4m134.6k shares