ATLAS Infrastructure Partners (UK) Ltd.

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$3,298,353
Net value change ($000)
+458,597 (16.1%)
New positions
3
Sold out positions
1
Turnover %
24.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXC 361,348 NEW
PEG 172,973 52.9%
CWT 96,551 NEW
AVA 93,732 NEW
PNW 59,301 11.6%
ED 33,264 9.6%
PCG 28,499 12.2%
EIX 19,393 7.3%
HTO 14,376 5.4%
Top Reduces (Value $000, Stocks/ETFs)
UNP -246,437 -100.0%
EMA -90,328 -19.4%
SBAC -84,075 -47.2%
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