Filed: 5/15/2025ACC: 0001662906-25-000003
📋 What this filing means
ATALAN CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.05B
Total AUM (reported)
7.48M
Total Shares
Allocation by class
COM$709.79M67.5%
CL A$181.94M17.3%
SHS$160.53M15.3%
Portfolio Concentration
Top 3$486.15M46.2%
4–10$566.11M53.8%
Top 3 weight
46.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.48M
Sole
Full voting authority
7.48M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
S&P GLOBAL INC
SOLEShares360K
TypeSH
Market value$182.92M
17.38%
Sole
360K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares475K
TypeSH
Market value$160.53M
15.26%
Sole
475K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares2.18M
TypeSH
Market value$142.70M
13.56%
Sole
2.18M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares90K
TypeSH
Market value$124.50M
11.83%
Sole
90K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares578.37K
TypeSH
Market value$115.48M
10.97%
Sole
578.37K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.40M
TypeSH
Market value$91.50M
8.70%
Sole
1.40M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares165K
TypeSH
Market value$90.44M
8.59%
Sole
165K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.61M
TypeSH
Market value$65.09M
6.19%
Sole
1.61M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares110K
TypeSH
Market value$54.74M
5.20%
Sole
110K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares511.66K
TypeSH
Market value$24.36M
2.32%
Sole
511.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
S&P GLOBAL INCSOLE | COM | 360K | SH | $182.92M 17.38% | 360K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 475K | SH | $160.53M 15.26% | 475K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 2.18M | SH | $142.70M 13.56% | 2.18M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 90K | SH | $124.50M 11.83% | 90K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 578.37K | SH | $115.48M 10.97% | 578.37K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.40M | SH | $91.50M 8.70% | 1.40M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 165K | SH | $90.44M 8.59% | 165K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.61M | SH | $65.09M 6.19% | 1.61M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 110K | SH | $54.74M 5.20% | 110K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 511.66K | SH | $24.36M 2.32% | 511.66K | 0.00 | 0.00 |