Institutional Manager · CIK 0001924953
ATLAS Infrastructure Partners (UK) Ltd.
LONDON, X0 · File #028-22424
Latest AUM
$1.99B
Positions
9
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | EXELON CORP | 30161N101 | -4,967,487 | -$223.6M | $0 |
| ADD | PINNACLE WEST CAP CORP | PNW | +1,369,350 | +$121.5M | -$3.0M |
| REDUCE | PORTLAND GEN ELEC CO | 736508847 | -2,444,158 | -$117.3M | +$17.5M |
| ADD | EMERA INC | EMRJF | +2,217,111 | +$109.2M | +$4.7M |
| ADD | UNION PAC CORP | UNP | +394,379 | +$91.2M | -$2.6M |
| ADD | PG&E CORP | PCG-PX | +3,929,873 | +$63.2M | +$10.1M |
| NEW | H2O AMERICA | HTO | +584,080 | +$28.6M | $0 |
| ADD | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | +346,908 | +$27.9M | -$8.1M |
| REDUCE | EDISON INTL | 281020107 | -395,820 | -$23.8M | +$20.4M |
| ADD | CONSOLIDATED EDISON INC | ED | +214,649 | +$21.3M | -$3.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20259 pos · $1.99B
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $1.86B
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Dec 20246 pos · $416.5M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $1.02B
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PINNACLE WEST CAP CORP | PNW | 4,461,243 | $395.7M | 19.84% |
| 2 | EMERA INC | EMRJF | 5,875,152 | $289.3M | 14.51% |
| 3 | CONSOLIDATED EDISON INC | ED | 2,841,409 | $282.2M | 14.15% |
| 4 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 2,914,632 | $234.0M | 11.74% |
| 5 | EDISON INTL | 281020107 | 3,898,924 | $234.0M | 11.73% |
| 6 | PG&E CORP | PCG-PX | 14,125,385 | $227.0M | 11.38% |
| 7 | UNION PAC CORP | UNP | 910,022 | $210.5M | 10.55% |
| 8 | PORTLAND GEN ELEC CO | 736508847 | 1,938,334 | $93.0M | 4.66% |
| 9 | H2O AMERICA | HTO | 584,080 | $28.6M | 1.43% |