ATLAS Infrastructure Partners (UK) Ltd.

CIK

1924953

Location

LONDON, X0

Portfolio Value

Mid $3,298,352,879

Diversification

Diversified

Filing Date

Global Rank

#1,174 / 8,795 ▼ 58 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 82.9%

3Y Alpha vs SPY

-16.8%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.3%

−0.7 pts

Top 5

66.2%

−1.2 pts

Top 10

97.2%

−2.8 pts

HHI

1,145

Diversified−86

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Utilities	97.2%	$3,204,401,693	10
Real Estate	2.8%	$93,951,186	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+2,289,143	15,629,238	$262,883,783
PEG	Public Service Enterprise Group Inc	+2,120,800	6,163,358	$500,218,135
ED	Consolidated Edison Inc	+370,925	3,418,444	$378,182,459
PNW	Pinnacle West Capital Corp	+257,813	5,332,226	$570,548,182
EIX	Edison International	+198,373	3,839,521	$285,852,338
HTO	H2o America	+79,951	4,612,035	$280,273,366
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
EMA	Emera Inc	−1,898,159	7,069,271	$374,812,748
SBAC	Sba Communications Corp	−501,953	532,422	$93,951,186
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EXC	Exelon Corp	7,750,912	$361,347,517
CWT	California Water Service Group	1,984,605	$96,551,033
AVA	Avista Corp	2,291,179	$93,732,132
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UNP	Union Pacific Corp	1,015,731	$246,436,655
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $3,298,352,879 total · filing declares 11 positions · $3,298,352,882 · as of Jun 30, 2026

All sectors Real Estate Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PNW	Pinnacle West Capital Corp Utilities	Added	5,332,226	+257,813	$570,548,182	+11.6%	17.30%
PEG	Public Service Enterprise Group Inc Utilities	Added	6,163,358	+2,120,800	$500,218,135	+52.9%	15.17%
ED	Consolidated Edison Inc Utilities	Added	3,418,444	+370,925	$378,182,459	+9.6%	11.47%
EMA	Emera Inc Utilities	Reduced	7,069,271	-1,898,159	$374,812,748	−19.4%	11.36%
EXC	Exelon Corp Utilities	NEW	7,750,912	NEW	$361,347,517	NEW	10.96%
EIX	Edison International Utilities	Added	3,839,521	+198,373	$285,852,338	+7.3%	8.67%
HTO	H2o America Utilities	Added	4,612,035	+79,951	$280,273,366	+5.4%	8.50%
PCG	PG&E Corp Utilities	Added	15,629,238	+2,289,143	$262,883,783	+12.2%	7.97%
CWT	California Water Service Group Utilities	NEW	1,984,605	NEW	$96,551,033	NEW	2.93%
SBAC	Sba Communications Corp Real Estate	Reduced	532,422	-501,953	$93,951,186	−47.2%	2.85%
AVA	Avista Corp Utilities	NEW	2,291,179	NEW	$93,732,132	NEW	2.84%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.