Atalan Capital Partners, LP Buys Booking Holdings Inc, IQVIA Holdings Inc, Uber Technologies Inc, Sells Altice USA Inc, Visa Inc, GDS Holdings

• New Purchases: BKNG, SMAR,
• Added Positions: IQV, UBER, TDG, VRSN, PAGS, ETWO, BLDR, PANW, PCT,
• Reduced Positions: LBRDK,
• Sold Out: ATUS, V, GDS,

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

1. Moody's Corporation (MCO) - 505,000 shares, 11.18% of the total portfolio.
2. Adobe Inc (ADBE) - 295,000 shares, 10.59% of the total portfolio.
3. Palo Alto Networks Inc (PANW) - 347,500 shares, 10.38% of the total portfolio. Shares added by 2.21%
4. TransDigm Group Inc (TDG) - 263,000 shares, 10.24% of the total portfolio. Shares added by 10.97%
5. Uber Technologies Inc (UBER) - 2,680,000 shares, 7.49% of the total portfolio. Shares added by 27.62%

Atalan Capital Partners, LP initiated holding in Booking Holdings Inc. The purchase prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82. The stock is now traded at around $2404.650000. The impact to a portfolio due to this purchase was 6.81%. The holding were 46,000 shares as of 2021-09-30.

Atalan Capital Partners, LP initiated holding in Smartsheet Inc. The purchase prices were between $67.72 and $83.77, with an estimated average price of $73.68. The stock is now traded at around $71.890000. The impact to a portfolio due to this purchase was 1.29%. The holding were 300,000 shares as of 2021-09-30.

Atalan Capital Partners, LP added to a holding in IQVIA Holdings Inc by 56.00%. The purchase prices were between $239.54 and $265.23, with an estimated average price of $252.52. The stock is now traded at around $252.580000. The impact to a portfolio due to this purchase was 2.09%. The holding were 390,000 shares as of 2021-09-30.

Atalan Capital Partners, LP added to a holding in Uber Technologies Inc by 27.62%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $43.890500. The impact to a portfolio due to this purchase was 1.62%. The holding were 2,680,000 shares as of 2021-09-30.

Atalan Capital Partners, LP sold out a holding in Altice USA Inc. The sale prices were between $19.33 and $35.03, with an estimated average price of $29.2.

Atalan Capital Partners, LP sold out a holding in Visa Inc. The sale prices were between $220.05 and $250.93, with an estimated average price of $234.41.

Atalan Capital Partners, LP sold out a holding in GDS Holdings Ltd. The sale prices were between $50.02 and $76.42, with an estimated average price of $61.86.