Filed: 8/14/2025ACC: 0000919574-25-004856
📋 What this filing means
ATALAN CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.30B
Total AUM (reported)
7.65M
Total Shares
Allocation by class
COM$786.63M60.4%
CL A$290.06M22.3%
SHS$153.25M11.8%
ORD SHS$72.17M5.5%
Portfolio Concentration
Top 3$472.13M36.3%
4–10$785.37M60.3%
11–25$44.60M3.4%
Top 3 weight
36.3%
Top 10 weight
96.6%
Voting Authority Distribution
Total shares with voting rights: 7.65M
Sole
Full voting authority
7.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
S&P GLOBAL INC
SOLEShares300K
TypeSH
Market value$158.19M
12.15%
Sole
300K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.60M
TypeSH
Market value$158.00M
12.13%
Sole
1.60M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares2.02M
TypeSH
Market value$155.95M
11.98%
Sole
2.02M
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares500K
TypeSH
Market value$153.25M
11.77%
Sole
500K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares510K
TypeSH
Market value$148.29M
11.39%
Sole
510K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares90K
TypeSH
Market value$136.86M
10.51%
Sole
90K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares235K
TypeSH
Market value$132.06M
10.14%
Sole
235K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares700K
TypeSH
Market value$73.33M
5.63%
Sole
700K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares500K
TypeSH
Market value$72.17M
5.54%
Sole
500K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.08M
TypeSH
Market value$69.42M
5.33%
Sole
1.08M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares110K
TypeSH
Market value$44.60M
3.43%
Sole
110K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
S&P GLOBAL INCSOLE | COM | 300K | SH | $158.19M 12.15% | 300K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.60M | SH | $158.00M 12.13% | 1.60M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 2.02M | SH | $155.95M 11.98% | 2.02M | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 500K | SH | $153.25M 11.77% | 500K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 510K | SH | $148.29M 11.39% | 510K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 90K | SH | $136.86M 10.51% | 90K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 235K | SH | $132.06M 10.14% | 235K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 700K | SH | $73.33M 5.63% | 700K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 500K | SH | $72.17M 5.54% | 500K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.08M | SH | $69.42M 5.33% | 1.08M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 110K | SH | $44.60M 3.43% | 110K | 0.00 | 0.00 |