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.

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.

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

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

Performance

New Buys

Ticker	$ Bought
sba communications corp	178,026,000

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

Additions

Ticker	% Inc.
h2o america	675
emera inc	52.63
public svc enterprise group	38.7
pinnacle west cap corp	13.74
union pac corp	11.62
consolidated edison inc	7.25

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	%
Utilities	68.7
Others	16.4
Industrials	8.7
Real Estate	6.3

Market Cap. Distribution

LARGE-CAP
UNALLOCATED
SMALL-CAP

Category	%
LARGE-CAP	74.3
UNALLOCATED	16.4
SMALL-CAP	9.4

Stocks belong to which Index?

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	74.3
Others	16.4
RUSSELL 2000	9.4

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.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ED	consolidated edison inc	12.15	3,047,520	344,918,000	added	7.25

EIX	edison intl	9.38	3,641,150	266,459,000	reduced	-6.61

EMRAF	emera inc	16.38	8,967,430	465,141,000	added	52.63

PCG	pg&e corp	8.25	13,340,100	234,385,000	reduced	-5.56

PEG	public svc enterprise group	11.52	4,042,560	327,245,000	added	38.7

PNW	pinnacle west cap corp	18.00	5,074,410	511,247,000	added	13.74

POR	portland gen elec co	0.00	0.00	0.00	sold off	-100

SBAC	sba communications corp	6.27	1,034,380	178,026,000	new

SJW	h2o america	9.36	4,532,080	265,897,000	added	675

UNP	union pac corp	8.68	1,015,730	246,437,000	added	11.62