ATLAS Infrastructure Partners (UK) Ltd. — 13F Holdings & Portfolio
CIK 1924953 · latest 13F-HR filed 2026-08-14
ATLAS Infrastructure Partners (UK) Ltd. manages $3.30B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PNW (17.30%), PEG (15.17%), ED (11.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 6, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
1-3 COLLEGE HILL
LONDON EC4R 2RA
$3.30B
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −1 / ↑6 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PUBLIC SVC ENTERPRISE GROUP$173.0M +52.9%
- PINNACLE WEST CAP CORP$59.3M +11.6%
- CONSOLIDATED EDISON INC$33.3M +9.6%
- PG&E CORP$28.5M +12.2%
- EDISON INTL$19.4M +7.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PINNACLE WEST CAP CORP | PNW | 723484101 | $570.5M | 17.30% | 5,332,226 | SH |
| 2 | PUBLIC SVC ENTERPRISE GROUP | PEG | 744573106 | $500.2M | 15.17% | 6,163,358 | SH |
| 3 | CONSOLIDATED EDISON INC | ED | 209115104 | $378.2M | 11.47% | 3,418,444 | SH |
| 4 | EMERA INC | EMA | 290876101 | $374.8M | 11.36% | 7,069,271 | SH |
| 5 | EXELON CORP | EXC | 30161N101 | $361.3M | 10.96% | 7,750,912 | SH |
| 6 | EDISON INTL | EIX | 281020107 | $285.9M | 8.67% | 3,839,521 | SH |
| 7 | H2O AMERICA | HTO | 784305104 | $280.3M | 8.50% | 4,612,035 | SH |
| 8 | PG&E CORP | PCG | 69331C108 | $262.9M | 7.97% | 15,629,238 | SH |
| 9 | CALIFORNIA WTR SVC GROUP | CWT | 130788102 | $96.6M | 2.93% | 1,984,605 | SH |
| 10 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $94.0M | 2.85% | 532,422 | SH |
| 11 | AVISTA CORP | AVA | 05379B107 | $93.7M | 2.84% | 2,291,179 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.30B | 11 | 0001214659-26-010359 |
| 2026-03-31 | 2026-05-15 | $2.84B | 9 | 0001214659-26-006445 |
| 2025-12-31 | 2026-02-17 | $1.99B | 9 | 0001214659-26-001957 |
| 2025-09-30 | 2025-11-14 | $1.86B | 9 | 0001214659-25-016614 |