Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Teilinger Capital Ltd. (CIK 1531879) reported $1.27B across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BABA ($543.3M, 42.89%), SNDK ($343.1M, 27.08%), BE ($121.0M, 9.55%), TSLA ($119.0M, 9.39%), XEL ($52.4M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $543.3M | 42.89% | 4.3M | Added |
| 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% | 320,000 | Trimmed |
| 5 | XEL | XCEL ENERGY INC | $52.4M | 4.14% | 660,000 | Added |
| 6 | DTE | DTE ENERGY CO | $48.3M | 3.81% | 330,000 | Added |
| 7 | PCG | PG&E CORP | $28.1M | 2.22% | 1.6M | New |
| 8 | PPL | PPL CORP | $6.5M | 0.51% | 170,000 | Trimmed |
| 9 | NRG | NRG ENERGY INC | $5.1M | 0.40% | 35,000 | New |
| 10 | EVRG | EVERGY INC | $0 | 0.00% | 0 | Exited |
| 11 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 12 | NPWR/WS | NET POWER INC | $6,750 | 0.00% | 25,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31