Teilinger Capital Ltd. Hedge Fund

Location: Houston, TX

CIK: 0001531879 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $1.267B (100.0% shares, 0.0% debt)

Holdings (15)

BABA ALIBABA GROUP HLDG LTD 23.5%

Value $298M Shares 2,373,000 Share Price $125.46 Est. Cost/Share $128.14 Unrealized @ Report Date —

BABA ALIBABA GROUP HLDG LTD 18.2%

Value $231M Shares 1,839,500 Share Price $125.46 Est. Cost/Share $128.14 Unrealized @ Report Date —

SNDK SANDISK CORP 13.5%

Value $172M Shares 270,000 Share Price $635.34 Est. Cost/Share — Unrealized @ Report Date —

SNDK SANDISK CORP 13.5%

Value $172M Shares 270,000 Share Price $635.34 Est. Cost/Share — Unrealized @ Report Date —

BE BLOOM ENERGY CORP 7.5%

Value $95.22M Shares 702,800 Share Price $135.49 Est. Cost/Share — Unrealized @ Report Date —

TSLA TESLA INC 5.3%

Value $66.92M Shares 180,000 Share Price $371.75 Est. Cost/Share — Unrealized @ Report Date —

XEL XCEL ENERGY INC 4.1%

Value $52.43M Shares 660,000 Share Price $79.44 * Est. Cost/Share $71.08 Unrealized @ Report Date +8.6%

TSLA TESLA INC 4.1%

Value $52.05M Shares 140,000 Share Price $371.75 Est. Cost/Share — Unrealized @ Report Date —

DTE DTE ENERGY CO 3.8%

Value $48.25M Shares 330,000 Share Price $146.22 * Est. Cost/Share $135.35 Unrealized @ Report Date +1.1%

PCG PG&E CORP 2.2%

Value $28.11M Shares 1,600,000 Share Price $17.57 * Est. Cost/Share $16.39 Unrealized @ Report Date 0.0%

BE BLOOM ENERGY CORP 2.0%

Value $25.76M Shares 190,100 Share Price $135.49 Est. Cost/Share — Unrealized @ Report Date —

BABA ALIBABA GROUP HLDG LTD 1.2%

Value $14.84M Shares 118,304 Share Price $125.46 Est. Cost/Share $128.14 Unrealized @ Report Date —

PPL PPL CORP 0.5%

Value $6.494M Shares 170,000 Share Price $38.20 * Est. Cost/Share $35.62 Unrealized @ Report Date +1.7%

NRG NRG ENERGY INC 0.4%

Value $5.115M Shares 35,000 Share Price $146.14 * Est. Cost/Share $158.48 Unrealized @ Report Date 0.0%

NPWR/WS NET POWER INC 0.0%

Value $6,750 Shares 25,000 Share Price $0.27 Est. Cost/Share $3.36 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,373,000	$298M	23.5%	$125.46	$128.14	—	Put	01609W102
BABA	ALIBABA GROUP HLDG LTD	1,839,500	$231M	18.2%	$125.46	$128.14	—	Call	01609W102
SNDK	SANDISK CORP	270,000	$172M	13.5%	$635.34	—	—	Put	80004C200
SNDK	SANDISK CORP	270,000	$172M	13.5%	$635.34	—	—	Call	80004C200
BE	BLOOM ENERGY CORP	702,800	$95.22M	7.5%	$135.49	—	—	Put	093712107
TSLA	TESLA INC	180,000	$66.92M	5.3%	$371.75	—	—	Call	88160R101
XEL	XCEL ENERGY INC	660,000	$52.43M	4.1%	$79.44 *	$71.08	+8.6%	COM	98389B100
TSLA	TESLA INC	140,000	$52.05M	4.1%	$371.75	—	—	Put	88160R101
DTE	DTE ENERGY CO	330,000	$48.25M	3.8%	$146.22 *	$135.35	+1.1%	COM	233331107
PCG	PG&E CORP	1,600,000	$28.11M	2.2%	$17.57 *	$16.39	0.0%	COM	69331C108
BE	BLOOM ENERGY CORP	190,100	$25.76M	2.0%	$135.49	—	—	Call	093712107
BABA	ALIBABA GROUP HLDG LTD	118,304	$14.84M	1.2%	$125.46	$128.14	—	SPONSORED ADS	01609W102
PPL	PPL CORP	170,000	$6.494M	0.5%	$38.20 *	$35.62	+1.7%	COM	69351T106
NRG	NRG ENERGY INC	35,000	$5.115M	0.4%	$146.14 *	$158.48	0.0%	COM NEW	629377508
NPWR/WS	NET POWER INC	25,000	$6,750	0.0%	$0.27	$3.36	—	*W EXP 06/08/202	64107A113