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BE position history

The shares of Bloom Energy (BE) that LIGHT STREET CAPITAL MANAGEMENT, LLC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 899,881 shares, $11M, 2.5% of portfolio, New
  2. 2024 Q3: 1,366,994 shares, $14M, 3.4% of portfolio, Add +51.9%
  3. 2024 Q4: not held, Exit
  4. 2025 Q1: not held
  5. 2025 Q2: not held
  6. 2025 Q3: not held
  7. 2025 Q4: not held
  8. 2026 Q1: 50,625 shares, $6.9M, 1.3% of portfolio, New
  9. 2026 Q2: 84,167 shares, $25M, 2.8% of portfolio, Add +66.3%
Holdings date Value % of holdings Shares Filing date All 13F holders