Teilinger Capital Ltd. Hedge Fund

Location: Houston, TX

CIK: 0001531879 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 13, 2026

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

Holdings (15)

New Positions (6)

SNDK SANDISK CORP 13.5%

Value $172M Shares 270,000 Est. Cost — Unrealized —

SNDK SANDISK CORP 13.5%

Value $172M Shares 270,000 Est. Cost — Unrealized —

BE BLOOM ENERGY CORP 7.5%

Value $95.22M Shares 702,800 Est. Cost — Unrealized —

PCG PG&E CORP 2.2%

Value $28.11M Shares 1,600,000 Est. Cost $16.39 Unrealized 0.0%

BE BLOOM ENERGY CORP 2.0%

Value $25.76M Shares 190,100 Est. Cost — Unrealized —

NRG NRG ENERGY INC 0.4%

Value $5.115M Shares 35,000 Est. Cost $158.48 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	270,000	$172M	13.5%	—	—	PUT	80004C200
SNDK	SANDISK CORP	270,000	$172M	13.5%	—	—	CALL	80004C200
BE	BLOOM ENERGY CORP	702,800	$95.22M	7.5%	—	—	PUT	093712107
PCG	PG&E CORP	1,600,000	$28.11M	2.2%	$16.39	0.0%	COM	69331C108
BE	BLOOM ENERGY CORP	190,100	$25.76M	2.0%	—	—	CALL	093712107
NRG	NRG ENERGY INC	35,000	$5.115M	0.4%	$158.48	0.0%	COM NEW	629377508

Increased Positions (5)

BABA ALIBABA GROUP HLDG LTD 18.2%

Value $231M (+205.0%) Shares 1,839,500 (+256.4%) Est. Cost $128.14 Unrealized —

BABA ALIBABA GROUP HLDG LTD 23.5%

Value $298M (+96.6%) Shares 2,373,000 (+129.7%) Est. Cost $128.14 Unrealized —

XEL XCEL ENERGY INC 4.1%

Value $52.43M (+100.0%) Shares 660,000 (+85.9%) Est. Cost $71.08 Unrealized +8.6%

DTE DTE ENERGY CO 3.8%

Value $48.25M (+55.9%) Shares 330,000 (+37.5%) Est. Cost $135.35 Unrealized +1.1%

BABA ALIBABA GROUP HLDG LTD 1.2%

Value $14.84M (+575.1%) Shares 118,304 (+688.7%) Est. Cost $128.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	1,839,500 (+256.4%)	$231M (+205.0%)	18.2%	$128.14	—	CALL	01609W102
BABA	ALIBABA GROUP HLDG LTD	2,373,000 (+129.7%)	$298M (+96.6%)	23.5%	$128.14	—	PUT	01609W102
XEL	XCEL ENERGY INC	660,000 (+85.9%)	$52.43M (+100.0%)	4.1%	$71.08	+8.6%	COM	98389B100
DTE	DTE ENERGY CO	330,000 (+37.5%)	$48.25M (+55.9%)	3.8%	$135.35	+1.1%	COM	233331107
BABA	ALIBABA GROUP HLDG LTD	118,304 (+688.7%)	$14.84M (+575.1%)	1.2%	$128.14	—	SPONSORED ADS	01609W102

Exited Positions (3)

MU MICRON TECHNOLOGY INC 15.8%

Value $200M Shares 701,600 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 3.8%

Value $48.52M Shares 170,000 Est. Cost — Unrealized —

EVRG EVERGY INC 2.5%

Value $31.17M Shares 430,000 Est. Cost $52.18 Unrealized +48.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	701,600	$200M	15.8%	—	—	PUT	595112103
MU	MICRON TECHNOLOGY INC	170,000	$48.52M	3.8%	—	—	CALL	595112103
EVRG	EVERGY INC	430,000	$31.17M	2.5%	$52.18	+48.1%	—	30034W106

Decreased Positions (3)

TSLA TESLA INC 4.1%

Value $52.05M (-95.0%) Shares 140,000 (-94.0%) Est. Cost — Unrealized —

TSLA TESLA INC 5.3%

Value $66.92M (-78.4%) Shares 180,000 (-73.9%) Est. Cost — Unrealized —

PPL PPL CORP 0.5%

Value $6.494M (-13.8%) Shares 170,000 (-20.9%) Est. Cost $35.62 Unrealized +1.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	140,000 (-94.0%)	$52.05M (-95.0%)	4.1%	—	—	PUT	88160R101
TSLA	TESLA INC	180,000 (-73.9%)	$66.92M (-78.4%)	5.3%	—	—	CALL	88160R101
PPL	PPL CORP	170,000 (-20.9%)	$6.494M (-13.8%)	0.5%	$35.62	+1.7%	COM	69351T106

Unchanged Positions (1)

NPWR/WS NET POWER INC 0.0%

Value $6,750 Shares 25,000 Est. Cost $3.36 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NPWR/WS	NET POWER INC	25,000	$6,750	0.0%	$3.36	—	*W EXP 06/08/202	64107A113