Q2 2025 · 13F-HR
ATLAS Infrastructure Partners (UK) Ltd.holdings as filed
Filed 2025-08-14 · accession 0001214659-25-012207
$1.40B
Reported value
7
Positions
2025-06-30
Period end
The Brief · ATLAS Infrastructure Partners (UK) Ltd. · Q2 2025
AI · grounded in 13F
ATLAS Infrastructure Partners (UK) Ltd. established a new position in EXC valued at $260.7M. The fund also initiated new stakes in PNW for $256.1M and ED for $241.8M. Additional new positions include POR at $221.8M, EIX at $221.1M, and PCG at $141.7M. Total assets under management stand at $1.4B across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30161N101 | EXC | EXELON CORP | $260.7M | 18.6% | 6,003,808 | Common | SOLE |
| 723484101 | PNW | PINNACLE WEST CAP CORP | $256.1M | 18.2% | 2,862,950 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $241.8M | 17.2% | 2,409,288 | Common | SOLE |
| 736508847 | POR | PORTLAND GEN ELEC CO | $221.8M | 15.8% | 5,459,258 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $221.1M | 15.7% | 4,285,080 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $141.7M | 10.1% | 10,162,118 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $61.2M | 4.36% | 726,704 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.