Atalan Capital Partners, LP
Atalan Capital Partners, LP is a hedge fund based in New York, NY that serves institutional investors. The firm is registered as an investment adviser and manages approximately $2.4 to $2.7 billion in assets. The company was founded in 2015 and employs around 7 professionals, the majority of whom are focused on investment analysis and portfolio management. Atalan Capital Partners specializes in actively managed equity strategies and caters mainly to institutional and accredited clients.
Investment Strategy
Atalan Capital Partners, LP pursues an equity-focused, actively managed investment strategy targeting value creation through research-driven stock selection. The firm invests across a diversified portfolio of mid- and large-cap public equities, prioritizing fundamental analysis and bottom-up approaches. Portfolio construction is designed to reflect strong risk controls, with significant allocations towards technology, industrials, and healthcare sectors, among others. The investment team emphasizes long-term capital appreciation and diligent risk management for its institutional clientele.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPGI | S&P GLOBAL INC | 12.15% | $158.2M | 300,000 | $351.86 | $527.29 | -$24.7M |
A APH | AMPHENOL CORP NEW | 12.13% | $158.0M | 1,600,000 | $61.06 | $98.75 | +$66.5M |
U USFD | US FOODS HLDG CORP | 11.98% | $155.9M | 2,025,000 | $27.12 | $77.01 | +$13.2M |
W WTW | WILLIS TOWERS WATSON PLC LTD | 11.77% | $153.3M | 500,000 | $266.55 | $306.50 | -$7.3M |
T TLN | TALEN ENERGY CORP | 11.39% | $148.3M | 510,000 | $179.29 | $290.77 | +$32.8M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Managing Director | New York, NY , United States | |
 | Managing Director | New York, NY , United States | |
J Jerry Zhang | Managing Director | New York, NY , United States | |
R Roger Smith | Chief Operating Officer and Head of Partner Relations | New York, NY , United States | |
 | Managing Director | Boston, MA , United States |