BE position history
The shares of Bloom Energy (BE) that Situational Awareness LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q4: 10,076,022 shares, $876M, 15.9% of portfolio, New
- 2026 Q1: 6,485,408 shares, $879M, 6.4% of portfolio, Reduce −35.6%
- 2026 Q2: 6,272,808 shares, $1.9B, 9.4% of portfolio, Reduce −3.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|