本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Teilinger Capital Ltd. (CIK 1531879) reported $714.2M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BABA ($248.0M, 34.72%), SNDK ($218.1M, 30.53%), BE ($102.9M, 14.41%), XEL ($53.8M, 7.53%), DTE ($51.8M, 7.25%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30