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Atalan Capital Partners, LP
vermogensbeheerder · portefeuille $1.63 mld. · 9 posities · rapport per 30.06.2026
Aandelenposities rapport over 30.06.2026, ingediend op 14.08.2026; verandering — t.o.v. 31.03.2026 · 11
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per kwartaal |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 573 000 | $553 mln. | 33.92% | −145 800 |
| Mastercard Inc US:MA | 426 650 | $219 mln. | 13.44% | +192 000 |
| TTM TECHNOLOGIES INC US:TTMI | 1 011 840 | $189 mln. | 11.61% | +243 550 |
| Corning Incorporated US:GLW | 597 300 | $153 mln. | 9.36% | nieuw |
| Transdigm Group Incorporated US:TDG | 87 530 | $117 mln. | 7.15% | +3 030 |
| US Foods Holding Corp US:USFD | 1 088 500 | $111 mln. | 6.83% | +37 500 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 239 500 | $110 mln. | 6.75% | +9 950 |
| Amphenol Corporation US:APH | 543 150 | $95.8 mln. | 5.87% | −419 300 |
| HealthEquity Inc US:HQY | 915 270 | $82.7 mln. | 5.07% | +31 600 |
| Talen Energy Corporation US:TLN | 0 (was 229 600) | — | — | verkocht |
| Western Digital Corporation US:WDC | 0 (was 134 550) | — | — | verkocht |
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