1y return+100.5%S&P 500 +20.9%
3y return+185.9%S&P 500 +68.5%
5y return+180.2%S&P 500 +74.5%
10y return+638.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $738 against $357 in the S&P 500.2
Atalan Capital Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | $552.9M | 33.9% | −20.3% |
| MAMastercard Incorporated | $219.1M | 13.4% | +81.8% |
| TTMITtm Technologies Inc | $189.2M | 11.6% | +31.7% |
| GLWCorning Inc | $152.6M | 9.4% | New |
| TDGTransdigm Group Inc | $116.6M | 7.2% | +3.6% |
| USFDUs Foods Hldg Corp | $111.3M | 6.8% | +3.6% |
| Spotify Technology S ACUSIP L8681T102 | $110.0M | 6.7% | +4.3% |
| APHAmphenol Corp | $95.8M | 5.9% | −43.6% |
| HQYHealthequity Inc | $82.7M | 5.1% | +3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $552.9M |
| USFDUs Foods Hldg Corp | September 30, 2022 | +286.6% | $111.3M |
| APHAmphenol Corp | December 31, 2023 | +255.7% | $95.8M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $116.6M |
| TTMITtm Technologies Inc | March 31, 2026 | +92.0% | $189.2M |
| MAMastercard Incorporated | March 31, 2025 | −6.3% | $219.1M |
| HQYHealthequity Inc | June 30, 2025 | −13.8% | $82.7M |
| Spotify Technology S ACUSIP L8681T102 | December 31, 2025 | −20.9% | $110.0M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +57.3% | +14.8% |
| March 31, 2026 | +3.7% | −4.6% |
| December 31, 2025 | +6.1% | +2.4% |
| September 30, 2025 | +15.9% | +7.8% |
| June 30, 2025 | +15.0% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +4.4% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −2.3% | +4.0% |
| March 31, 2024 | +12.6% | +10.0% |
| December 31, 2023 | +15.1% | +11.2% |
| September 30, 2023 | −9.0% | −3.6% |
| June 30, 2023 | +17.4% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +13.3% | +7.1% |
| September 30, 2022 | −9.2% | −5.3% |
| June 30, 2022 | −17.9% | −16.5% |
| March 31, 2022 | −12.7% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atalan Capital Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1662906&type=13F-HR&dateb=&owner=include&count=40CIK 1662906
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1662906/000166290626000003/Filed August 14, 2026 · accession 0001662906-26-000003