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Latest ATLAS Infrastructure Partners (UK) Ltd. Stock Portfolio

$2.84Billion | No. of Holdings #9

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, ATLAS Infrastructure Partners (UK) Ltd. reported an equity portfolio of $2.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of ATLAS Infrastructure Partners (UK) Ltd. are PNW, EMRAF, ED. The fund has invested 18% of it's portfolio in PINNACLE WEST CAP CORP and 16.4% of portfolio in EMERA INC. <br><br> The fund managers got completely rid off PORTLAND GEN ELEC CO (POR) stocks. They significantly reduced their stock positions in EDISON INTL (EIX) and PG&E CORP (PCG). ATLAS Infrastructure Partners (UK) Ltd. opened new stock positions in SBA COMMUNICATIONS CORP (SBAC). The fund showed a lot of confidence in some stocks as they added substantially to H2O AMERICA (SJW), EMERA INC (EMRAF) and PUBLIC SVC ENTERPRISE GROUP (PEG).
ATLAS Infrastructure Partners (UK) Ltd. Equity Portfolio Value
Last Reported on: 15 May, 2026
$2.84Billion
  as of May 15, 2026

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

  • Performance

New Buys

Ticker$ Bought
sba communications corp178,026,000
New stocks bought by ATLAS Infrastructure Partners (UK) Ltd.

Additions

Ticker% Inc.
h2o america675
emera inc52.63
public svc enterprise group38.7
pinnacle west cap corp13.74
union pac corp11.62
consolidated edison inc7.25
Additions to existing portfolio by ATLAS Infrastructure Partners (UK) Ltd.

Reductions

Ticker% Reduced
edison intl-6.61
pg&e corp-5.56
ATLAS Infrastructure Partners (UK) Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
portland gen elec co-93,020,600
ATLAS Infrastructure Partners (UK) Ltd. got rid off the above stocks

Sector Distribution

  • Utilities
  • Others
  • Industrials
  • Real Estate
Sector%
Utilities68.7
Others16.4
Industrials8.7
Real Estate6.3

Market Cap. Distribution

  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP74.3
UNALLOCATED16.4
SMALL-CAP9.4

Stocks belong to which Index?

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50074.3
Others16.4
RUSSELL 20009.4
Top 5 Winners (%)%
EIX
edison intl
21.2 %
ED
consolidated edison inc
13.4 %
PNW
pinnacle west cap corp
12.7 %
SJW
h2o america
10.3 %
PCG
pg&e corp
9.1 %
Top 5 Winners ($)$
PNW
pinnacle west cap corp
57.5 M
EIX
edison intl
49.6 M
ED
consolidated edison inc
40.8 M
SJW
h2o america
24.8 M
PCG
pg&e corp
20.6 M
Top 5 Losers (%)%
Top 5 Losers ($)$

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.

$2.84BTotal Value
10.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of ATLAS Infrastructure Partners (UK) Ltd., last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
EMRAF
Emera Inc

Emera Inc

EMRAF
ATLAS Infrastructure Partners (UK) Ltd.'s holding in Emera Inc over time
16.38%8,967,430
$465.14M
16.38%
increased 52.63 percentadded