Q2 2026 13F · SEC CIK 1924953
ATLAS Infrastructure Partners (UK) Ltd.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.3B
- Reported positions
- 11
- Top holdings a year, 3 yrs
- +4.7%
- Assets under management
- $2.3B
ATLAS Infrastructure Partners (UK) Ltd. is a hedge fund that reported 11 positions worth $3.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Pinnacle West Cap Corp (PNW, 17.3%), Public Service Enterprise Group Inc (PEG, 15.2%), Consolidated Edison Inc (ED, 11.5%). A portfolio copying its top holdings returned 4.7% a year over the last 3 years, against 20.4% for the S&P 500.
ATLAS Infrastructure Partners (UK) Ltd. holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PNWPinnacle West Cap Corp | 17.3% | +5.1% | $570.5M |
| PEGPublic Service Enterprise Group Inc | 15.2% | +52.5% | $500.2M |
| EDConsolidated Edison Inc | 11.5% | +12.2% | $378.2M |
| EMAEmera Inc | 11.4% | -21.2% | $374.8M |
| EXCExelon Corp | 11.0% | — | $361.3M |
| EIXEdison Intl | 8.7% | +5.4% | $285.9M |
| SJWH2o America | 8.5% | +1.8% | $280.3M |
| PCGPg&e Corp | 8.0% | +17.2% | $262.9M |
| CWTCalifornia Wtr Svc Group | 2.9% | — | $96.6M |
| SBACSBA Communications Corp | 2.8% | -48.5% | $94.0M |
| AVAAvista | 2.8% | — | $93.7M |
What ATLAS Infrastructure Partners (UK) Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- EXC Exelon Corp11.0% of 13F
- CWT California Wtr Svc Group2.9% of 13F
- AVA Avista2.8% of 13F
Added to
- PEG Public Service Enterprise Group Inc+52.5% shares
- PCG Pg&e Corp+17.2% shares
- ED Consolidated Edison Inc+12.2% shares
- EIX Edison Intl+5.4% shares
- PNW Pinnacle West Cap Corp+5.1% shares
Reduced
- SBAC SBA Communications Corp-48.5% shares
- EMA Emera Inc-21.2% shares
Sold out
- UNP Union Pac Corpwas 8.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.3% /yr
- S&P 500 +20.1%
- 3 years
- +4.7% /yr
- S&P 500 +20.4%
- 5 years
- +0.7% /yr
- S&P 500 +16.8%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $3.3B | 11 |
| Q1 2026 | $2.8B | 9 |
| Q4 2025 | $2.0B | 9 |
| Q3 2025 | $1.9B | 9 |
| Q2 2025 | $1.4B | 7 |
| Q1 2025 | $1.4B | 6 |
| Q4 2024 | $416.5M | 6 |
| Q3 2024 | $1.4B | 5 |
| Q2 2024 | $1.2B | 6 |
| Q1 2024 | $1.5B | 6 |
| Q4 2023 | $1.3B | 6 |
| Q3 2023 | $1.0B | 5 |
Questions about ATLAS Infrastructure Partners (UK) Ltd.'s portfolio
What stocks does ATLAS Infrastructure Partners (UK) Ltd. own?
ATLAS Infrastructure Partners (UK) Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 11 positions worth $3.3B. The largest are Pinnacle West Cap Corp (PNW) at 17.3%, Public Service Enterprise Group Inc (PEG) at 15.2%, Consolidated Edison Inc (ED) at 11.5%, Emera Inc (EMA) at 11.4% and Exelon Corp (EXC) at 11.0%.
What did ATLAS Infrastructure Partners (UK) Ltd. buy last quarter?
In Q2 2026, ATLAS Infrastructure Partners (UK) Ltd. added a new position in Exelon Corp (EXC), a new position in California Wtr Svc Group (CWT), a new position in Avista (AVA), Public Service Enterprise Group Inc (PEG) (+52.5% shares), Pg&e Corp (PCG) (+17.2% shares) and Consolidated Edison Inc (ED) (+12.2% shares), compared with its Q1 2026 filing.
What did ATLAS Infrastructure Partners (UK) Ltd. sell last quarter?
In Q2 2026, ATLAS Infrastructure Partners (UK) Ltd. sold all of Union Pac Corp (UNP), SBA Communications Corp (SBAC) (-48.5% shares) and Emera Inc (EMA) (-21.2% shares), compared with its Q1 2026 filing.
How has ATLAS Infrastructure Partners (UK) Ltd.'s portfolio performed?
A portfolio copying ATLAS Infrastructure Partners (UK) Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.3% against +20.1%. Over 5 years: +0.7% a year against +16.8%.
When is ATLAS Infrastructure Partners (UK) Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. ATLAS Infrastructure Partners (UK) Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does ATLAS Infrastructure Partners (UK) Ltd. manage?
ATLAS Infrastructure Partners (UK) Ltd. reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.3B.