ATLAS Infrastructure Partners (UK) Ltd. 13F holdings
ATLAS Infrastructure Partners (UK) Ltd. reported 11 positions with a total reported value of $3.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PNW PINNACLE WEST CAP CORP (17.3%), PEG PUBLIC SVC ENTERPRISE GROUP (15.2%), ED CONSOLIDATED EDISON INC (11.5%), EMA EMERA INC (11.4%), EXC EXELON CORP (11.0%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PNW PINNACLE WEST CAP CORP | 5,332,226 | $570.5M | 17.3% |
| PEG PUBLIC SVC ENTERPRISE GROUP | 6,163,358 | $500.2M | 15.2% |
| ED CONSOLIDATED EDISON INC | 3,418,444 | $378.2M | 11.5% |
| EMA EMERA INC | 7,069,271 | $374.8M | 11.4% |
| EXC EXELON CORP | 7,750,912 | $361.3M | 11.0% |
| EDISON INTL | 3,839,521 | $285.9M | 8.7% |
| HTO H2O AMERICA | 4,612,035 | $280.3M | 8.5% |
| PCG PG&E CORP | 15,629,238 | $262.9M | 8.0% |
| CALIFORNIA WTR SVC GROUP | 1,984,605 | $96.6M | 2.9% |
| SBAC SBA COMMUNICATIONS CORP | 532,422 | $94.0M | 2.8% |
| AVA AVISTA CORP | 2,291,179 | $93.7M | 2.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| UNP UNION PAC CORP | 1,015,731 | $246.4M | 8.7% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PEG PUBLIC SVC ENTERPRISE GROUP | 4,042,558 | 6,163,358 | +52.5% | $500.2M |
| ED CONSOLIDATED EDISON INC | 3,047,519 | 3,418,444 | +12.2% | $378.2M |
| PCG PG&E CORP | 13,340,095 | 15,629,238 | +17.2% | $262.9M |
| PNW PINNACLE WEST CAP CORP | 5,074,413 | 5,332,226 | +5.1% | $570.5M |
| EDISON INTL | 3,641,148 | 3,839,521 | +5.4% | $285.9M |
| HTO H2O AMERICA | 4,532,084 | 4,612,035 | +1.8% | $280.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EMA EMERA INC | 8,967,430 | 7,069,271 | -21.2% | $374.8M |
| SBAC SBA COMMUNICATIONS CORP | 1,034,375 | 532,422 | -48.5% | $94.0M |
CIK 1924953 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
