Filed: 5/15/2026ACC: 0001662906-26-000002
📋 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 $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.08B
Total AUM (reported)
5.30M
Total Shares
Allocation by class
COM$453.23M41.8%
ORD SHS$281.60M26.0%
CL A$238.85M22.0%
SHS$111.31M10.3%
Portfolio Concentration
Top 3$520.45M48.0%
4–10$564.54M52.0%
Top 3 weight
48.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.30M
Sole
Full voting authority
5.30M
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:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares718.80K
TypeSH
Market value$281.60M
25.95%
Sole
718.80K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares962.45K
TypeSH
Market value$121.61M
11.21%
Sole
962.45K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares234.65K
TypeSH
Market value$117.25M
10.81%
Sole
234.65K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares229.55K
TypeSH
Market value$111.31M
10.26%
Sole
229.55K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares84.50K
TypeSH
Market value$97.93M
9.03%
Sole
84.50K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares1.05M
TypeSH
Market value$96.91M
8.93%
Sole
1.05M
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares768.29K
TypeSH
Market value$74.85M
6.90%
Sole
768.29K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares883.67K
TypeSH
Market value$73.85M
6.81%
Sole
883.67K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares229.60K
TypeSH
Market value$73.30M
6.76%
Sole
229.60K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares134.55K
TypeSH
Market value$36.39M
3.35%
Sole
134.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 718.80K | SH | $281.60M 25.95% | 718.80K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 962.45K | SH | $121.61M 11.21% | 962.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 234.65K | SH | $117.25M 10.81% | 234.65K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 229.55K | SH | $111.31M 10.26% | 229.55K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 84.50K | SH | $97.93M 9.03% | 84.50K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 1.05M | SH | $96.91M 8.93% | 1.05M | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 768.29K | SH | $74.85M 6.90% | 768.29K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 883.67K | SH | $73.85M 6.81% | 883.67K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 229.60K | SH | $73.30M 6.76% | 229.60K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 134.55K | SH | $36.39M 3.35% | 134.55K | 0.00 | 0.00 |