Atalan Capital Partners, LP
NEW YORK NY · SEC CIK 0001662906
$10.85亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 26.0%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TTMI 新建仓+$7,484.68万
SPOT 加仓+$3,399.70万
MA 加仓+$169.88万
2026Q1 卖出最多 按季末市值估算
SPGI 清仓-$1.62亿
WDC 减仓-$1.54亿
WTW 清仓-$1.10亿
APH 减仓-$5,269.43万
TLN 减仓-$1,587.05万
2026Q1 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 | $2.82亿 | 25.95% | 718,800 | -27,800 | -3.7% | -$1,089.09万 | 减仓 |
| APH | AMPHENOL CORP | $1.22亿 | 11.21% | 962,450 | -417,050 | -30.2% | -$5,269.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.17亿 | 10.81% | 234,650 | 3,400 | 1.5% | $169.88万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.11亿 | 10.26% | 229,550 | 70,110 | 44.0% | $3,399.70万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $9,793.21万 | 9.03% | 84,500 | -3,150 | -3.6% | -$365.07万 | 减仓 |
| USFD | US FOODS HLDG CORP | $9,691.27万 | 8.93% | 1,051,000 | -139,000 | -11.7% | -$1,281.72万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $7,484.68万 | 6.90% | 768,290 | 768,290 | — | $7,484.68万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $7,384.83万 | 6.81% | 883,670 | -31,480 | -3.4% | -$263.08万 | 减仓 |
| TLN | TALEN ENERGY CORP | $7,329.52万 | 6.76% | 229,600 | -49,715 | -17.8% | -$1,587.05万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,639.44万 | 3.35% | 134,550 | -570,850 | -80.9% | -$1.54亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -310,200 | -100.0% | -$1.62亿 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -336,000 | -100.0% | -$1.10亿 | 清仓 |