BE position history
The shares of Bloom Energy (BE) that Whale Rock Capital Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q2: 2,448,364 shares, $30M, 0.42% of portfolio, New
- 2024 Q3: not held, Exit
- 2024 Q4: not held
- 2025 Q1: 3,954,534 shares, $78M, 1.3% of portfolio, New
- 2025 Q2: 2,030,449 shares, $49M, 0.67% of portfolio, Reduce −48.7%
- 2025 Q3: 4,680,973 shares, $396M, 4.7% of portfolio, Add +130.5%
- 2025 Q4: 1,339,623 shares, $116M, 1.5% of portfolio, Reduce −71.4%
- 2026 Q1: 1,653,788 shares, $224M, 2.9% of portfolio, Add +23.5%
- 2026 Q2: 1,608,305 shares, $487M, 3.9% of portfolio, Reduce −2.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|