ATLAS Infrastructure Partners (UK) Ltd.

CIK 0001924953 · Q1 2026

13F Equity AUM

$2.8B

+42.4% QoQ

Positions

0 QoQ

AUM Rank

#1,449

Top 12%

Skill Alpha (FF)

-3.5%/yr^ns

No Clear Edge

Rank #6,669 · Top 81%

vs S&P -8.8%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 67.4%Top 10: 100.0%Top 20: 100.0%

PNW18.0%

EMA16.4%

ED12.2%

PEG11.5%

EIX9.4%

HTO9.4%

UNP8.7%

PCG8.3%

SBAC6.3%

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

Sector Allocation

Utilities85.0%

Industrials8.7%

Real Estate6.3%

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

Position Sizing

Positions: 9Median: 9.38%Avg: 11.11%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

9(100.0%)

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

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Portfolio Overlap

Shared: 9Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

MORGAN STANLEY

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.2%

STATE STREET CORP

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

FMR LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased6Decreased2Exited1

New Positions

SBAC6.3%

+1.0M

Increased

HTO9.4%

+3.9M(+676%)

EMA16.4%

+3.1M(+53%)

PEG11.5%

+1.1M(+39%)

PNW18.0%

+613K(+14%)

ED12.2%

+206K(+7%)

UNP8.7%

+106K(+12%)

Decreased

PCG8.3%

-785,290(-6%)

EIX9.4%

-257,776(-7%)

Exited

POR

-1,938,334

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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