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.
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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.
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
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 |
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 ~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.