Filed: 2/17/2026ACC: 0001662906-26-000001
📋 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 $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.41B
Total AUM (reported)
6.34M
Total Shares
Allocation by class
COM$678.35M48.3%
CL A$318.44M22.7%
ORD SHS$205.61M14.6%
SHS$203.00M14.4%
Portfolio Concentration
Top 3$554.14M39.4%
4–10$767.42M54.6%
11–25$83.84M6.0%
Top 3 weight
39.4%
Top 10 weight
94.0%
Voting Authority Distribution
Total shares with voting rights: 6.34M
Sole
Full voting authority
6.34M
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:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares746.60K
TypeSH
Market value$205.61M
14.63%
Sole
746.60K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.38M
TypeSH
Market value$186.43M
13.26%
Sole
1.38M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares310.20K
TypeSH
Market value$162.11M
11.53%
Sole
310.20K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares231.25K
TypeSH
Market value$132.02M
9.39%
Sole
231.25K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares705.40K
TypeSH
Market value$121.52M
8.65%
Sole
705.40K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares87.65K
TypeSH
Market value$116.56M
8.29%
Sole
87.65K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares336K
TypeSH
Market value$110.41M
7.86%
Sole
336K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares279.31K
TypeSH
Market value$104.70M
7.45%
Sole
279.31K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares159.44K
TypeSH
Market value$92.59M
6.59%
Sole
159.44K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares1.19M
TypeSH
Market value$89.63M
6.38%
Sole
1.19M
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares915.15K
TypeSH
Market value$83.84M
5.97%
Sole
915.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 746.60K | SH | $205.61M 14.63% | 746.60K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.38M | SH | $186.43M 13.26% | 1.38M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 310.20K | SH | $162.11M 11.53% | 310.20K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 231.25K | SH | $132.02M 9.39% | 231.25K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 705.40K | SH | $121.52M 8.65% | 705.40K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 87.65K | SH | $116.56M 8.29% | 87.65K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 336K | SH | $110.41M 7.86% | 336K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 279.31K | SH | $104.70M 7.45% | 279.31K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 159.44K | SH | $92.59M 6.59% | 159.44K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 1.19M | SH | $89.63M 6.38% | 1.19M | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 915.15K | SH | $83.84M 5.97% | 915.15K | 0.00 | 0.00 |