Atalan Capital Partners, LP
NEW YORK NY · SEC CIK 0001662906
$16.30亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 33.9%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLW 新建仓+$1.53亿
MA 加仓+$9,861.12万
TTMI 加仓+$4,554.87万
SPOT 加仓+$456.83万
TDG 加仓+$403.61万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$1.41亿
APH 减仓-$7,393.10万
TLN 清仓-$7,329.52万
WDC 清仓-$3,639.44万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.53亿 | 33.92% | 573,000 | -145,800 | -20.3% | -$1.41亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2.19亿 | 13.44% | 426,650 | 192,000 | 81.8% | $9,861.12万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1.89亿 | 11.61% | 1,011,840 | 243,550 | 31.7% | $4,554.87万 | 加仓 |
| GLW | CORNING INC | $1.53亿 | 9.36% | 597,300 | 597,300 | — | $1.53亿 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1.17亿 | 7.15% | 87,530 | 3,030 | 3.6% | $403.61万 | 加仓 |
| USFD | US FOODS HLDG CORP | $1.11亿 | 6.83% | 1,088,500 | 37,500 | 3.6% | $383.44万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.10亿 | 6.75% | 239,500 | 9,950 | 4.3% | $456.83万 | 加仓 |
| APH | AMPHENOL CORP | $9,576.82万 | 5.87% | 543,150 | -419,300 | -43.6% | -$7,393.10万 | 减仓 |
| HQY | HEALTHEQUITY INC | $8,266.72万 | 5.07% | 915,270 | 31,600 | 3.6% | $285.41万 | 加仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -229,600 | -100.0% | -$7,329.52万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -134,550 | -100.0% | -$3,639.44万 | 清仓 |