Latest ATLAS Infrastructure Partners (UK) Ltd. Stock Portfolio

$3.30Billion | No. of Holdings #11

ATLAS Infrastructure Partners (UK) Ltd. Performance

2026 Q2+1.20%

YTD+9.84%

2025-6.96%

About ATLAS Infrastructure Partners (UK) Ltd. and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATLAS Infrastructure Partners (UK) Ltd. reported an equity portfolio of $3.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of ATLAS Infrastructure Partners (UK) Ltd. are PNW, PEG, ED. The fund has invested 17.3% of it's portfolio in PINNACLE WEST CAP CORP and 15.2% of portfolio in PUBLIC SVC ENTERPRISE GROUP. <br><br> The fund managers got completely rid off UNION PAC CORP (UNP) stocks. They significantly reduced their stock positions in SBA COMMUNICATIONS CORP (SBAC) and EMERA INC (EMRAF). ATLAS Infrastructure Partners (UK) Ltd. opened new stock positions in EXELON CORP (EXC), CALIFORNIA WTR SVC GROUP (CWT) and AVISTA CORP (AVA). The fund showed a lot of confidence in some stocks as they added substantially to PUBLIC SVC ENTERPRISE GROUP (PEG), PG&E CORP (PCG) and CONSOLIDATED EDISON INC (ED).

ATLAS Infrastructure Partners (UK) Ltd. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$3.30Billion

as of Aug 14, 2026

ATLAS Infrastructure Partners (UK) Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that ATLAS Infrastructure Partners (UK) Ltd. made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 14.54%.

Performance
S&P 500

New Buys

Ticker	$ Bought
exelon corp	361,348,000
california wtr svc group	96,551,000
avista corp	93,732,100

New stocks bought by ATLAS Infrastructure Partners (UK) Ltd.

Additions

Ticker	% Inc.
public svc enterprise group	52.46
pg&e corp	17.16
consolidated edison inc	12.17
edison intl	5.45
pinnacle west cap corp	5.08
h2o america	1.76

Additions to existing portfolio by ATLAS Infrastructure Partners (UK) Ltd.

Reductions

Ticker	% Reduced
sba communications corp	-48.53
emera inc	-21.17

ATLAS Infrastructure Partners (UK) Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
union pac corp	-246,437,000

ATLAS Infrastructure Partners (UK) Ltd. got rid off the above stocks

Sector Distribution

ATLAS Infrastructure Partners (UK) Ltd. has about 85.8% of it's holdings in Utilities sector.

Utilities
Others
Real Estate

Sector	%
Utilities	85.8
Others	11.4
Real Estate	2.8

Market Cap. Distribution

ATLAS Infrastructure Partners (UK) Ltd. has about 74.4% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MID-CAP
UNALLOCATED

Category	%
LARGE-CAP	74.4
MID-CAP	14.3
UNALLOCATED	11.4

Stocks belong to which Index?

About 88.7% of the stocks held by ATLAS Infrastructure Partners (UK) Ltd. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
RUSSELL 2000
Others

Index	%
S&P 500	74.4
RUSSELL 2000	14.3
Others	11.4

Top 5 Winners (%)		%
PNW	pinnacle west cap corp	6.0 %
SJW	h2o america	3.5 %
EMRAF	emera inc	2.0 %
SBAC	sba communications corp	1.9 %
EIX	edison intl	1.7 %

Top 5 Winners ($)		$
PNW	pinnacle west cap corp	32.5 M
SJW	h2o america	9.6 M
EMRAF	emera inc	9.2 M
EIX	edison intl	4.8 M
SBAC	sba communications corp	3.4 M

Top 5 Losers (%)		%
PCG	pg&e corp	-4.0 %
ED	consolidated edison inc	-2.1 %

Top 5 Losers ($)		$
PCG	pg&e corp	-10.9 M
ED	consolidated edison inc	-8.2 M

ATLAS Infrastructure Partners (UK) Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ATLAS Infrastructure Partners (UK) Ltd.

ATLAS Infrastructure Partners (UK) Ltd. has 11 stocks in it's portfolio. PCG proved to be the most loss making stock for the portfolio. PNW was the most profitable stock for ATLAS Infrastructure Partners (UK) Ltd. last quarter.

$3.30BTotal Value

12.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of ATLAS Infrastructure Partners (UK) Ltd., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AVA Avista Corp Avista CorpAVA ATLAS Infrastructure Partners (UK) Ltd.'s holding in Avista Corp over time	2.84%	2,291,180	$93.73M 2.84%	new position

CWT California Wtr Svc Group California Wtr Svc GroupCWT ATLAS Infrastructure Partners (UK) Ltd.'s holding in California Wtr Svc Group over time	2.93%	1,984,600	$96.55M 2.93%	new position

ED Consolidated Edison Inc Consolidated Edison IncED ATLAS Infrastructure Partners (UK) Ltd.'s holding in Consolidated Edison Inc over time	11.47%	3,418,440	$378.18M 11.47%	increased 12.17 percentadded

EIX Edison Intl Edison IntlEIX ATLAS Infrastructure Partners (UK) Ltd.'s holding in Edison Intl over time	8.67%	3,839,520	$285.85M 8.67%	increased 5.45 percentadded

EMRAF Emera Inc Emera Inc EMRAF ATLAS Infrastructure Partners (UK) Ltd.'s holding in Emera Inc over time	11.36%	7,069,270	$374.81M 11.36%	decreased 21.17 percentreduced

EXC Exelon Corp Exelon CorpEXC ATLAS Infrastructure Partners (UK) Ltd.'s holding in Exelon Corp over time	10.96%	7,750,910	$361.35M 10.96%	new position

PCG Pg&E Corp Pg&E CorpPCG ATLAS Infrastructure Partners (UK) Ltd.'s holding in Pg&E Corp over time	7.97%	15,629,200	$262.88M 7.97%	increased 17.16 percentadded

PEG Public Svc Enterprise Group Public Svc Enterprise GroupPEG ATLAS Infrastructure Partners (UK) Ltd.'s holding in Public Svc Enterprise Group over time	15.17%	6,163,360	$500.22M 15.17%	increased 52.46 percentadded

PNW Pinnacle West Cap Corp Pinnacle West Cap CorpPNW ATLAS Infrastructure Partners (UK) Ltd.'s holding in Pinnacle West Cap Corp over time	17.3%	5,332,230	$570.55M 17.3%	increased 5.08 percentadded

SBAC Sba Communications Corp Sba Communications CorpSBAC ATLAS Infrastructure Partners (UK) Ltd.'s holding in Sba Communications Corp over time	2.85%	532,422	$93.95M 2.85%	decreased 48.53 percentreduced

SJW H2o America H2o AmericaSJW ATLAS Infrastructure Partners (UK) Ltd.'s holding in H2o America over time	8.5%	4,612,040	$280.27M 8.5%	increased 1.76 percentadded

UNP Union Pac Corp Union Pac CorpUNP ATLAS Infrastructure Partners (UK) Ltd.'s holding in Union Pac Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off