BE fund manager activity
Bloom Energy Corporation · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q3 2018 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | New | 7,204 | $2,180,651 | 0.00% | Aug 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | New | 17,422 | $5,273,639 | 0.01% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 40,838 | $12,361,663 | 0.11% | Aug 4, 2026 |
| Situational Awareness LP | Trimmed | 6,272,808 | $1,898,778,982 | 9.41% | Aug 14, 2026 |
| Torray Funds | Trimmed | 52,565 | $15,911,425 | 2.15% | Jul 30, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 1,608,305 | $486,833,924 | 3.91% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Trimmed | 136,320 | $18,470,000 | 0.63% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Polen Capital Management | Trimmed | 67,231 | $9,109,128 | 0.06% | May 14, 2026 |
| Situational Awareness LP | Trimmed | 6,485,408 | $878,707,930 | 22.8% | May 18, 2026 |
| Torray Funds | Added | 60,031 | $8,133,600 | 1.19% | May 1, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Added | 1,653,788 | $224,071,736 | 2.89% | May 15, 2026 |
Older quarters