13FBOX
Teilinger Capital Ltd. · 13F Holdings
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Teilinger Capital Ltd.

No.3424 Data as of 2026Q2
Latest AUM (Q2 2026)
$714.2M
QoQ Change Q1 2026
-$552.5M-43.6%
Holdings
8
New Buys
0
Adds
4
Reduces
3
Exits
2
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALIBABA GROUP HLDG LTDBABA
34.72%42.89%$248.0M2.6M$543.3M4.3M-1.7M-40.34%Reduce
SSANDISK CORP COMSNDK
30.53%27.08%$218.1M95,900$343.1M540,000-444,100-82.24%Reduce
BLOOM ENERGY CORPBE
14.41%9.55%$102.9M340,000$121.0M892,900-552,900-61.92%Reduce
XCEL ENERGY INC COMXEL
7.53%4.14%$53.8M670,000$52.4M660,000+10,000+1.52%Add
DTE ENERGY CO COMDTE
7.25%3.81%$51.8M340,000$48.3M330,000+10,000+3.03%Add
PG&E CORPPCG
4.12%2.22%$29.4M1.8M$28.1M1.6M+150,000+9.38%Add
NNRG ENERGY INCNRG
1.43%0.4%$10.2M70,000$5.1M35,000+35,000+100.00%Add
NNET POWER INCNPWR/WS
<0.01%<0.01%$7,25025,000$6,75025,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow