BE position history
The shares of Bloom Energy (BE) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 2,561,698 shares, $57M, 15.6% of portfolio, New
- 2025 Q1: 1,609,187 shares, $32M, 2.3% of portfolio, Reduce −37.2%
- 2025 Q2: 2,044,417 shares, $49M, 1.0% of portfolio, Add +27.0%
- 2025 Q3: 5,362,139 shares, $453M, 6.0% of portfolio, Add +162.3%
- 2025 Q4: 3,476,548 shares, $302M, 3.0% of portfolio, Reduce −35.2%
- 2026 Q1: 4,584,731 shares, $621M, 3.0% of portfolio, Add +31.9%
- 2026 Q2: 5,585,179 shares, $1.7B, 4.2% of portfolio, Add +21.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|