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ATLAS Infrastructure Partners (UK) Ltd.

Q3 2025 · Filed 2025-11-14
Market Value
$1.9B
+32.5%
Holdings
9
+2
New Purchases
2
Added To
5
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMRAF 9.43% 0.00% +9.43% $175M
PEG 11.52% 4.36% +7.16% $214M
UNP 6.55% 0.00% +6.55% $122M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EXC 12.02% 18.56% -6.54% $224M
POR 10.36% 15.79% -5.43% $193M
PNW 14.90% 18.24% -3.34% $277M
ED 14.19% 17.22% -3.02% $264M
EIX 12.76% 15.74% -2.98% $237M
PCG 8.26% 10.09% -1.82% $154M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $1.7B 89.6%
Mid Cap 1 $193M 10.4%

Portfolio Analytics

Avg Market Cap
$42.2B
Median Market Cap
$36.3B
Avg P/E
17.4
Median P/E
18.3
Avg Dividend Yield
0.03%
Avg Beta
0.52
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PNW 14.90% 3,091,893 $277M $89.66 $21M +228,943 +8.0%
2 ED 14.19% 2,626,760 $264M $100.52 $22M +217,472 +9.0%
3 EIX 12.76% 4,294,744 $237M $55.28 $16M +9,664 +0.2%
4 EXC 12.02% 4,967,487 $224M $45.01 -$37M -1,036,321 -17.3%
5 PEG 11.52% 2,567,724 $214M $83.46 $153M +1,841,020 +253.3%
6 POR 10.36% 4,382,492 $193M $44.00 -$29M -1,076,766 -19.7%
7 EMRAF 9.43% 3,658,041 $175M $47.96 +3,658,041 NEW
8 PCG 8.26% 10,195,512 $154M $15.08 $12M +33,394 +0.3%
9 UNP 6.55% 515,643 $122M $236.37 +515,643 NEW

New Positions

SymbolValue% Port
EMRAF $175M 9.43%
UNP $122M 6.55%
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