ATLAS Infrastructure Partners (UK) Ltd.
13F Reported Value
ⓘ$2.8B
Holdings
9
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ATLAS Infrastructure Partners (UK) Ltd. disclosed 9 positions worth $2.8B in its Form 13F-HR for Q1 2026, led by $PNW (PINNACLE WEST CAPITAL CORP) at 18.0% of the equity portfolio, followed by $EMA and $ED. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $SBAC and a full exit from $POR. The portfolio is most concentrated in Utilities (85.0% of disclosed assets). All figures are sourced directly from ATLAS Infrastructure Partners (UK) Ltd.’s Form 13F-HR filing with the SEC under CIK 1924953.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 55.5#1,154
Quality
$511.2M5,074,413 sh - —
Quality
$465.1M8,967,430 sh - 71.6#255
Quality
$344.9M3,047,519 sh - 74.6
Quality
$327.2M4,042,558 sh - 70.7
Quality
$266.5M3,641,148 sh - 65.9
Quality
$265.9M4,532,084 sh - 74.0
Quality
$246.4M1,015,731 sh - 59.3
Quality
$234.4M13,340,095 sh - 71.3
Quality
$178.0M1,034,375 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PINNACLE WEST CAPITAL CORP$PNW | 55.5#1,154 | $511.2M | 5,074,413 |
 EMERA INC$EMA | — | $465.1M | 8,967,430 |
 CONSOLIDATED EDISON INC$ED | 71.6#255 | $344.9M | 3,047,519 |
 PUBLIC SERVICE ENTERPRISE GROUP INC$PEG | 74.6 | $327.2M | 4,042,558 |
 EDISON INTERNATIONAL$EIX | 70.7 | $266.5M | 3,641,148 |
 H2O AMERICA$HTO | 65.9 | $265.9M | 4,532,084 |
 UNION PACIFIC CORP$UNP | 74.0 | $246.4M | 1,015,731 |
 PG&E Corp$PCG | 59.3 | $234.4M | 13,340,095 |
 SBA COMMUNICATIONS CORP$SBAC | 71.3 | $178.0M | 1,034,375 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ATLAS Infrastructure Partners (UK) Ltd.'s 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Utilities
$2.4B
Industrials
$246.4M
Real Estate
$178.0M
Full Holdings — ATLAS Infrastructure Partners (UK) Ltd. (Q1 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PNW | PINNACLE WEST CAPITAL CORP | $511.2M | 18.0% | +14% | 55.5 |
| 2 | $EMA | EMERA INC | $465.1M | 16.4% | +53% | — |
| 3 | $ED | CONSOLIDATED EDISON INC | $344.9M | 12.2% | +7% | 71.6 |
| 4 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $327.2M | 11.5% | +39% | 74.6 |
| 5 | $EIX | EDISON INTERNATIONAL | $266.5M | 9.4% | -7% | 70.7 |
| 6 | $HTO | H2O AMERICA | $265.9M | 9.4% | +676% | 65.9 |
| 7 | $UNP | UNION PACIFIC CORP | $246.4M | 8.7% | +12% | 74 |
| 8 | $PCG | PG&E Corp | $234.4M | 8.3% | -6% | 59.3 |
| 9 | $SBAC | SBA COMMUNICATIONS CORP | $178.0M | 6.3% | NEW | 71.3 |
New Positions (1)
$SBAC SBA COMMUNICATIONS CORP$178.0MExited Positions (1)
$POR PORTLAND GENERAL ELECTRIC CO /OR/Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: ATLAS Infrastructure Partners (UK) Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For ATLAS Infrastructure Partners (UK) Ltd. (SEC CIK: 1924953), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ATLAS Infrastructure Partners (UK) Ltd.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.