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Portfolio (Quarterly) Guide ↗

Teilinger Capital Ltd.

· CIK 0001531879
13F Portfolio $1.3B AUM 15 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 5 Added 3 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 2,373,000.0 $297.7M 23.50% +1.3M +129.7% $125.46 -14.7%
2 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,839,500.0 $230.8M 18.22% +1.3M +256.4% $125.46 -14.7%
3 XEL XCEL ENERGY INC Utilities 660,000.0 $52.4M 4.14% +305K +85.9% $79.44 -2.5%
4 DTE DTE ENERGY CO Utilities 330,000.0 $48.3M 3.81% +90K +37.5% $146.22 +0.9%
5 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 118,304.0 $14.8M 1.17% +103K +688.7% $125.46 -14.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 90.4%
Consumer Cyclical 9.6%