13F HOLDINGS REPORT
Teilinger Capital Ltd.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001546531-25-000002
Total Value
$2.02B
Positions
17
Other Managers
3
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 4,237,700 | $459.3M | 22.69% |
| 2 | MICRON TECHNOLOGY INC | MU | 3,776,900 | $328.2M | 16.21% |
| 3 | NVIDIA CORPORATION | NVDA | 2,538,300 | $275.1M | 13.59% |
| 4 | MICRON TECHNOLOGY INC | MU | 3,151,700 | $273.9M | 13.53% |
| 5 | BROADCOM INC | AVGO | 1,294,500 | $216.7M | 10.71% |
| 6 | BROADCOM INC | AVGO | 926,600 | $155.1M | 7.66% |
| 7 | MICROSTRATEGY INC | STRK | 241,100 | $69.5M | 3.43% |
| 8 | SUPER MICRO COMPUTER INC | SMCI | 1,951,700 | $66.8M | 3.30% |
| 9 | MICROSTRATEGY INC | STRK | 230,000 | $66.3M | 3.28% |
| 10 | EVERGY INC | EVRG | 750,000 | $51.7M | 2.55% |
| 11 | XCEL ENERGY INC | XELLL | 360,000 | $25.5M | 1.26% |
| 12 | PG&E CORP | PCG-PX | 1,025,000 | $17.6M | 0.87% |
| 13 | SUPER MICRO COMPUTER INC | SMCI | 385,000 | $13.2M | 0.65% |
| 14 | NVIDIA CORPORATION | NVDA | 20,000 | $2.2M | 0.11% |
| 15 | DOMINION ENERGY INC | D | 30,000 | $1.7M | 0.08% |
| 16 | MICROSTRATEGY INC | STRK | 4,601 | $1.3M | 0.07% |
| 17 | NET POWER INC | NPWR-WT | 25,000 | $7,625 | 0.00% |