§ 13F · FUND PROFILE
Teilinger Capital Ltd..
AUM · $714M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 96K | $218M | 30.5% | −82% |
| 2 | BABA | ALIBABA GROUP HLDG LTD | 1.53M | $147M | 20.6% | −40% |
| 3 | BE | BLOOM ENERGY CORP | 334K | $101M | 14.2% | −62% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 985K | $95M | 13.2% | — |
| 5 | XEL | XCEL ENERGY INC | 670K | $54M | 7.5% | +2% |
| 6 | DTE | DTE ENERGY CO | 340K | $52M | 7.3% | +3% |
| 7 | PCG | PG&E CORP | 1.75M | $29M | 4.1% | +9% |
| 8 | NRG | NRG ENERGY INC | 70K | $10M | 1.4% | +100% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 64K | $6M | 0.9% | — |
| 10 | BE | BLOOM ENERGY CORP | 6K | $2M | 0.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TEILINGER SIGNAL
AC read
Teilinger Capital Ltd. is a Other fund managing $714 million in assets. The fund runs a focused portfolio of just 11 positions.
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