Atalan Capital Partners, LP
CIK 0001662906 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Atalan Capital Partners, LP reported 9 positions worth $1.63B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: STX (33.9%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.63B
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STX | SH | $552.9M | 33.92% | 573,000 | — | — | |
| ▸ 2 | MA | SH | $219.1M | 13.44% | 426,650 | — | — | |
| ▸ 3 | TTMI | SH | $189.2M | 11.61% | 1,011,840 | — | — | |
| ▸ 4 | GLW | SH | $152.6M | 9.36% | 597,300 | — | — | |
| ▸ 5 | TDG | SH | $116.6M | 7.15% | 87,530 | — | — | |
| ▸ 6 | USFD | SH | $111.3M | 6.83% | 1,088,500 | — | — | |
| ▸ 7 | SPOT | SH | $110.0M | 6.75% | 239,500 | — | — | |
| ▸ 8 | APH | SH | $95.8M | 5.87% | 543,150 | — | — | |
| ▸ 9 | HQY | SH | $82.7M | 5.07% | 915,270 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Atalan Capital Partners, LP hold as of Q2 2026?
Atalan Capital Partners, LP reported 9 positions worth $1.63B in its Q2 2026 13F filing. Largest positions: STX (33.9%), MA (13.4%), TTMI (11.6%), GLW (9.4%) and TDG (7.2%).
What did Atalan Capital Partners, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Atalan Capital Partners, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.