13F HOLDINGS REPORT
Teilinger Capital Ltd.
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001531879-25-000031
Total Value
$569.7M
Positions
17
Other Managers
3
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSTRATEGY INC | STRK | 544,100 | $157.6M | 27.66% |
| 2 | MICROSTRATEGY INC | STRK | 489,000 | $141.6M | 24.86% |
| 3 | TESLA INC | TSLA | 134,000 | $54.1M | 9.50% |
| 4 | TESLA INC | TSLA | 114,000 | $46.0M | 8.08% |
| 5 | EVERGY INC | EVRG | 650,000 | $40.0M | 7.02% |
| 6 | PAYPAL HLDGS INC | PYPL | 423,900 | $36.2M | 6.35% |
| 7 | MICROSTRATEGY INC | STRK | 65,000 | $18.8M | 3.30% |
| 8 | XCEL ENERGY INC | XELLL | 250,000 | $16.9M | 2.96% |
| 9 | PPL CORP | PPLC | 490,000 | $15.9M | 2.79% |
| 10 | PG&E CORP | PCG-PX | 500,000 | $10.1M | 1.77% |
| 11 | EVERSOURCE ENERGY | ES | 150,000 | $8.6M | 1.51% |
| 12 | NRG ENERGY INC | NRG | 90,000 | $8.1M | 1.43% |
| 13 | CENTERPOINT ENERGY INC | CNP | 160,000 | $5.1M | 0.89% |
| 14 | CHENIERE ENERGY INC | LNG | 19,000 | $4.1M | 0.72% |
| 15 | SUNNOVA ENERGY INTL INC. | 86745K104 | 1,045,991 | $3.6M | 0.63% |
| 16 | SUPER MICRO COMPUTER INC | SMCI | 93,200 | $2.8M | 0.50% |
| 17 | NET POWER INC | NPWR-WT | 25,000 | $89,982 | 0.02% |