ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), ATLAS Infrastructure Partners (UK) Ltd. reported 9 stock positions worth $2.8 billion. Its top holding was Pinnacle West Capital (PNW) at 18.0% of the portfolio, followed by Emera (EMA, 16.4%) and Consolidated Edison (ED, 12.1%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 2. The biggest buy was H2O America (HTO, shares +676%) and the biggest sale an exit from Portland General Electric (POR).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $2.8B (Q1 2026)
- SEC Filing
- 0001214659-26-006445 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $2.8B
| PNW Pinnacle West Capital | 18.00% | 5,074,413 | $511.2M | Add +13.7% |
| EMA Emera Inc. | 16.38% | 8,967,430 | $465.1M | Add +52.6% |
| ED Consolidated Edison Inc. | 12.15% | 3,047,519 | $344.9M | Add +7.3% |
| PEG Public Service Enterprise GP | 11.52% | 4,042,558 | $327.2M | Add +38.7% |
| EIX Edison International | 9.38% | 3,641,148 | $266.5M | Reduce -6.6% |
| HTO H2O America | 9.36% | 4,532,084 | $265.9M | Add +675.9% |
| UNP Union Pacific Corp. | 8.68% | 1,015,731 | $246.4M | Add +11.6% |
| PCG P G & E Corp. | 8.25% | 13,340,095 | $234.4M | Reduce -5.6% |
| SBAC SBA Communications Corp. | 6.27% | 1,034,375 | $178.0M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| HTO H2O America | Add +675.9% | 9.36% | +7.93 |
| SBAC SBA Communications Corp. | New | 6.27% | +6.27 |
| EMA Emera Inc. | Add +52.6% | 16.38% | +1.87 |
| PEG Public Service Enterprise GP | Add +38.7% | 11.52% | −0.21 |
| PNW Pinnacle West Capital | Add +13.7% | 18.00% | −1.84 |
| UNP Union Pacific Corp. | Add +11.6% | 8.68% | −1.88 |
| ED Consolidated Edison Inc. | Add +7.3% | 12.15% | −2.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $3.3B | PNW, PEG, ED, EMA, EXC |
| Q1 2026 | 9 | $2.8B | PNW, EMA, ED, PEG, EIX |
| Q4 2025 | 9 | $2.0B | PNW, EMA, ED, PEG, EIX |
| Q3 2025 | 9 | $1.9B | PNW, ED, EIX, EXC, PEG |
| Q2 2025 | 7 | $1.4B | EXC, PNW, ED, POR, EIX |
| Q1 2025 | 6 | $1.4B | EXC, PNW, EIX, ED, POR |
| Q4 2024 | 6 | $416.5M | EIX, EXC, POR, PCG, PNW |
| Q3 2024 | 5 | $1.4B | EIX, PNW, EXC, PCG, POR |
| Q2 2024 | 6 | $1.2B | EIX, PNW, AGR, EXC, POR |
| Q1 2024 | 6 | $1.5B | EIX, AGR, PNW, POR, EXC |