BE position history
The shares of Bloom Energy (BE) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 68,316 shares, $1.6M, <0.01% of portfolio, New
- 2025 Q3: 131,390 shares, $11M, 0.04% of portfolio, Add +92.3%
- 2025 Q4: 75,434 shares, $6.6M, 0.03% of portfolio, Reduce −42.6%
- 2026 Q1: 67,231 shares, $9.1M, 0.06% of portfolio, Reduce −10.9%
- 2026 Q2: 40,838 shares, $12M, 0.11% of portfolio, Reduce −39.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|