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Atalan Capital Partners, LP
kapitalforvalter · portefølje $1.63 mia. · 9 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 11
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 573 000 | $553 mio. | 33.92% | −145 800 |
| Mastercard Inc US:MA | 426 650 | $219 mio. | 13.44% | +192 000 |
| TTM TECHNOLOGIES INC US:TTMI | 1 011 840 | $189 mio. | 11.61% | +243 550 |
| Corning Incorporated US:GLW | 597 300 | $153 mio. | 9.36% | ny |
| Transdigm Group Incorporated US:TDG | 87 530 | $117 mio. | 7.15% | +3 030 |
| US Foods Holding Corp US:USFD | 1 088 500 | $111 mio. | 6.83% | +37 500 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 239 500 | $110 mio. | 6.75% | +9 950 |
| Amphenol Corporation US:APH | 543 150 | $95.8 mio. | 5.87% | −419 300 |
| HealthEquity Inc US:HQY | 915 270 | $82.7 mio. | 5.07% | +31 600 |
| Talen Energy Corporation US:TLN | 0 (var 229 600) | — | — | solgt |
| Western Digital Corporation US:WDC | 0 (var 134 550) | — | — | solgt |
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