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Teilinger Capital Ltd.

· CIK 0001531879
13F Portfolio $1.3B AUM 15 positions Filed May 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 PUT ALIBABA GROUP HLDG LTD 2,373,000.0 $297.7M 23.50% +1.3M +129.7% $125.46
2 CALL ALIBABA GROUP HLDG LTD 1,839,500.0 $230.8M 18.22% +1.3M +256.4% $125.46
3 SNDK PUT SANDISK CORP Technology 270,000.0 $171.5M 13.54% NEW $635.34 +117.6%
4 SNDK CALL SANDISK CORP Technology 270,000.0 $171.5M 13.54% NEW $635.34 +117.6%
5 BE PUT BLOOM ENERGY CORP Industrials 702,800.0 $95.2M 7.52% NEW $135.49 +103.7%
6 TSLA CALL TESLA INC Consumer Cyclical 180,000.0 $66.9M 5.28% -510K -73.9% $371.75 +19.2%
7 XEL XCEL ENERGY INC Utilities 660,000.0 $52.4M 4.14% +305K +85.9% $79.44 +0.7%
8 TSLA PUT TESLA INC Consumer Cyclical 140,000.0 $52.0M 4.11% -2.2M -94.0% $371.75 +19.2%
9 DTE DTE ENERGY CO Utilities 330,000.0 $48.3M 3.81% +90K +37.5% $146.22 -1.7%
10 PCG PG&E CORP Utilities 1,600,000.0 $28.1M 2.22% NEW $17.57 -4.3%
11 BE CALL BLOOM ENERGY CORP Industrials 190,100.0 $25.8M 2.03% NEW $135.49 +103.7%
12 ALIBABA GROUP HLDG LTD 118,304.0 $14.8M 1.17% +103K +688.7% $125.46
13 PPL PPL CORP Utilities 170,000.0 $6.5M 0.51% -45K -20.9% $38.20 -6.3%
14 NRG NRG ENERGY INC Utilities 35,000.0 $5.1M 0.40% NEW $146.14 -7.8%
15 NPWR NET POWER INC Industrials 25,000.0 $7K 0.00% $0.27 +722.2%

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%