- Added Positions: IQV, PAGS, UBER, TDG, ETWO,
- Reduced Positions: PANW, LBRDK, ADBE,
- Sold Out: BKNG, SMAR,
For the details of Atalan Capital Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/atalan+capital+partners%2C+lp/current-portfolio/portfolio
These are the top 5 holdings of Atalan Capital Partners, LP- Moody's Corporation (MCO) - 505,000 shares, 12.60% of the total portfolio.
- TransDigm Group Inc (TDG) - 283,000 shares, 11.50% of the total portfolio. Shares added by 7.60%
- Builders FirstSource Inc (BLDR) - 1,930,000 shares, 10.57% of the total portfolio.
- Adobe Inc (ADBE) - 288,000 shares, 10.43% of the total portfolio. Shares reduced by 2.37%
- Palo Alto Networks Inc (PANW) - 279,824 shares, 9.95% of the total portfolio. Shares reduced by 19.48%
Atalan Capital Partners, LP added to a holding in PagSeguro Digital Ltd by 30.22%. The purchase prices were between $24.15 and $49.43, with an estimated average price of $32.06. The stock is now traded at around $18.550000. The impact to a portfolio due to this purchase was 0.97%. The holding were 2,500,300 shares as of 2021-12-31.
Sold Out: Booking Holdings Inc (BKNG)Atalan Capital Partners, LP sold out a holding in Booking Holdings Inc. The sale prices were between $2067.01 and $2648.2, with an estimated average price of $2368.61.
Sold Out: Smartsheet Inc (SMAR)Atalan Capital Partners, LP sold out a holding in Smartsheet Inc. The sale prices were between $59.49 and $79.82, with an estimated average price of $69.91.
Here is the complete portfolio of Atalan Capital Partners, LP. Also check out:
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