13F Portfolios

Atalan Capital Partners, LP: SPOTIFY TECHNOLOGY S A (SPOT): Quarterly 13F Position History

As of Q2 2026, Atalan Capital Partners, LP reported 239,500 shares of SPOTIFY TECHNOLOGY S A (SPOT), worth $110.0M and representing 6.7% of its 13F equity book. Quarter-over-quarter share count change: + 9,950 (+4.3%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 239,500 +9,950 +4.3% $110.0M 6.7% $459.1
Q1 2026 229,550 +70,110 +44.0% $111.3M 10.3% $484.9
Q4 2025 159,440 $92.6M 6.6% $580.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Atalan Capital Partners, LP first disclose a SPOT position in 13F-HR filings?

Atalan Capital Partners, LP first reported SPOTIFY TECHNOLOGY S A (SPOT) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was Atalan Capital Partners, LP's most recent quarter-over-quarter share-count change in SPOT?

Between Q1 2026 and Q2 2026, Atalan Capital Partners, LP added 9,950 shares of SPOT (+4.3%), bringing the total reported position to 239,500 shares at a market value of $110.0M.

Does the implied price-per-share represent Atalan Capital Partners, LP's cost basis in SPOT?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.