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Atalan Capital Partners, LP
správca aktív · portfólio $1.63 mld. · 9 pozícií · správa k 30.06.2026
Akciové pozície správa za 30.06.2026, podaná 14.08.2026; zmena — oproti 31.03.2026 · 11
| Spoločnosť | Akcie | Hodnota | % portfólia | Zmena za štvrťrok |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 573 000 | $553 mil. | 33.92% | −145 800 |
| Mastercard Inc US:MA | 426 650 | $219 mil. | 13.44% | +192 000 |
| TTM TECHNOLOGIES INC US:TTMI | 1 011 840 | $189 mil. | 11.61% | +243 550 |
| Corning Incorporated US:GLW | 597 300 | $153 mil. | 9.36% | nová |
| Transdigm Group Incorporated US:TDG | 87 530 | $117 mil. | 7.15% | +3 030 |
| US Foods Holding Corp US:USFD | 1 088 500 | $111 mil. | 6.83% | +37 500 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 239 500 | $110 mil. | 6.75% | +9 950 |
| Amphenol Corporation US:APH | 543 150 | $95.8 mil. | 5.87% | −419 300 |
| HealthEquity Inc US:HQY | 915 270 | $82.7 mil. | 5.07% | +31 600 |
| Western Digital Corporation US:WDC | 0 (bolo 134 550) | — | — | predaná |
| Talen Energy Corporation US:TLN | 0 (bolo 229 600) | — | — | predaná |
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