Institutional
ATLAS Infrastructure Partners (UK) Ltd.
CIK 0001924953
$2.84B
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · ATLAS Infrastructure Partners (UK) Ltd. · Q1 2026
AI · grounded in 13F
ATLAS Infrastructure Partners (UK) Ltd. established a new position in SBA Communications Corp SBAC valued at $178.03M. The fund also increased its holdings in H2O America HTO by 675.94% and Emera Inc EMA by 52.63%. Conversely, the fund closed its entire position in Portland Gen Elec Co POR, reducing its exposure by $93.02M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PNW | PINNACLE WEST CAP CORP | $102.65 | -0.39% | 20.26% | 53.63% | $511.2M | 18.00% | +613,170 | +13.7% |
| 2 | EMA | EMERA INC | $51.93 | 0.33% | 20.06% | 41.30% | $465.1M | 16.38% | +3,092,278 | +52.6% |
| 3 | ED | CONSOLIDATED EDISON INC | $106.26 | 2.09% | 8.05% | 71.52% | $344.9M | 12.15% | +206,110 | +7.3% |
| 4 | PEG | PUBLIC SVC ENTERPRISE GROUP | $79.48 | 1.79% | 2.30% | 49.59% | $327.2M | 11.52% | +1,127,926 | +38.7% |
| 5 | EIX | EDISON INTL | $73.33 | 2.12% | 44.51% | 70.39% | $266.5M | 9.38% | −257,776 | −6.6% |
| 6 | HTO | H2O AMERICA | $57.15 | -0.49% | 15.74% | -5.09% | $265.9M | 9.36% | +3,948,004 | +675.9% |
| 7 | UNP | UNION PAC CORP | $272.32 | 3.19% | 24.65% | 39.36% | $246.4M | 8.68% | +105,709 | +11.6% |
| 8 | PCG | PG&E CORP | $17.11 | 1.72% | 10.44% | 97.47% | $234.4M | 8.25% | −785,290 | −5.6% |
| 9 | SBAC | SBA COMMUNICATIONS CORP | $208.02 | 0.08% | -5.65% | -34.01% | $178.0M | 6.27% | +1,034,375 | NEW |
| 10 | POR | PORTLAND GEN ELEC CO | $50.31 | -0.44% | 29.19% | 26.02% | — | — | −1,938,334 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006445. 13F discloses long positions only — shorts, foreign equities, and options are excluded.