ATLAS Infrastructure Partners (UK) Ltd.
Follow13F filer, CIK 1924953, LONDON, United Kingdom
ATLAS Infrastructure Partners (UK) Ltd. reported $1,404,359,179 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012207
- Period
- 2025-06-30
- Reported value
- $1.4B
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PEGnew | +726,704 | $61.2M |
| PORadded | +1,058,623 | $43M |
| EDadded | +110,666 | $11.1M |
| EXCadded | +208,242 | $9.04M |
| PNWadded | +69,404 | $6.21M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EIXreduced | -110,652 | -$5.71M |
| PCGreduced | -266,210 | -$3.71M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001214659-25-012207, largest first. % of portfolio is the value over $1,404,359,179, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| EXCEXELON CORP | 6,003,808 | $261M | 18.56% | +208,242 | Timeline | ||
| PNWPINNACLE WEST CAP CORP | 2,862,950 | $256M | 18.24% | +69,404 | Timeline | ||
| EDCONSOLIDATED EDISON INC | 2,409,288 | $242M | 17.22% | +110,666 | Timeline | ||
| PORPORTLAND GEN ELEC CO | 5,459,258 | $222M | 15.79% | +1,058,623 | Timeline | ||
| EIXEDISON INTL | 4,285,080 | $221M | 15.74% | -110,652 | Timeline | ||
| PCGPG&E CORP | 10,162,118 | $142M | 10.09% | -266,210 | Timeline | ||
| PEGPUBLIC SVC ENTERPRISE GROUP | 726,704 | $61.2M | 4.36% | new | Timeline |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001214659-25-012207 | base | 2025-08-14 | acceptance time not in the bulk data set |