Back to funds
View filing
ATLAS Infrastructure Partners (UK) Ltd.
hedge fundUpdated 27 days agoManaged by Atlas Infrastructure Partners (Uk) Ltd. • Latest filing Q2 2026
Portfolio value
$3.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
34.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $888M |
| Q2 2023 | $1.2B |
| Q3 2023 | $1B |
| Q4 2023 | $1.3B |
| Q1 2024 | $1.5B |
| Q2 2024 | $1.2B |
| Q3 2024 | $1.4B |
| Q4 2024 | $416.5M |
| Q1 2025 | $1.4B |
| Q2 2025 | $1.4B |
| Q3 2025 | $1.9B |
| Q4 2025 | $2B |
| Q1 2026 | $2.8B |
| Q2 2026 | $3.3B |
Top holdings
11 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PNW PINNACLE WEST CAP CORP | $570.5M | 5.33M | 17.30% | — |
| 2 | P PEG PUBLIC SVC ENTERPRISE GROUP | $500.2M | 6.16M | 15.17% | — |
| 3 | E ED CONSOLIDATED EDISON INC | $378.2M | 3.42M | 11.47% | — |
| 4 | E EMRJF EMERA INC | $374.8M | 7.07M | 11.36% | — |
| 5 | E EXC EXELON CORP | $361.3M | 7.75M | 10.96% | — |
| 6 | E EIX EDISON INTL | $285.9M | 3.84M | 8.67% | — |
| 7 | H HTO H2O AMERICA | $280.3M | 4.61M | 8.50% | — |
| 8 | P PCG-PX PG&E CORP | $262.9M | 15.63M | 7.97% | — |
| 9 | C CWT CALIFORNIA WTR SVC GROUP | $96.6M | 1.98M | 2.93% | — |
| 10 | S SBAC SBA COMMUNICATIONS CORP | $94M | 532.4K | 2.85% | — |
| 11 | A AVA AVISTA CORP | $93.7M | 2.29M | 2.84% | — |