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ATLAS Infrastructure Partners (UK) Ltd.

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13F filer, CIK 1924953, LONDON, United Kingdom

ATLAS Infrastructure Partners (UK) Ltd. reported $2,839,755,958 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006445

Period
2026-03-31
Reported value
$2.84B
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HTOadded+3,948,004$232M
SBACnew+1,034,375$178M
EMAadded+3,092,278$160M
PEGadded+1,127,926$91.3M
PNWadded+613,170$61.8M

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

SecurityShares changeApprox. value
PORexited-1,938,334-$93M
EIXreduced-257,776-$18.9M
PCGreduced-785,290-$13.8M

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, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-006445, largest first. % of portfolio is the value over $2,839,755,958, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556,831 shares; 2024Q4: 845,130 shares; 2025Q1: 2,793,546 shares; 2025Q2: 2,862,950 shares; 2025Q3: 3,091,893 shares; 2025Q4: 4,461,243 shares; 2026Q1: 5,074,413 shares 5,074,413$511M18%+613,170Timeline
EMAEMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,658,041 shares; 2025Q4: 5,875,152 shares; 2026Q1: 8,967,430 shares 8,967,430$465M16.38%+3,092,278Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298,622 shares; 2025Q2: 2,409,288 shares; 2025Q3: 2,626,760 shares; 2025Q4: 2,841,409 shares; 2026Q1: 3,047,519 shares 3,047,519$345M12.15%+206,110Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726,704 shares; 2025Q3: 2,567,724 shares; 2025Q4: 2,914,632 shares; 2026Q1: 4,042,558 shares 4,042,558$327M11.52%+1,127,926Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175,518 shares; 2024Q4: 1,479,087 shares; 2025Q1: 4,395,732 shares; 2025Q2: 4,285,080 shares; 2025Q3: 4,294,744 shares; 2025Q4: 3,898,924 shares; 2026Q1: 3,641,148 shares 3,641,148$266M9.38%-257,776Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584,080 shares; 2026Q1: 4,532,084 shares 4,532,084$266M9.36%+3,948,004Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,643 shares; 2025Q4: 910,022 shares; 2026Q1: 1,015,731 shares 1,015,731$246M8.68%+105,709Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,312,032 shares; 2024Q4: 3,554,752 shares; 2025Q1: 10,428,328 shares; 2025Q2: 10,162,118 shares; 2025Q3: 10,195,512 shares; 2025Q4: 14,125,385 shares; 2026Q1: 13,340,095 shares 13,340,095$234M8.25%-785,290Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,034,375 shares 1,034,375$178M6.27%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PORPORTLAND GEN ELEC CO1,938,334$93Mshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-006445 base2026-05-15acceptance time not in the bulk data set