Institutional
Teilinger Capital Ltd.
CIK 0001531879
$1.27B
Reported AUM
10
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Teilinger Capital Ltd. · Q1 2026
AI · grounded in 13F
Teilinger Capital Ltd. established a new position in SNDK valued at $343.1M. The fund also opened new stakes in BE for $121M and PCG for $28.1M. These additions coincided with the complete exit of positions in MU, totaling a reduction of $248.8M, and EVRG for $31.2M. Additionally, the fund increased its holdings in BABA by 176.9% and XEL by 85.9%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $115.00 | -0.17% | -0.70% | -26.70% | $543.3M | 42.89% | — | HELD |
| 2 | SNDK | SANDISK CORP | $1013.47 | -7.54% | 2552.07% | 2202.25% | $343.1M | 27.08% | — | HELD |
| 3 | BE | BLOOM ENERGY CORP | $163.83 | -1.80% | 354.36% | 678.90% | $121.0M | 9.55% | — | HELD |
| 4 | TSLA | TESLA INC | $298.44 | -2.93% | 1.59% | 25.36% | $119.0M | 9.39% | — | HELD |
| 5 | XEL | XCEL ENERGY INC | $78.75 | -1.97% | 12.71% | 37.05% | $52.4M | 4.14% | — | HELD |
| 6 | DTE | DTE ENERGY CO | $143.52 | -1.75% | 7.19% | 40.62% | $48.3M | 3.81% | — | HELD |
| 7 | PCG | PG&E CORP | $17.71 | -0.39% | 27.26% | 97.28% | $28.1M | 2.22% | — | HELD |
| 8 | PPL | PPL CORP | $35.70 | -1.73% | 5.11% | 48.01% | $6.5M | 0.51% | — | HELD |
| 9 | NRG | NRG ENERGY INC | $124.26 | -2.59% | -23.24% | 217.40% | $5.1M | 0.40% | — | HELD |
| 10 | NPWR/WS | NET POWER INC | — | — | — | — | $7K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001546531-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.