ATLAS Infrastructure Partners (UK) Ltd.

CIK

1924953

Location

LONDON, X0

Portfolio Value

Mid $3,298,352,879

Diversification

Diversified

Filing Date

Global Rank

#973 / 8,633 ▲ 22

Top Industry

Utilities - Regulated Electric 82.9%

3Y Alpha vs SPY

-14.2%

Period ended 52 days ago

Filed Aug 14, 2026 · 7d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.4%

SPY

+73.6%

Annualised alpha

-13.5%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

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.