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
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $543.3M | 42.89% | +2,766,604 | +176.9% |
| 2 | SNDK | SANDISK CORP | $343.1M | 27.08% | +540,000 | NEW |
| 3 | BE | BLOOM ENERGY CORP | $121.0M | 9.55% | +892,900 | NEW |
| 4 | TSLA | TESLA INC | $119.0M | 9.39% | -2,690,000 | -89.4% |
| 5 | XEL | XCEL ENERGY INC | $52.4M | 4.14% | +305,000 | +85.9% |
| 6 | DTE | DTE ENERGY CO | $48.3M | 3.81% | +90,000 | +37.5% |
| 7 | PCG | PG&E CORP | $28.1M | 2.22% | +1,600,000 | NEW |
| 8 | PPL | PPL CORP | $6.5M | 0.51% | -45,000 | -20.9% |
| 9 | NRG | NRG ENERGY INC | $5.1M | 0.40% | +35,000 | NEW |
| 10 | NPWR/WS | NET POWER INC | $7K | 0.00% | — | HELD |
| 11 | MU | MICRON TECHNOLOGY INC | — | — | -871,600 | EXITED |
| 12 | EVRG | EVERGY INC | — | — | -430,000 | EXITED |
Source: SEC EDGAR · accession 0001546531-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.