Atalan Capital Partners, LP Portfolio Holdings

Atalan Capital Partners, LP

  • $1.3 Billion
  • Q3 2025

Atalan Capital Partners, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $184M, Willis Towers Watson PLC with a value of $178M, Seagate Technology Holdings PLC with a value of $176M, S&P Global Inc. with a value of $150M, and Mastercard Inc with a value of $138M.

Examining the 13F form we can see an increase of $143M in the current position value, from $1.15B to 1.3B.

Atalan Capital Partners, LP is based out at New York, NY

Below you can find more details about Atalan Capital Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
Technology: $494 Million
Financial Services: $466 Million
Consumer Defensive: $128 Million
Industrials: $122 Million
Healthcare: $86.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.6B
$184 Million 14.2% of portfolio
1,488,000
Q3 2025 Reduced 7.0%
$34.9B
$178 Million 13.73% of portfolio
515,300
Q3 2025 Added 3.06%
$53.3B
$176 Million 13.59% of portfolio
746,600
Q3 2025 Added 49.32%
$159B
$150 Million 11.6% of portfolio
309,200
Q3 2025 Added 3.07%
$512B
$138 Million 10.62% of portfolio
242,200
Q3 2025 Added 3.06%
$50.1B
$133 Million 10.28% of portfolio
1,110,788
Q3 2025 Added 2.4%
$16.1B
$128 Million 9.88% of portfolio
1,673,000
Q3 2025 Reduced 17.38%
$72.7B
$122 Million 9.43% of portfolio
92,750
Q3 2025 Added 3.06%
$8.6B
$86.4 Million 6.66% of portfolio
911,600
Q3 2025 Added 30.23%
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 37.45%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $1.3 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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