1y return+19.6%S&P 500 +20.9%
3y return+13.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $116 against $157 in the S&P 500.2
ATLAS Infrastructure Partners (UK) Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PNWPinnacle West Cap Corp | $570.5M | 17.3% | +5.1% |
| PEGPublic Svc Enterprise Group | $500.2M | 15.2% | +52.5% |
| EDConsolidated Edison Inc | $378.2M | 11.5% | +12.2% |
| EMAEmera Inc | $374.8M | 11.4% | −21.2% |
| EXCExelon Corp | $361.3M | 11.0% | New |
| EIXEdison Intl | $285.9M | 8.7% | +5.4% |
| HTOH2o America | $280.3M | 8.5% | +1.8% |
| PCGPg&e Corp | $262.9M | 8.0% | +17.2% |
| CWTCalifornia Wtr Svc Group | $96.6M | 2.9% | New |
| SBACSba Communications Corp | $94.0M | 2.8% | −48.5% |
| AVAAvista Corp | $93.7M | 2.8% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PNWPinnacle West Cap Corp | March 31, 2024 | +43.2% | $570.5M |
| HTOH2o America | December 31, 2025 | +24.0% | $280.3M |
| EMAEmera Inc | September 30, 2025 | +10.6% | $374.8M |
| EIXEdison Intl | December 31, 2021 | +9.1% | $285.9M |
| SBACSba Communications Corp | March 31, 2026 | +2.5% | $94.0M |
| EDConsolidated Edison Inc | March 31, 2025 | +0.0% | $378.2M |
| PEGPublic Svc Enterprise Group | June 30, 2025 | −3.6% | $500.2M |
| PCGPg&e Corp | September 30, 2024 | −14.9% | $262.9M |
Sold off last quarter
- UNPUnion Pac Corp was $246.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.6% | +14.8% |
| March 31, 2026 | +10.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +4.0% | +7.8% |
| June 30, 2025 | −9.7% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | −5.5% | +2.1% |
| September 30, 2024 | +14.2% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +3.2% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −12.4% | −3.6% |
| June 30, 2023 | −2.5% | +8.3% |
| March 31, 2023 | −1.6% | +7.0% |
| December 31, 2022 | +17.8% | +7.1% |
| September 30, 2022 | −7.1% | −5.3% |
| June 30, 2022 | −6.5% | −16.5% |
| March 31, 2022 | +3.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ATLAS Infrastructure Partners (UK) Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1924953&type=13F-HR&dateb=&owner=include&count=40CIK 1924953
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1924953/000121465926010359/Filed August 14, 2026 · accession 0001214659-26-010359