ATLAS Infrastructure Partners (UK) Ltd.

CIK 0001924953 · Q2 2026

13F Equity AUM

$3.3B

+16.1% QoQ

Positions

+2 QoQ

AUM Rank

#1,124

Top 13%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #4,400 · Top 53%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 66.3%Top 10: 97.2%Top 20: 100.0%

PNW17.3%

PEG15.2%

ED11.5%

EMA11.4%

PEO11.0%

EIX8.7%

HTO8.5%

PCG8.0%

CWT2.9%

SBAC2.9%

Others (1)2.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Utilities97.2%

Real Estate2.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 11Median: 8.67%Avg: 9.09%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

3(8.6%)

3–5%

0(0.0%)

5%+

8(91.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 11vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased6Decreased2Exited1

New Positions

PEO11.0%

+7.8M

CWT2.9%

+2.0M

AVA2.8%

+2.3M

Increased

PCG8.0%

+2.3M(+17%)

PEG15.2%

+2.1M(+52%)

ED11.5%

+371K(+12%)

PNW17.3%

+258K(+5%)

EIX8.7%

+198K(+5%)

HTO8.5%

+80K(+2%)

Decreased

EMA11.4%

-1,898,159(-21%)

SBAC2.9%

-501,953(-49%)

Exited

UNP

-1,015,731

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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