ATLAS Infrastructure Partners (UK) Ltd. — 13F Holdings & Portfolio
CIK 1924953 · latest 13F-HR filed 2026-05-15
ATLAS Infrastructure Partners (UK) Ltd. manages $2.84B in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PNW (18.00%), EMA (16.38%), ED (12.15%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 7, and trimmed 0.
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.
$2.84B
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑7 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- H2O AMERICA$237.3M +829.3%
- EMERA INC$175.8M +60.8%
- PINNACLE WEST CAP CORP$115.5M +29.2%
- PUBLIC SVC ENTERPRISE GROUP$93.2M +39.8%
- CONSOLIDATED EDISON INC$62.7M +22.2%
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 | $511.2M | 18.00% | 5,074,413 | SH |
| 2 | EMERA INC | EMA | 290876101 | $465.1M | 16.38% | 8,967,430 | SH |
| 3 | CONSOLIDATED EDISON INC | ED | 209115104 | $344.9M | 12.15% | 3,047,519 | SH |
| 4 | PUBLIC SVC ENTERPRISE GROUP | PEG | 744573106 | $327.2M | 11.52% | 4,042,558 | SH |
| 5 | EDISON INTL | EIX | 281020107 | $266.5M | 9.38% | 3,641,148 | SH |
| 6 | H2O AMERICA | HTO | 784305104 | $265.9M | 9.36% | 4,532,084 | SH |
| 7 | UNION PAC CORP | UNP | 907818108 | $246.4M | 8.68% | 1,015,731 | SH |
| 8 | PG&E CORP | PCG | 69331C108 | $234.4M | 8.25% | 13,340,095 | SH |
| 9 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $178.0M | 6.27% | 1,034,375 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |