13F HOLDINGS REPORT
Atalan Capital Partners, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001662906-23-000006
Total Value
$1.07B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 252,680 | $213.0M | 19.96% |
| 2 | US FOODS HLDG CORP | USFD | 3,775,000 | $149.9M | 14.04% |
| 3 | S&P GLOBAL INC | SPGI | 370,000 | $135.2M | 12.67% |
| 4 | IQVIA HLDGS INC | IQV | 650,000 | $127.9M | 11.98% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 2,220,000 | $120.2M | 11.26% |
| 6 | VISA INC | V | 380,000 | $87.4M | 8.19% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 170,000 | $86.0M | 8.06% |
| 8 | FORTINET INC | FTNT | 950,000 | $55.7M | 5.22% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 250,000 | $52.2M | 4.90% |
| 10 | PALO ALTO NETWORKS INC | PANW | 150,000 | $35.2M | 3.30% |
| 11 | WAYFAIR INC | W | 5,000,000 | $4.3M | 0.41% |