ATLAS Infrastructure Partners (UK) Ltd.

CIK: 0001924953Latest portfolio: $2.0B · Q4 2025

Holdings

9

Total Value

$2.0B

New Positions

1

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
PNWPINNACLE WEST CAP CORP
4,461,243$395.7M19.84%+1.4M
2
EMAEMERA INC
5,875,152$289.3M14.51%+2.2M
3
EDCONSOLIDATED EDISON INC
2,841,409$282.2M14.15%+215K
4
PEGPUBLIC SVC ENTERPRISE GRP IN
2,914,632$234.0M11.74%+347K
5
EIXEDISON INTL
3,898,924$234.0M11.73%-395,820
6
PCGPG&E CORP
14,125,385$227.0M11.38%+3.9M
7
UNPUNION PAC CORP
910,022$210.5M10.55%+394K
8
PORPORTLAND GEN ELEC CO
1,938,334$93.0M4.66%-2,444,158
9
HTOH2O AMERICA
584,080$28.6M1.43%NEW

Quarterly Changes

New Positions

Closed Positions

  • PEOCLOSED
    $223.6B

Increased Positions

NameSharesChange
PCG14.1M+3.9M
EMA5.9M+2.2M
PNW4.5M+1.4M
UNP910K+394K
PEG2.9M+347K
ED2.8M+215K

Decreased Positions

NameSharesChange
POR1.9M-2444158
EIX3.9M-395820

Sector Breakdown

Utilities0.0% ($3.957122892922822e+36T)
Industrials0.0% ($210.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$2.0B9
Q3 2025Nov 14, 2025$1.9T9
Q2 2025Aug 14, 2025$1.4T7
Q1 2025May 15, 2025$1.4T6
Q4 2024Feb 14, 2025$416.5B6
Q3 2024Nov 14, 2024$1441.7T5
Q2 2024Aug 12, 2024$1203.6T6
Q1 2024May 13, 2024$1479.9T6
Q4 2023Feb 14, 2024$1320.8T6
Q3 2023Nov 14, 2023$1023.4T5
Q2 2023Aug 14, 2023$1198.7T6
Q1 2023May 15, 2023$888.0T5
Q4 2022Jan 17, 2023$485.9T5
Q3 2022Nov 2, 2022$505.4B5
Q2 2022Aug 15, 2022$589.3B5
Q1 2022May 16, 2022$663.9B5
Q1 2022Apr 22, 2022$645.5B5

Fund Information

CIK0001924953
Most Recent FilingFeb 17, 2026
Number of Filings17

ATLAS Infrastructure Partners (UK) Ltd. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.0B across 9 holdings. The largest position is PINNACLE WEST CAP CORP (PNW), representing 19.8% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.