Teilinger Capital Ltd. 13F Holdings · Q2 2026
Teilinger Capital Ltd. reported 6 securities worth $714.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BABA (34.72%), SNDK (30.53%), BE (14.41%). Among its top 25 positions this quarter: 4 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $248.0M | 34.72% | 2.6M | Trimmed |
| 2 | SNDK | SANDISK CORP | $218.1M | 30.53% | 95,900 | Trimmed |
| 3 | BE | BLOOM ENERGY CORP | $102.9M | 14.41% | 340,000 | Trimmed |
| 4 | XEL | XCEL ENERGY INC | $53.8M | 7.53% | 670,000 | Added |
| 5 | DTE | DTE ENERGY CO | $51.8M | 7.25% | 340,000 | Added |
| 6 | PCG | PG&E CORP | $29.4M | 4.12% | 1.8M | Added |
| 7 | NRG | NRG ENERGY INC | $10.2M | 1.43% | 70,000 | Added |
| 8 | NPWRWS | NET POWER INC | $7,250 | 0.00% | 25,000 | Hold |
| 9 | PPL | PPL CORP | $0 | 0.00% | 0 | Exited |
| 10 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR