ATLAS Infrastructure Partners (UK) Ltd.

CIK

1924953

Location

LONDON, X0

Portfolio Value

Mid $2,839,755,956

Diversification

Diversified

Filing Date

Global Rank

#964 / 8,603 ▲ 255 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 75.7%

3Y Alpha vs SPY

-9.9%

Period ended 3 months ago

Filed May 15, 2026 · 55d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.2%

SPY

+76.5%

Annualised alpha

-10.5%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.0%

−1.8 pts

Top 5

67.4%

−4.5 pts

Top 10

100.0%

0.0 pts

HHI

1,231

Diversified−113

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	85.1%	$2,415,293,020	7
Industrials	8.7%	$246,436,655	1
Real Estate	6.3%	$178,026,281	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
HTO	H2o America	+3,948,004	4,532,084	$265,897,368
EMA	Emera Inc	+3,092,278	8,967,430	$465,140,594
PEG	Public Service Enterprise Group Inc	+1,127,926	4,042,558	$327,245,070
PNW	Pinnacle West Capital Corp	+613,170	5,074,413	$511,247,109
ED	Consolidated Edison Inc	+206,110	3,047,519	$344,918,200
UNP	Union Pacific Corp	+105,709	1,015,731	$246,436,655
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	−785,290	13,340,095	$234,385,469
EIX	Edison International	−257,776	3,641,148	$266,459,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SBAC	Sba Communications Corp	1,034,375	$178,026,281
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
POR	Portland General Electric Co /Or/	1,938,334	$93,020,648
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $2,839,755,956 total · as of Mar 31, 2026

All sectors Industrials Real Estate Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PNW	Pinnacle West Capital Corp Utilities	Added	5,074,413	+613,170	$511,247,109	+29.2%	18.00%
EMA	Emera Inc Utilities	Added	8,967,430	+3,092,278	$465,140,594	+60.8%	16.38%
ED	Consolidated Edison Inc Utilities	Added	3,047,519	+206,110	$344,918,200	+22.2%	12.15%
PEG	Public Service Enterprise Group Inc Utilities	Added	4,042,558	+1,127,926	$327,245,070	+39.8%	11.52%
EIX	Edison International Utilities	Reduced	3,641,148	-257,776	$266,459,210	+13.9%	9.38%
HTO	H2o America Utilities	Added	4,532,084	+3,948,004	$265,897,368	+829.3%	9.36%
UNP	Union Pacific Corp Industrials	Added	1,015,731	+105,709	$246,436,655	+17.1%	8.68%
PCG	PG&E Corp Utilities	Reduced	13,340,095	-785,290	$234,385,469	+3.3%	8.25%
SBAC	Sba Communications Corp Real Estate	NEW	1,034,375	NEW	$178,026,281	NEW	6.27%