ATLAS Infrastructure Partners (UK) Ltd. holds a concentrated book of 9 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sba Communications Corp and trimmed Edison International. Their largest long position is Pinnacle West Capital at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as ATLAS Infrastructure Partners (UK) Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 9 | $31.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 9 | $21.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 10 / 9 | $10.3B |
| JPMORGAN CHASE & CO | 10 / 9 | $6.3B |
| MORGAN STANLEY | 10 / 9 | $6.1B |
| BANK OF AMERICA CORP /DE/ | 10 / 9 | $5.6B |
| AQR CAPITAL MANAGEMENT LLC | 10 / 9 | $3.8B |
| Legal & General Group Plc | 10 / 9 | $3.4B |
Ranked by the share of each fund's own book sitting in the names it shares with ATLAS Infrastructure Partners (UK) Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pinnacle West Cap Corp COM | $511.2M | 5.07M | 18.0% | ▲+14% Added · +613K sh | |
| 2 | Emera Inc COM | $465.1M | 8.97M | 16.4% | ▲+53% Added · +3.1M sh | |
| 3 | Consolidated Edison Inc COM | $344.9M | 3.05M | 12.1% | ▲+7.3% Added · +206K sh | |
| 4 | Public SVC Enterprise Group COM | $327.2M | 4.04M | 11.5% | ▲+39% Added · +1.1M sh | |
| 5 | Edison Intl COM | $266.5M | 3.64M | 9.4% | ▼−6.6% Reduced · −258K sh | |
| 6 | H2o America COM | $265.9M | 4.53M | 9.4% | ▲+676% Added · +3.9M sh | |
| 7 | Union Pac Corp COM | $246.4M | 1.02M | 8.7% | ▲+12% Added · +106K sh | |
| 8 | PG&E Corp COM | $234.4M | 13.34M | 8.3% | ▼−5.5% Reduced · −785K sh | |
| 9 | Sba Communications Corp CL A | $178.0M | 1.03M | 6.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1924953/holdings"
Use Arkolith to show ATLAS Infrastructure Partners (UK) Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 9 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 9 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 7 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 6 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 6 | $416.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 5 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 6 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 6 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 6 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 5 | $1.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 6 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 5 | $888.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 5 | $485.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 5 | $505.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 5 | $589.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 5 | $663.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Apr 22, 2022 | 5 | $645.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.