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ATLAS Infrastructure Partners 13F Holdings & Recent Stock Buys (Q2 2026)
ATLAS Infrastructure PartnersCIK: 0001924953
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$3.3B
Reporting period: 2026-06-30 · Number of holdings: 11
ATLAS Infrastructure Partners disclosed 11 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.3B and a quarterly turnover rate of 42.4%.
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Personality snowflake
- Concentration
- 45.82
- Portfolio Stability
- 42.37
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 22
- Sizing Uniformity
- 94.65
ATLAS Infrastructure Partners's disclosed holdings carry a Herfindahl concentration index of 0.115 — mathematically equivalent to about 9 equally-sized positions, close to its 11 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.53), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy EXC
Sold out UNP
Trim EMA
-21.2% -$90.3M
Add PEG
+52.5% $173.0M
Trim SBAC
-48.5% -$84.1M
New buy CWT
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PNW | Pinnacle West Capital | Stock-Utilities | 17.30% | -0.70% | +5.08% | |
| 2 | PEG | Public Service Enterprise Gp | Stock-Utilities | 15.17% | +3.65% | +52.46% | |
| 3 | ED | Consolidated Edison Inc | Stock-Utilities | 11.47% | -0.68% | +12.17% | |
| 4 | EMA | Emera Inc | Stock-Other | 11.36% | -5.02% | -21.17% | |
| 5 | EXC | Exelon CORP | Stock-Utilities | 10.96% | +10.96% | NEW | |
| 6 | EIX | Edison International | Stock-Utilities | 8.67% | -0.71% | +5.45% | |
| 7 | HTO | H2o America | Stock-Other | 8.50% | -0.86% | +1.76% | |
| 8 | PCG | P G & E CORP | Stock-Utilities | 7.97% | -0.28% | +17.16% | |
| 9 | CWT | California Water Service Grp | Stock-Utilities | 2.93% | +2.93% | NEW | |
| 10 | SBAC | Sba Communications CORP | Stock-Real Estate | 2.85% | -3.42% | -48.53% | |
| 11 | AVA | Avista CORP | Stock-Utilities | 2.84% | +2.84% | NEW |
Portfolio Performance
Performance for Q3 2026
+1.4%
Performance Last 4 Quarters
+17.7%
- Stdev
- +17.2%
- Beta
- +0.2
- Alpha
- +6.2%
- Max Drawdown
- -19.2%
- Annualized Perf
- +9.1%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +0.94
- Stutzer
- +0.17
- Treynor
- +0.51
- Sterling
- +0.47
- Calmar
- +0.48
- Information Ratio
- -0.49
- Tracking Error
- +19.9%
- Stdev Down
- +10.8%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +35.2%
- Worst 12 Months
- -12%
- Efficiency Ratio
- +0.21
- Sharpe
- +0.59
- Stdev Sectors
- +46.5%
- Skewness
- -0.28
- Kurtosis
- +0.19
- Upside Potential
- +2.68
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 11 | $3.3B | 42 | ||
| 2026 Q1 | 9 | $2.8B | 43 | ||
| 2025 Q4 | 9 | $2.0B | 41 | ||
| 2025 Q3 | 9 | $1.9B | 38 | ||
| 2025 Q2 | 7 | $1.4B | 0 | ||
| 2025 Q1 | 6 | $1.4B | 0 | ||
| 2024 Q4 | 6 | $416.5M | 0 | ||
| 2024 Q3 | 5 | $1.4B | 0 | ||
| 2024 Q2 | 6 | $1.2B | 0 | ||
| 2024 Q1 | 6 | $1.5B | 0 | ||
| 2023 Q4 | 6 | $1.3B | 0 | ||
| 2023 Q3 | 5 | $1.0B | 0 | ||
| 2023 Q2 | 6 | $1.2B | 0 | ||
| 2023 Q1 | 5 | $888.0M | 0 | ||
| 2022 Q4 | 5 | $485.9M | 0 | ||
| 2022 Q3 | 5 | $505.4M | 0 | ||
| 2022 Q2 | 5 | $589.3M | 0 | ||
| 2022 Q1 | 5 | $663.9M | 0 | ||
| 2021 Q4 | 5 | $645.5M | 0 |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
ATLAS Infrastructure Partners's most significant position changes for 2026-06-30: New buy: Exelon CORP (EXC); Sold out: Union Pacific CORP (UNP); New buy: California Water Service Grp (CWT); New buy: Avista CORP (AVA); Trim: Emera Inc (EMA) — shares -21.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EXC | Exelon CORP | +11% | NEW | New buy |
| 2 | PEG | Public Service Enterprise Gp | +3.7% | +52.46% | Add |
| 3 | CWT | California Water Service Grp | +2.9% | NEW | New buy |
| 4 | AVA | Avista CORP | +2.8% | NEW | New buy |
| 5 | PCG | P G & E CORP | -0.3% | +17.16% | Add |
| 6 | ED | Consolidated Edison Inc | -0.7% | +12.17% | Add |
| 7 | PNW | Pinnacle West Capital | -0.7% | +5.08% | Add |
| 8 | EIX | Edison International | -0.7% | +5.45% | Add |
| 9 | HTO | H2o America | -0.9% | +1.76% | Add |
| 10 | SBAC | Sba Communications CORP | -3.4% | -48.53% | Trim |
| 11 | EMA | Emera Inc | -5% | -21.17% | Trim |
| 12 | UNP | Union Pacific CORP | -8.7% | EXIT | Sold out |
Filing History
FAQ
What is ATLAS Infrastructure Partners and what type of investor is it?
ATLAS Infrastructure Partners is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.3B, spread across 11 disclosed positions.
What are ATLAS Infrastructure Partners's largest equity positions?
Based on the latest 13F filing, ATLAS Infrastructure Partners's top holdings by market value are:
1. Pinnacle West Capital (PNW) — $570.5M (17.3%)
2. Public Service Enterprise Gp (PEG) — $500.2M (15.2%)
3. Consolidated Edison Inc (ED) — $378.2M (11.5%)
4. Emera Inc (EMA) — $374.8M (11.4%)
5. Exelon CORP (EXC) — $361.3M (11.0%)
What changes did ATLAS Infrastructure Partners make in its most recent portfolio filing?
In the latest reported quarter, ATLAS Infrastructure Partners made 12 notable position adjustments: 3 new positions were initiated, 6 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Exelon CORP (EXC); Sold out: Union Pacific CORP (UNP); New buy: California Water Service Grp (CWT); New buy: Avista CORP (AVA); Trim: Emera Inc (EMA) — shares -21.17%
What sectors does ATLAS Infrastructure Partners focus on?
ATLAS Infrastructure Partners is concentrated in the following sectors based on its current disclosed equity portfolio:
• Utilities: 96.5%
• Real Estate: 3.5%
Investment Profile
ATLAS Infrastructure Partners returned an annualized 9.1% over the trailing 36 months — outperforming the S&P 500 by 6.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.20 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 96.5% of the portfolio concentrated in Utilities.
Its turnover score has risen from 0 to 42 over the past 4 quarters — a shift toward more active trading.
It has added to its PEG position for two straight quarters, increasing it by $266.2M to reach $500.2M.
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Developer Access
Access ATLAS Infrastructure Partners's institutional profile programmatically:
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curl https://alphasmo.com/api/v1/institutions/atlas-infrastructure-partners-uk-ltdCLI
npx alphasmo institutions get atlas-infrastructure-partners-uk-ltd