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Atalan Capital Partners, LP
gestora de activos · cartera $1.63 mil M · 9 posiciones · informe a 30.06.2026
Posiciones en acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 11
| Empresa | Acciones | Valor | % de la cartera | Cambio trimestral |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 573 000 | $553 M | 33.92% | −145 800 |
| Mastercard Inc US:MA | 426 650 | $219 M | 13.44% | +192 000 |
| TTM TECHNOLOGIES INC US:TTMI | 1 011 840 | $189 M | 11.61% | +243 550 |
| Corning Incorporated US:GLW | 597 300 | $153 M | 9.36% | nueva |
| Transdigm Group Incorporated US:TDG | 87 530 | $117 M | 7.15% | +3 030 |
| US Foods Holding Corp US:USFD | 1 088 500 | $111 M | 6.83% | +37 500 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 239 500 | $110 M | 6.75% | +9 950 |
| Amphenol Corporation US:APH | 543 150 | $95.8 M | 5.87% | −419 300 |
| HealthEquity Inc US:HQY | 915 270 | $82.7 M | 5.07% | +31 600 |
| Talen Energy Corporation US:TLN | 0 (era 229 600) | — | — | vendida |
| Western Digital Corporation US:WDC | 0 (era 134 550) | — | — | vendida |
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