ATLAS Infrastructure Partners (UK) Ltd.

Q3 2025 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$1,860,463
Net value change ($000)
+456,104 (32.5%)
New positions
2
Sold out positions
0
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMA 175,440 NEW
PEG 153,128 250.3%
UNP 121,883 NEW
ED 22,270 9.2%
PNW 21,071 8.2%
EIX 16,303 7.4%
PCG 12,088 8.5%
Top Reduces (Value $000, Stocks/ETFs)
EXC -37,098 -14.2%
POR -28,980 -13.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type