ATLAS Infrastructure Partners (UK)
LONDON, X0files as ATLAS Infrastructure Partners (UK) Ltd.
$3.3bn in 11 US stocks at the end of 30 June 2026. The top 10 are 97.2% of the money. It changed about 20.4% of the portfolio this quarter.
Value
$3.3bn
Stocks
11
Top 10 share
97.2%
Turnover
20.4%
What changed this quarter
New
Bought for the first time this quarter.
- ExelonEXC11.0% of the fund
- California Water Service GroupCWT2.9% of the fund
- AvistaAVA2.8% of the fund
Added
Bought more of a stock they already held.
- Pinnacle West CapitalPNW17.3% of the fund+5%
- Public Service Enterprise GroupPEG15.2% of the fund+52%
- Consolidated EdisonED11.5% of the fund+12%
- Edison InternationalEIX8.7% of the fund+5%
- Pg&ePCG8.0% of the fund+17%
Cut
Sold some of their stake.
- EmeraEMA11.4% of the fund-21%
- SBA CommunicationsSBAC2.8% of the fund-49%
Sold out
Sold their entire stake.
- Union PacificUNP-100%
Holdings
- EmeraEMA
- Share
- 11.4%
- Value
- $375m
- Shares
- 7,069,271
-21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Pinnacle West CapitalPNW | 17.3% | $571m | 5,332,226 | +5% |
| Public Service Enterprise GroupPEG | 15.2% | $500m | 6,163,358 | +52% |
| Consolidated EdisonED | 11.5% | $378m | 3,418,444 | +12% |
| EmeraEMA | 11.4% | $375m | 7,069,271 | -21% |
| ExelonEXC | 11.0% | $361m | 7,750,912 | New |
| Edison InternationalEIX | 8.7% | $286m | 3,839,521 | +5% |
| H2O AmericaHTO | 8.5% | $280m | 4,612,035 | Held |
| Pg&ePCG | 8.0% | $263m | 15,629,238 | +17% |
| California Water Service GroupCWT | 2.9% | $97m | 1,984,605 | New |
| SBA CommunicationsSBAC | 2.8% | $94m | 532,422 | -49% |
| AvistaAVA | 2.8% | $94m | 2,291,179 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 134.9% since 30 June 2025.
Where the money is
Utilities97.2%
Real estate2.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.