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Teilinger Capital Ltd.

· CIK 0001531879
13F Portfolio $1.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA PUT TESLA INC Consumer Cyclical 2,320,000.0 $1.04B 54.13% NEW $449.72 -1.4%
2 TSLA CALL TESLA INC Consumer Cyclical 690,000.0 $310.3M 16.10% NEW $449.72 -1.4%
3 MU PUT MICRON TECHNOLOGY INC Technology 701,600.0 $200.2M 10.39% NEW $285.41 +171.9%
4 PUT ALIBABA GROUP HLDG LTD 1,033,000.0 $151.4M 7.86% NEW $146.58
5 CALL ALIBABA GROUP HLDG LTD 516,200.0 $75.7M 3.92% NEW $146.58
6 MU CALL MICRON TECHNOLOGY INC Technology 170,000.0 $48.5M 2.52% NEW $285.41 +171.9%
7 EVRG EVERGY INC Utilities 430,000.0 $31.2M 1.62% NEW $72.49 +14.1%
8 DTE DTE ENERGY CO Utilities 240,000.0 $31.0M 1.61% NEW $128.98 +11.5%
9 XEL XCEL ENERGY INC Utilities 355,000.0 $26.2M 1.36% NEW $73.86 +8.4%
10 PPL PPL CORP Utilities 215,000.0 $7.5M 0.39% NEW $35.02 +2.2%
11 ALIBABA GROUP HLDG LTD 15,000.0 $2.2M 0.11% NEW $146.58
12 NPWR NET POWER INC Industrials 25,000.0 $12K 0.00% NEW $0.50 +344.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 100.0%
Industrials 0.0%