StockDriftsStockDriftsTop 10 Atalan Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 25.95% | 718.8K | $281.6M | -3.72%(-27.80K) | $139.59(+469.88%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 11.21% | 962.5K | $121.6M | -30.23%(-417.05K) | $56.26(+122.19%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 10.81% | 234.7K | $117.2M | +1.47%(+3.40K) | $542.10(-8.84%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 10.26% | 229.6K | $111.3M | +43.97%(+70.11K) | $606.81(-27.99%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 9.03% | 84.5K | $97.9M | -3.59%(-3.15K) | $576.99(+99.13%) | 2026-03-31 | |
| USFD | US FOODS HLDG CORP | 8.93% | 1.05M | $96.9M | -11.68%(-139.00K) | $29.14(+182.73%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 6.9% | 768.3K | $74.8M | new | $83.21(+101.12%) | 2026-03-31 | |
| HQY | HEALTHEQUITY INC | 6.81% | 883.7K | $73.8M | -3.44%(-31.48K) | $96.75(-15.07%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 6.76% | 229.6K | $73.3M | -17.80%(-49.72K) | $147.37(+126.80%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 3.35% | 134.6K | $36.4M | -80.93%(-570.85K) | $48.62(+891.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.41% | +116.72% |
| Top 20 Holdings Unweighted | +26.82% | +103.97% |
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