Teilinger Capital Ltd. Hedge Fund

CIK: 0001531879 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $1,927,589 (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (6)

TSLA TESLA INC 54.1%

Value ($000) $1,043,350 Shares 2,320,000 Est. Cost — Unrealized —

TSLA TESLA INC 16.1%

Value ($000) $310,307 Shares 690,000 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 10.4%

Value ($000) $200,244 Shares 701,600 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 2.5%

Value ($000) $48,520 Shares 170,000 Est. Cost — Unrealized —

DTE DTE ENERGY CO 1.6%

Value ($000) $30,955 Shares 240,000 Est. Cost $134.80 Unrealized 0.0%

BABA ALIBABA GROUP HLDG LTD 0.1%

Value ($000) $2,199 Shares 15,000 Est. Cost $146.58 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	2,320,000	$1,043,350	54.1%	—	—	PUT	88160R101
TSLA	TESLA INC	690,000	$310,307	16.1%	—	—	CALL	88160R101
MU	MICRON TECHNOLOGY INC	701,600	$200,244	10.4%	—	—	PUT	595112103
MU	MICRON TECHNOLOGY INC	170,000	$48,520	2.5%	—	—	CALL	595112103
DTE	DTE ENERGY CO	240,000	$30,955	1.6%	$134.80	0.0%	COM	233331107
BABA	ALIBABA GROUP HLDG LTD	15,000	$2,199	0.1%	$146.58	—	SPONSORED ADS	01609W102

Increased Positions (4)

BABA ALIBABA GROUP HLDG LTD 7.9%

Value ($000) $151,417 (+6623.7%) Shares 1,033,000 (+8098.4%) Est. Cost $146.58 Unrealized —

BABA ALIBABA GROUP HLDG LTD 3.9%

Value ($000) $75,665 (+284.5%) Shares 516,200 (+368.8%) Est. Cost $146.58 Unrealized —

XEL XCEL ENERGY INC 1.4%

Value ($000) $26,220 (+58.6%) Shares 355,000 (+73.2%) Est. Cost $65.84 Unrealized +18.9%

PPL PPL CORP 0.4%

Value ($000) $7,529 (+76.2%) Shares 215,000 (+87.0%) Est. Cost $35.62 Unrealized +0.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	1,033,000 (+8098.4%)	$151,417 (+6623.7%)	7.9%	$146.58	—	PUT	01609W102
BABA	ALIBABA GROUP HLDG LTD	516,200 (+368.8%)	$75,665 (+284.5%)	3.9%	$146.58	—	CALL	01609W102
XEL	XCEL ENERGY INC	355,000 (+73.2%)	$26,220 (+58.6%)	1.4%	$65.84	+18.9%	COM	98389B100
PPL	PPL CORP	215,000 (+87.0%)	$7,529 (+76.2%)	0.4%	$35.62	+0.6%	COM	69351T106

Exited Positions (3)

ETR ENTERGY CORP NEW 0.9%

Value ($000) $17,706 Shares 190,000 Est. Cost $82.51 Unrealized +14.6%

NEE NEXTERA ENERGY INC 0.3%

Value ($000) $6,039 Shares 80,000 Est. Cost $72.21 Unrealized +14.2%

PCG PG&E CORP 0.2%

Value ($000) $4,524 Shares 300,000 Est. Cost $17.19 Unrealized -7.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ETR	ENTERGY CORP NEW	190,000	$17,706	0.9%	$82.51	+14.6%	—	29364G103
NEE	NEXTERA ENERGY INC	80,000	$6,039	0.3%	$72.21	+14.2%	—	65339F101
PCG	PG&E CORP	300,000	$4,524	0.2%	$17.19	-7.4%	—	69331C108

Decreased Positions (1)

EVRG EVERGY INC 1.6%

Value ($000) $31,171 (-29.3%) Shares 430,000 (-25.9%) Est. Cost $52.18 Unrealized +44.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EVRG	EVERGY INC	430,000 (-25.9%)	$31,171 (-29.3%)	1.6%	$52.18	+44.6%	COM	30034W106

Unchanged Positions (1)

NPWR/WS NET POWER INC 0.0%

Value ($000) $13 Shares 25,000 Est. Cost $3.36 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NPWR/WS	NET POWER INC	25,000	$13	0.0%	$3.36	—	*W EXP 06/08/202	64107A113