Atalan Capital Partners, LP holds a concentrated book of 10 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened TTM Technologies and trimmed Seagate Technology Holdings. Their largest long position is Seagate Technology Holdings at 26% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Atalan Capital Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 12 / 10 | $90.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | 12 / 10 | $64.4B |
| STATE STREET CORP | 12 / 10 | $64.2B |
| FMR LLC | 12 / 10 | $39.8B |
| GEODE CAPITAL MANAGEMENT, LLC | 12 / 10 | $34.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12 / 10 | $33.1B |
| JPMORGAN CHASE & CO | 12 / 10 | $31.8B |
| MORGAN STANLEY | 12 / 10 | $23.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Atalan Capital Partners, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology HLDNGS PL ORD SHS | $281.6M | 718.8K | 26.0% | ▼−3.7% Reduced · −28K sh | |
| 2 | Amphenol Corp CL A | $121.6M | 962.5K | 11.2% | ▼−30% Reduced · −417K sh | |
| 3 | Mastercard Incorporated CL A | $117.2M | 234.7K | 10.8% | ▲+1.5% Added · +3K sh | |
| 4 | Spotify Technology S A SHS | $111.3M | 229.6K | 10.3% | ▲+44% Added · +70K sh | |
| 5 | Transdigm Group Inc COM | $97.9M | 84.5K | 9.0% | ▼−3.6% Reduced · −3K sh | |
| 6 | US Foods Hldg Corp COM | $96.9M | 1.05M | 8.9% | ▼−12% Reduced · −139K sh | |
| 7 | TTM Technologies Inc COM | $74.8M | 768.3K | 6.9% | ▲New New position | |
| 8 | Healthequity Inc COM | $73.8M | 883.7K | 6.8% | ▼−3.4% Reduced · −31K sh | |
| 9 | Talen Energy Corp COM | $73.3M | 229.6K | 6.8% | ▼−18% Reduced · −50K sh | |
| 10 | Western Digital Corp COM | $36.4M | 134.6K | 3.4% | ▼−81% Reduced · −571K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1662906/holdings"
Use Arkolith to show Atalan Capital Partners, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 11 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 10 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 9 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 9 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 9 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 10 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 10 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 11 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 15 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 14 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 12 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 11 | $909.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 12 | $1.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 14 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 13 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 15 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 16 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 18 | $1.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 13 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 13 | $1.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 15 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.