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BE

Bloom Energy Corporation · XNYS

Season
Q2 2026 · as of Jun 30
Holders
6 of 97 filed · prev 5
Median weight
1.13%
Sector
Technology
Type
equity · US

Moves5 this quarter

Streakslongest holders · 32 quarters on record

  1. Whale Rock Alex Sacerdote, founder 3.9%6 quarters
  2. Torray James Bailey, portfolio manager 2.1%6 quarters
  3. Polen Dan Davidowitz, portfolio manager 0.1%5 quarters
  4. Situational Leopold Aschenbrenner, founder 9.4%3 quarters
  5. Baron Ron Baron, CEO 0.0%new

The record for BE begins Q3 2018: 32 quarters.

Over time30 quarters, Q3 2018 to Q2 2026

Managers holding6 Q2 2026

Largest weight9.4% Q2 2026

Holders6 of 97 filed · 1 exited

SituationalLeopold Aschenbrenner, founder9.41%6,272,808$1.9Btrimmed−3%−13.38 pp3 q
Whale RockAlex Sacerdote, founder3.91%1,608,305$487Mtrimmed−3%−1.02 pp6 q
TorrayJames Bailey, portfolio manager2.15%52,565$16Mtrimmed−12%−0.96 pp6 q
PolenDan Davidowitz, portfolio manager0.11%40,838$12Mtrimmed−39%−0.05 pp5 q
BaronRon Baron, CEO0.00%7,204$2Mnew—new
Baillie0.00%52$15,740new—new
DuquesneStanley Druckenmiller, portfolio manager———exited−0.63 pp—