ATLAS Infrastructure Partners (UK) Ltd.
CIK 1924953 · View on SEC EDGAR ↗
- Portfolio value
- $3.3B
- Positions
- 11
- As of
- June 30, 2026
Portfolio value QoQ: +16.1% 13F does not disclose cash
- Top 10 holdings weight
- 97.16%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 11
- Effective number of positions
- 8.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.19% Est. buys $850,507,112 · sells $435,651,671
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held
- New positions
- 3
- Increased
- 6
- Decreased
- 2
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +6.7% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PNW Pinnacle West Capital Corporation Common Stock | $570,548,182 | 17.30% | 5,332,226 | $59,301,072 | Up ×6 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $500,218,135 | 15.17% | 6,163,358 | $172,973,065 | Up ×4 | ||
| ED Consolidated Edison, Inc. Common Stock | $378,182,460 | 11.47% | 3,418,444 | $33,264,260 | Up ×5 | ||
| EMA Emera Incorporated Common Shares | $374,812,748 | 11.36% | 7,069,271 | $-90,327,846 | Down ×1 | ||
| EXC Exelon Corporation - Common Stock | $361,347,517 | 10.96% | 7,750,912 | ||||
| EIX Edison International Common Stock | $285,852,338 | 8.67% | 3,839,521 | $19,393,127 | Up ×1 | ||
| HTO H2O America - Common Stock | $280,273,367 | 8.50% | 4,612,035 | $14,375,999 | Up ×2 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $262,883,783 | 7.97% | 15,629,238 | $28,498,314 | Up ×1 | ||
| CWT California Water Service Group Common Stock | $96,551,033 | 2.93% | 1,984,605 | Up ×1 | |||
| SBAC SBA Communications Corporation - Class A Common Stock | $93,951,186 | 2.85% | 532,422 | $-84,075,095 | Down ×1 | ||
| AVA Avista Corporation Common Stock | $93,732,133 | 2.84% | 2,291,179 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.