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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $121.06 | -3.88% | 3.12% | -34.69% | $543.3M | 42.89% | +2,766,604 | +176.9% |
| 2 | SNDK | SANDISK CORP | $1559.32 | -11.39% | 3882.94% | 3175.19% | $343.1M | 27.08% | +540,000 | NEW |
| 3 | BE | BLOOM ENERGY CORP | $263.61 | -9.53% | 1110.33% | 1109.22% | $121.0M | 9.55% | +892,900 | NEW |
| 4 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $119.0M | 9.39% | −2,690,000 | −89.4% |
| 5 | XEL | XCEL ENERGY INC | $79.04 | 1.63% | 19.02% | 34.82% | $52.4M | 4.14% | +305,000 | +85.9% |
| 6 | DTE | DTE ENERGY CO | $145.77 | 2.13% | 12.55% | 45.18% | $48.3M | 3.81% | +90,000 | +37.5% |
| 7 | PCG | PG&E CORP | $17.11 | 1.72% | 10.44% | 97.47% | $28.1M | 2.22% | +1,600,000 | NEW |
| 8 | PPL | PPL CORP | $35.74 | 1.65% | 8.34% | 49.43% | $6.5M | 0.51% | −45,000 | −20.9% |
| 9 | NRG | NRG ENERGY INC | $129.20 | -3.14% | -16.20% | 258.80% | $5.1M | 0.40% | +35,000 | NEW |
| 10 | NPWR/WS | NET POWER INC | — | — | — | — | $7K | 0.00% | — | HELD |
| 11 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | — | — | −871,600 | EXITED |
| 12 | EVRG | EVERGY INC | $83.27 | 1.69% | 32.21% | 55.71% | — | — | −430,000 | EXITED |
Source: SEC EDGAR · accession 0001546531-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.