ATLAS INFRASTRUCTURE PARTNERS UK LTD
Q2 2026 Form 13-F
LONDON
CIK 0001924953
· CRD 288560
· SEC-registered investment adviser
$3.3B Reported Value Total
ATLAS INFRASTRUCTURE reports 4 total accounts under management (AUM). There are 4 discretionary accounts valued at $1,882,988,257, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $2.1B gross asset value
Other: $2.1B
Source: Form ADV filed 2026-09-22
Reported value
$3.3B
Quarter over quarter
+1.7%
Holdings
11
Top-10 concentration
97.2%
Key People
Form ADV owners & control persons
David Francis Bentley
PARTNER
Roderick Gregory Chisholm
PARTNER
Clinton Leigh Joyner
PARTNER AND CHIEF OPERATING OFFICER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $3.3B |
| Positions | 11 |
| Change in reported value | +16.2% |
| New positions | 3 |
| Exited positions | 1 |
| Position turnover | 33.3% |
| Top-10 concentration | 97.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
11 | $3.3B |
|
Q1 2026 13F
Filed May 15, 2026
|
9 | $2.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
9 | $2.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
9 | $1.9B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
7 | $1.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
6 | $1.4B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
6 | $416.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
5 | $1.4B |
|
Q2 2024 13F
Filed Aug 12, 2024
|
6 | $1.2B |
|
Q1 2024 13F
Filed May 13, 2024
|
6 | $1.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
6 | $1.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
5 | $1.0B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
6 | $1.2B |
|
Q1 2023 13F
Filed May 15, 2023
|
5 | $888.0M |
|
Q4 2022 13F
Filed Jan 17, 2023
|
5 | $485.9M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
5 | $505.4M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
5 | $589.3M |
|
Q1 2022 13F
Filed May 16, 2022
|
5 | $663.9M |
|
Q4 2021 13F
Filed Apr 22, 2022
|
5 | $645.5M |
Top 11 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | PNW PINNACLE WEST CAP CORP | $570.5M | 17.3% |
| 2 | PEG PUBLIC SVC ENTERPRISE GROUP | $500.2M | 15.17% |
| 3 | ED CONSOLIDATED EDISON INC | $378.2M | 11.47% |
| 4 | EMA EMERA INC | $374.8M | 11.36% |
| 5 | EXC EXELON CORP | $361.3M | 10.96% |
| 6 | EIX EDISON INTL | $285.9M | 8.67% |
| 7 | HTO H2O AMERICA | $280.3M | 8.5% |
| 8 | PCG PG&E CORP | $262.9M | 7.97% |
| 9 | CWT CALIFORNIA WTR SVC GROUP | $96.6M | 2.93% |
| 10 | SBAC SBA COMMUNICATIONS CORP | $94.0M | 2.85% |
| 11 | AVA AVISTA CORP | $93.7M | 2.84% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.