StockDriftsStockDriftsTop 9 Atalan Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 33.92% | 573.0K | $552.9M | -20.28%(-145.80K) | $139.59(+560.08%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 13.44% | 426.6K | $219.1M | +81.82%(+192.00K) | $524.87(+8.04%) | 2026-06-30 | |
| TTMI | TTM TECHNOLOGIES INC | 11.61% | 1.01M | $189.2M | +31.70%(+243.55K) | $96.31(+44.19%) | 2026-06-30 | |
| GLW | CORNING INC | 9.36% | 597.3K | $152.6M | new | $191.99(-17.42%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 7.15% | 87.5K | $116.6M | +3.59%(+3.03K) | $599.68(+107.83%) | 2026-06-30 | |
| USFD | US FOODS HLDG CORP | 6.83% | 1.09M | $111.3M | +3.57%(+37.50K) | $31.46(+252.79%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.75% | 239.5K | $110.0M | +4.33%(+9.95K) | $601.01(-17.10%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 5.87% | 543.1K | $95.8M | -43.57%(-419.30K) | $56.26(+194.62%) | 2026-06-30 | |
| HQY | HEALTHEQUITY INC | 5.07% | 915.3K | $82.7M | +3.58%(+31.60K) | $96.38(+9.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +42.60% | +189.97% | +23.55% | +187.91% |
| Top 20 Holdings Unweighted | +34.40% | +142.75% | +19.32% | +141.85% |
Atalan Capital Partners LP reports $1.63B in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are STX (33.9%), MA (13.4%) and TTMI (11.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +189.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atalan Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1662906). View Atalan Capital Partners LP’s 13F filings on SEC