Teilinger Capital as of March 31, 2025
Portfolio Holdings for Teilinger Capital
Teilinger Capital holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 36.4 | $737M | 6.8M | 108.38 | |
| Micron Technology Call Option (MU) | 29.7 | $602M | 6.9M | 86.89 | |
| Broadcom Call Option (AVGO) | 18.4 | $372M | 2.2M | 167.43 | |
| Microstrategy Cl A New (MSTR) | 6.8 | $137M | 476k | 288.27 | |
| Super Micro Computer Call Option | 4.0 | $80M | 2.3M | 34.24 | |
| Evergy (EVRG) | 2.6 | $52M | 750k | 68.95 | |
| Xcel Energy (XEL) | 1.3 | $26M | 360k | 70.79 | |
| PG&E Corporation (PCG) | 0.9 | $18M | 1.0M | 17.18 | |
| Dominion Resources (D) | 0.1 | $1.7M | 30k | 56.07 | |
| Net Power *w Exp 06/08/202 (NPWR.WS) | 0.0 | $7.6k | 25k | 0.30 |
