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ATLAS Infrastructure Partners (UK) Ltd.

Q2 2025 · Filed 2025-08-14
Market Value
$1.4B
-1.2%
Holdings
7
New Purchases
1
Added To
4
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PEG 4.36% 0.00% +4.36% $61M
POR 15.79% 13.80% +1.99% $222M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCG 10.09% 12.60% -2.51% $142M
EIX 15.74% 18.22% -2.47% $221M
ED 17.22% 17.88% -0.66% $242M
PNW 18.24% 18.72% -0.48% $256M
EXC 18.56% 18.78% -0.22% $261M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $1.2B 84.2%
Mid Cap 1 $222M 15.8%

Portfolio Analytics

Avg Market Cap
$29.8B
Median Market Cap
$36.3B
Avg P/E
16.2
Median P/E
17.5
Avg Dividend Yield
0.03%
Avg Beta
0.46
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EXC 18.56% 6,003,808 $261M $43.42 -$6M +208,242 +3.6%
2 PNW 18.24% 2,862,950 $256M $89.47 -$10M +69,404 +2.5%
3 ED 17.22% 2,409,288 $242M $100.35 -$12M +110,666 +4.8%
4 POR 15.79% 5,459,258 $222M $40.63 $26M +1,058,623 +24.1%
5 EIX 15.74% 4,285,080 $221M $51.60 -$38M -110,652 -2.5%
6 PCG 10.09% 10,162,118 $142M $13.94 -$37M -266,210 -2.5%
7 PEG 4.36% 726,704 $61M $84.18 +726,704 NEW

New Positions

SymbolValue% Port
PEG $61M 4.36%
View SEC EDGAR Filings for ATLAS Infrastructure Partners (UK) Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms