13F HOLDINGS REPORT
Teilinger Capital Ltd.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001546531-26-000002
Total Value
$1.93B
Positions
12
Other Managers
3
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 2,320,000 | $1.04B | 54.13% |
| 2 | TESLA INC | TSLA | 690,000 | $310.3M | 16.10% |
| 3 | MICRON TECHNOLOGY INC | MU | 701,600 | $200.2M | 10.39% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 1,033,000 | $151.4M | 7.86% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 516,200 | $75.7M | 3.93% |
| 6 | MICRON TECHNOLOGY INC | MU | 170,000 | $48.5M | 2.52% |
| 7 | EVERGY INC | EVRG | 430,000 | $31.2M | 1.62% |
| 8 | DTE ENERGY CO | DTK | 240,000 | $31.0M | 1.61% |
| 9 | XCEL ENERGY INC | XELLL | 355,000 | $26.2M | 1.36% |
| 10 | PPL CORP | PPLC | 215,000 | $7.5M | 0.39% |
| 11 | ALIBABA GROUP HLDG LTD | BBAAY | 15,000 | $2.2M | 0.11% |
| 12 | NET POWER INC | NPWR-WT | 25,000 | $12,500 | 0.00% |