DOSSIER · 13F-HR · Q4 2025

ATLAS Infrastructure Partners (UK) Ltd.

$2.0B in tracked AUM across 9 positions as of Q4 2025.

AI
CIK 0001924953 · last filed Dec 31, 2025
Total AUM
$2.0B
as of Q4 2025
Holdings
9
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q4 2025

Portfolio Overview

ATLAS Infrastructure Partners (UK) Ltd. has undergone a drastic transformation in its portfolio composition during the quarter ending September 30, 2025. The firm executed a massive capital reduction strategy, decreasing the total portfolio value by 73.1%, from $1.40 billion to $377.33 million. This was accompanied by a significant reduction in the number of holdings, which dropped from at least seven positions to just two. Consequently, the portfolio has shifted from a d...

Key Holdings

The portfolio is currently split entirely between two major US utility companies. Exelon Corp. (EXC) is the dominant holding, valued at $223.59 million, representing a 59.25% allocation. The firm holds 4.97 million shares of Exelon, which operates the largest fleet of nuclear power plants in the United States and serves millions of customers across the mid-Atlantic and Midwest.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
PNW
PINNACLE WEST CAP CORP
$396M4.5M19.8%
02
EMA
EMERA INC
$289M5.9M14.5%
03
ED
CONSOLIDATED EDISON INC
$282M2.8M14.2%
04
PEG
PUBLIC SVC ENTERPRISE GRP IN
$234M2.9M11.7%
05
EIX
EDISON INTL
$234M3.9M11.7%
06
PCG
PG&E CORP
$227M14.1M11.4%
07
UNP
UNION PAC CORP
$211M910K10.6%
08
POR
PORTLAND GEN ELEC CO
$93M1.9M4.7%
09
HTO
H2O AMERICA
$29M584K1.4%

Filing history

2025Q4Dec 31
$2.0B 428.6%
9 positionsView →
2025Q3Sep 30
$377M 73.1%
2 positionsView →
2025Q2Jun 30
$1.4B 214.7%
7 positionsLocked
2025Q1Mar 31
$446M 7.1%
2 positionsLocked
2024Q4Dec 31
$417M 71.1%
6 positionsLocked
2024Q3Sep 30
$1.4B 19.8%
5 positionsLocked
2024Q2Jun 30
$1.2B 18.7%
6 positionsLocked
2024Q1Mar 31
$1.5B 12.0%
6 positionsLocked
2023Q4Dec 31
$1.3B 29.1%
6 positionsLocked
2023Q3Sep 30
$1.0B 14.6%
5 positionsLocked
2023Q2Jun 30
$1.2B 35.0%
6 positionsLocked
2023Q1Mar 31
$888M 82.7%
5 positionsLocked
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