Data as of Q4 2025 (Dec 31, 2025)

ATLAS Infrastructure Partners (UK) Ltd.

•CIK: 1924953•Filing: Q4 2025

**ATLAS Infrastructure Partners (UK) Ltd.** manages $2.0B across a concentrated portfolio of 9 positions. The fund exhibits significant conviction in core infrastructure assets, with top holdings including PNW at $395.7M and EMA at $289.3M. Further substantial allocations are visible in ED ($282.2M) and PEG ($234.0M), indicating a strategic focus on stable, yield-generating infrastructure plays. This structure suggests a mandate targeting reliable, long-duration cash flows within the global infrastructure sector.

Total AUM
$2.0B
QoQ Performance
+7.2%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

PNW
EMA
ED
PEG
EIX
PCG
UNP
PNW19.8%
EMA14.5%
ED14.2%
PEG11.7%
EIX11.7%
PCG11.4%
UNP10.6%
POR4.7%

📈 Biggest Buys

PNW
PINNACLE WEST CAP CORP
+44.3%
19.8% of portfolio
EMA
EMERA INC
+60.6%
14.5% of portfolio
UNP
UNION PAC CORP
+76.5%
10.6% of portfolio
PCG
PG&E CORP
+38.5%
11.4% of portfolio
HTO
H2O AMERICA
NEW
1.4% of portfolio

📉 Biggest Sells

POR
PORTLAND GEN ELEC CO
-55.8%
4.7% of portfolio
EIX
EDISON INTL
-9.2%
11.7% of portfolio

Sector Breakdown

Other63.6%
Utilities25.9%
Industrial10.6%

🚪 Exited Positionssold since Q3 2025

PEO
EXELON CORP
SOLD
$223.6M

Changes from Q3 2025

NEW1 new position
↑6 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

PNW19.8%
PINNACLE WEST CAP CORP
$395.7M
EMA14.5%
EMERA INC
$289.3M
ED14.2%
CONSOLIDATED EDISON INC
$282.2M
PEG11.7%
PUBLIC SVC ENTERPRISE GRP IN
$234.0M
EIX11.7%
EDISON INTL
$234.0M

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