Home/Smart Money/Teilinger Capital Ltd.
§ 13F · FUND PROFILE

Teilinger Capital Ltd..

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 9Turnover · · Q1Filed · May 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$300M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 13, 2026
#TickerNameShares$ value% portΔ Q1
1BABAALIBABA GROUP HLDG LTD2.37M$298M23.5%+177%
2BABAALIBABA GROUP HLDG LTD1.84M$231M18.2%
3SNDKSANDISK CORP270K$172M13.5%NEW
4SNDKSANDISK CORP270K$172M13.5%
5BEBLOOM ENERGY CORP703K$95M7.5%NEW
6TSLATESLA INC180K$67M5.3%−89%
7XELXCEL ENERGY INC660K$52M4.1%+86%
8TSLATESLA INC140K$52M4.1%
9DTEDTE ENERGY CO330K$48M3.8%+38%
10PCGPG&E CORP1.60M$28M2.2%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE TEILINGER SIGNAL

AC read

Teilinger Capital Ltd. is a Other fund managing $115 million in assets. The fund runs a focused portfolio of just 9 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Teilinger Capital Ltd. 13F Holdings & Portfolio Analysis | Acid Capitalist