ATLAS Infrastructure Partners (UK) Ltd.

LONDON, X0 · CIK 1924953 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$2.3bn
Staff28 · 16 in investment roles
Main clients (by assets)Private funds 88%, Pension plans 12%
Private funds3 · $2.1bn gross assets
Form ADV · 2026-09-22SEC adviser record

Legal entityATLAS INFRASTRUCTURE PARTNERS (UK) LTD (GB)

$3.3bn reported value +16.1% vs Q1 2026

11positions

97.2%in top 10

3 new 6 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PINNACLE WEST CAP CORP COM PNW	PNW	5,332,226	$570.5m17.30%	17.30%	Added +257.8k	+257,813 5.1%
2	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	6,163,358	$500.2m15.17%	15.17%	Added +2.1m	+2,120,800 52.5%
3	CONSOLIDATED EDISON INC COM ED	ED	3,418,444	$378.2m11.47%	11.47%	Added +370.9k	+370,925 12.2%
4	EMERA INC COM EMA	EMA	7,069,271	$374.8m11.36%	11.36%	Reduced -1.9m	-1,898,159 -21.2%
5	EXELON CORP COM EXC	EXC	7,750,912	$361.3m10.96%	10.96%	New
6	EDISON INTL COM EIX	EIX	3,839,521	$285.9m8.67%	8.67%	Added +198.4k	+198,373 5.5%
7	SJW GROUP COM HTO	HTO	4,612,035	$280.3m8.50%	8.50%	Added +80.0k	+79,951 1.8%
8	PG&E CORP COM PCG	PCG	15,629,238	$262.9m7.97%	7.97%	Added +2.3m	+2,289,143 17.2%
9	CALIFORNIA WTR SVC GROUP COM CWT	CWT	1,984,605	$96.6m2.93%	2.93%	New
10	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	532,422	$94.0m2.85%	2.85%	Reduced -502.0k	-501,953 -48.5%
11	AVISTA CORP COM AVA	AVA	2,291,179	$93.7m2.84%	2.84%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNION PAC CORP UNP	UNP	1,015,731	$246.4m1.0m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SJW GROUP HTO · 13G · filed 2026-09-22	HTO	11.2%≈ $284.1m	+0.1 pts	13G	2026-09-22

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-07-07	SJW GROUP 10% owner	HTO	Bought	2,784	$172.7k2.8k shares	+<1%
2026-07-01	SJW GROUP 10% owner	HTO	Bought	2,132	$129.5k2.1k shares	+<1%
2026-07-01	SJW GROUP 10% owner	HTO	Sold	1,686	$102.4k1.7k shares	-<1%
2026-05-29	SJW GROUP 10% owner	HTO	Bought	31,001	$1.8m31.0k shares	+1%
2026-05-29	SJW GROUP 10% owner	HTO	Sold	1,435	$82.5k1.4k shares	-<1%
2026-04-10	SJW GROUP 10% owner	HTO	Bought	50,385	$3.0m50.4k shares	+1%