CIK: 0001924953
Total reported value
$2.8B
Reporting period: 2026-03-31 · Number of holdings: 9
ATLAS Infrastructure Partners (UK) Ltd. disclosed 9 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.8B and a quarterly turnover rate of 42.7%.
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ATLAS Infrastructure Partners (UK) Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.123 — mathematically equivalent to about 8 equally-sized positions, close to its 9 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 0.35), 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 5.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add HTO
+675.9% $237.3M
Trim PCG
-5.6% $7.4M
Trim EIX
-6.6% $32.4M
Trim ED
+7.3% $62.7M
Add EMA
+52.6% $175.8M
Trim UNP
+11.6% $35.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PNW | Pinnacle West Capital | Stock-Utilities | 18.00% | -1.84% | +13.74% | |
| 2 | EMA | Emera INC | Stock-Other | 16.38% | +1.87% | +52.63% | |
| 3 | ED | Consolidated Edison INC | Stock-Utilities | 12.15% | -2.00% | +7.25% | |
| 4 | PEG | Public Service Enterprise Gp | Stock-Utilities | 11.52% | -0.22% | +38.70% | |
| 5 | EIX | Edison International | Stock-Utilities | 9.38% | -2.35% | -6.61% | |
| 6 | HTO | H2o America | Stock-Other | 9.36% | +7.93% | +675.94% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 8.68% | -1.87% | +11.62% | |
| 8 | PCG | P G & E CORP | Stock-Utilities | 8.25% | -3.13% | -5.56% | |
| 9 | SBAC | Sba Communications CORP | Stock-Real Estate | 6.27% | +6.27% | NEW |
Performance for Q3 2026
+4.3%
Performance Last 4 Quarters
+26.2%
Based on 82% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 9 | $2.8B | 43 | |
| 2025-12-31 | 9 | $2.0B | 41 | |
| 2025-09-30 | 9 | $1.9B | 38 | |
| 2025-06-30 | 7 | $1.4B | 0 | |
| 2025-03-31 | 6 | $1.4B | 0 | |
| 2024-12-31 | 6 | $416.5M | 0 | |
| 2024-09-30 | 5 | $1.4B | 0 | |
| 2024-06-30 | 6 | $1.2B | 0 | |
| 2024-03-31 | 6 | $1.5B | 0 | |
| 2023-12-31 | 6 | $1.3B | 0 | |
| 2023-09-30 | 5 | $1.0B | 0 | |
| 2023-06-30 | 6 | $1.2B | 0 | |
| 2023-03-31 | 5 | $888.0M | 0 | |
| 2022-12-31 | 5 | $485.9M | 0 | |
| 2022-09-30 | 5 | $505.4M | 0 | |
| 2022-06-30 | 5 | $589.3M | 0 | |
| 2022-03-31 | 5 | $663.9M | 0 | |
| 2021-12-31 | 5 | $645.5M | 0 |
ATLAS Infrastructure Partners (UK) Ltd.'s most significant position changes for 2026-03-31: New buy: Sba Communications CORP (SBAC); Sold out: Portland General Electric Co (POR); Add: H2o America (HTO) — shares +675.94%; Trim: P G & E CORP (PCG) — shares -5.56%; Trim: Edison International (EIX) — shares -6.61%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTO | H2o America | +7.9% | +675.94% | Add |
| 2 | EMA | Emera INC | +1.9% | +52.63% | Add |
| 3 | PEG | Public Service Enterprise Gp | -0.2% | +38.70% | Add |
| 4 | PNW | Pinnacle West Capital | -1.8% | +13.74% | Add |
| 5 | UNP | Union Pacific CORP | -1.9% | +11.62% | Add |
| 6 | ED | Consolidated Edison INC | -2% | +7.25% | Add |
| 7 | EIX | Edison International | -2.4% | -6.61% | Trim |
| 8 | PCG | P G & E CORP | -3.1% | -5.56% | Trim |
| 9 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 10 | POR | Portland General Electric Co | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-17 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-04-22 | 13F-HR | View on EDGAR |
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