13F holdings · Q2 2026

ATLAS Infrastructure Partners (UK)

London, X0 · files as ATLAS Infrastructure Partners (UK) Ltd.

Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1924953

ATLAS Infrastructure Partners (UK) reported 11 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PNW (17.3%), PEG (15.2%) and ED (11.5%). Compared with Q1 2026, the fund opened new positions in EXC, CWT and AVA, added to PNW, PEG and ED, trimmed EMA and SBAC and sold out of UNP.

Reported value$3.3B+16.1% vs last quarter

Stocks held113 new · 1 sold out

Top 5 weight66.3%very concentrated

Turnover39%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	PNW Pinnacle West Cap Corp	$571M	17.3%	5.3M	+258K (+5%)		8 of 8
2	PEG Public Svc Enterprise GR	$500M	15.2%	6.2M	+2.1M (+52%)		5 of 8
3	ED Consolidated Edison Inc	$378M	11.5%	3.4M	+371K (+12%)		6 of 8
4	EMA Emera Inc	$375M	11.4%	7.1M	−1.9M (−21%)		4 of 8
5	EXC Exelon Corp	$361M	11.0%	7.8M	New position		6 of 8
6	EIX Edison Intl	$286M	8.7%	3.8M	+198K (+5%)		8 of 8
7	HTO H2O America	$280M	8.5%	4.6M	+80K (+2%)		3 of 8
8	PCG Pg&E Corp	$263M	8.0%	15.6M	+2.3M (+17%)		8 of 8
9	CWT California Wtr Svc Group	$96.6M	2.9%	2M	New position		1 of 8
10	SBAC Sba Communications Corp New	$94M	2.9%	532K	−502K (−49%)		2 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 1 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
UNP Union Pac Corp	$246M	1M

Reported value

last 8 quarters

$1.4BQ3 '24

$417MQ4 '24

$1.4BQ1 '25

$1.4BQ2 '25

$1.9BQ3 '25

$2BQ4 '25

$2.8BQ1 '26

$3.3BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 14, 2026	13F-HR	Q2 2026	SEC filing ↗

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ATLAS Infrastructure Partners (UK) 13F FAQ

What does ATLAS Infrastructure Partners (UK) own?

ATLAS Infrastructure Partners (UK) reported 11 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PNW (17.3%), PEG (15.2%) and ED (11.5%). The table above lists every position in the filing (the top 10 without an account).

What did ATLAS Infrastructure Partners (UK) buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 6 added to, 2 trimmed and 1 sold out. New positions include EXC, CWT and AVA. It sold all of UNP.

When will ATLAS Infrastructure Partners (UK) file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is ATLAS Infrastructure Partners (UK)'s portfolio worth?

The Q2 2026 filing reports $3.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.