Teilinger Capital Ltd.
Top Portfolio Positions
9 positions ·
$1,266,769,190 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
4,330,804 | $543,342,669 | 42.89% |
| SNDK |
Sandisk Corp
Technology
|
540,000 | $343,083,600 | 27.08% |
| BE |
Bloom Energy Corp
Industrials
|
892,900 | $120,979,021 | 9.55% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
320,000 | $118,960,000 | 9.39% |
| XEL |
Xcel Energy Inc
Utilities
|
660,000 | $52,430,400 | 4.14% |
| DTE |
Dte Energy Co
Utilities
|
330,000 | $48,252,600 | 3.81% |
| PCG |
PG&E Corp
Utilities
|
1,600,000 | $28,112,000 | 2.22% |
| PPL |
PPL Corp
Utilities
|
170,000 | $6,494,000 | 0.51% |
| NRG |
Nrg Energy, Inc.
Utilities
|
35,000 | $5,114,900 | 0.40% |
Portfolio Trend
Holdings in DTE
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,252,600 | 330,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $30,955,200 | 240,000 | Shares | Defined | 2026-02-13 | |
| 2022-12-31 | $19,944,841 | 169,700 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,753,800 | 276,000 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $28,544,100 | 225,200 | Shares | Defined | 2022-08-15 | |
| 2020-06-30 | $13,403,197 | 146,500 | Shares | Defined | 2020-08-06 | |
| No quarters match your search. | ||||||