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

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Nov 15, 2021
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Investment company Atalan Capital Partners, LP (Current Portfolio) buys Booking Holdings Inc, IQVIA Holdings Inc, Uber Technologies Inc, Smartsheet Inc, sells Altice USA Inc, Visa Inc, GDS Holdings, Liberty Broadband Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Atalan Capital Partners, LP. As of 2021Q3, Atalan Capital Partners, LP owns 15 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

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
  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%
New Purchase: Booking Holdings Inc (BKNG)

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.

New Purchase: Smartsheet Inc (SMAR)

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.

Added: IQVIA Holdings Inc (IQV)

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.

Added: Uber Technologies Inc (UBER)

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.

Sold Out: Altice USA Inc (ATUS)

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.

Sold Out: Visa Inc (V)

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.

Sold Out: GDS Holdings Ltd (GDS)

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.



Here is the complete portfolio of Atalan Capital Partners, LP. Also check out:

1. Atalan Capital Partners, LP's Undervalued Stocks
2. Atalan Capital Partners, LP's Top Growth Companies, and
3. Atalan Capital Partners, LP's High Yield stocks
4. Stocks that Atalan Capital Partners, LP keeps buying
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