Filed: 11/14/2025ACC: 0001662906-25-000006
📋 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 $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.43B
Total AUM (reported)
7.41M
Total Shares
Allocation by class
COM$756.37M52.8%
CL A$321.91M22.5%
SHS$178.01M12.4%
ORD SHS$176.24M12.3%
Portfolio Concentration
Top 3$538.39M37.6%
4–10$894.14M62.4%
Top 3 weight
37.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.41M
Sole
Full voting authority
7.41M
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:
AMPHENOL CORP NEW
SOLEShares1.49M
TypeSH
Market value$184.14M
12.85%
Sole
1.49M
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares515.30K
TypeSH
Market value$178.01M
12.43%
Sole
515.30K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares746.60K
TypeSH
Market value$176.24M
12.30%
Sole
746.60K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares309.20K
TypeSH
Market value$150.49M
10.51%
Sole
309.20K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares242.20K
TypeSH
Market value$137.77M
9.62%
Sole
242.20K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares319K
TypeSH
Market value$135.70M
9.47%
Sole
319K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.11M
TypeSH
Market value$133.36M
9.31%
Sole
1.11M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares1.67M
TypeSH
Market value$128.19M
8.95%
Sole
1.67M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares92.75K
TypeSH
Market value$122.25M
8.53%
Sole
92.75K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares911.60K
TypeSH
Market value$86.39M
6.03%
Sole
911.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEWSOLE | CL A | 1.49M | SH | $184.14M 12.85% | 1.49M | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 515.30K | SH | $178.01M 12.43% | 515.30K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 746.60K | SH | $176.24M 12.30% | 746.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 309.20K | SH | $150.49M 10.51% | 309.20K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 242.20K | SH | $137.77M 9.62% | 242.20K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 319K | SH | $135.70M 9.47% | 319K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.11M | SH | $133.36M 9.31% | 1.11M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 1.67M | SH | $128.19M 8.95% | 1.67M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 92.75K | SH | $122.25M 8.53% | 92.75K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 911.60K | SH | $86.39M 6.03% | 911.60K | 0.00 | 0.00 |