What does ATLAS Infrastructure Partners (UK) Ltd. hold?

ATLAS Infrastructure Partners (UK) Ltd.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include PNW, PEG, ED. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1924953.

What is ATLAS Infrastructure Partners (UK) Ltd.'s AUM?

ATLAS Infrastructure Partners (UK) Ltd. reported approximately $3.3B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.9B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source ATLAS Infrastructure Partners (UK) Ltd.'s holdings?

All ATLAS Infrastructure Partners (UK) Ltd. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1924953. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is ATLAS Infrastructure Partners (UK) Ltd.'s 13F data updated on 13F Pro?

ATLAS Infrastructure Partners (UK) Ltd.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

ATLAS Infrastructure Partners (UK) Ltd.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1924953

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13F Reported Value

ⓘ

$3.3B

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

ATLAS Infrastructure Partners (UK) Ltd. disclosed 11 positions worth $3.3B in its Form 13F-HR for Q2 2026, led by $PNW (PINNACLE WEST CAPITAL CORP) at 17.3% of the equity portfolio, followed by $PEG and $ED. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $EXC and a full exit from $UNP. The portfolio is most concentrated in Utilities (97.2% 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

Diversifying

6 quarters accumulating

$ED

6 quarters accumulating

$PEG

4 quarters accumulating

$HTO

2 quarters accumulating

Sector Allocation

UtilitiesReal Estate

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

PINNACLE WEST CAPITAL CORP
$PNW
53.6#1,381
Quality
$570.5M5,332,226 sh
PUBLIC SERVICE ENTERPRISE GROUP INC
$PEG
60.9#825
Quality
$500.2M6,163,358 sh
CONSOLIDATED EDISON INC
$ED
67.3#368
Quality
$378.2M3,418,444 sh
EMERA INC
$EMA
—
Quality
$374.8M7,069,271 sh
EXELON CORP
$EXC
59.6
Quality
$361.3M7,750,912 sh
EDISON INTERNATIONAL
$EIX
61.2
Quality
$285.9M3,839,521 sh
H2O AMERICA
$HTO
59.8
Quality
$280.3M4,612,035 sh
PG&E Corp
$PCG
58.8
Quality
$262.9M15,629,238 sh
CALIFORNIA WATER SERVICE GROUP
$CWT
63.4
Quality
$96.6M1,984,605 sh
SBA COMMUNICATIONS CORP
$SBAC
63.7
Quality
$94.0M532,422 sh

Company	Quality	Value	Shares
PINNACLE WEST CAPITAL CORP$PNW	53.6#1,381	$570.5M	5,332,226
PUBLIC SERVICE ENTERPRISE GROUP INC$PEG	60.9#825	$500.2M	6,163,358
CONSOLIDATED EDISON INC$ED	67.3#368	$378.2M	3,418,444
EMERA INC$EMA	—	$374.8M	7,069,271
EXELON CORP$EXC	59.6	$361.3M	7,750,912
EDISON INTERNATIONAL$EIX	61.2	$285.9M	3,839,521
H2O AMERICA$HTO	59.8	$280.3M	4,612,035
PG&E Corp$PCG	58.8	$262.9M	15,629,238
CALIFORNIA WATER SERVICE GROUP$CWT	63.4	$96.6M	1,984,605
SBA COMMUNICATIONS CORP$SBAC	63.7	$94.0M	532,422

Unlock AI quality scores for every holding

32-signal composite ranking on each of ATLAS Infrastructure Partners (UK) Ltd.'s 11 positions.

Showing top 10 of 11 holdings.

Sector Allocation

Utilities

$3.2B

Real Estate

$94.0M

Full Holdings — ATLAS Infrastructure Partners (UK) Ltd. (Q2 2026)

All 11 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	$570.5M	17.3%	+5%	53.6
2	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	$500.2M	15.2%	+52%	60.9
3	$ED	CONSOLIDATED EDISON INC	$378.2M	11.5%	+12%	67.3
4	$EMA	EMERA INC	$374.8M	11.4%	-21%	—
5	$EXC	EXELON CORP	$361.3M	11.0%	NEW	59.6
6	$EIX	EDISON INTERNATIONAL	$285.9M	8.7%	+5%	61.2
7	$HTO	H2O AMERICA	$280.3M	8.5%	+2%	59.8
8	$PCG	PG&E Corp	$262.9M	8.0%	+17%	58.8
9	$CWT	CALIFORNIA WATER SERVICE GROUP	$96.6M	2.9%	NEW	63.4
10	$SBAC	SBA COMMUNICATIONS CORP	$94.0M	2.9%	-49%	63.7
11	$AVA	AVISTA CORP	$93.7M	2.8%	NEW	54.2

New Positions (3)

$EXC EXELON CORP$361.3M

$CWT CALIFORNIA WATER SERVICE GROUP$96.6M

$AVA AVISTA CORP$93.7M

Exited Positions (1)

$UNP UNION PACIFIC CORP

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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.