BLOOM ENERGY CORP (BE) — Hedge Fund Ownership Q1 2026
BE
- BLOOM ENERGY CORP (BE) is held by 4 of 84 tracked hedge funds, with Situational Awareness LP (24%) and Torray Investment Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in BE holdings came from Torray Investment Partners (+95%), highlighting conviction.
- The biggest decreases in BE holdings came from Situational Awareness LP (-34%) and Duquesne Family Office (-82%), suggesting profit-taking or de-risking.
- 1 hedge fund exited BE.
- Overall, hedge funds decreased exposure to BLOOM ENERGY CORP (BE) by -38% vs the prior quarter and +31% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Situational Awareness LP
|
24.22% | 6.9M | -34.25% | — | $934.1M | $135.49 | — |
| 2 |
Torray Investment Partners Robert Torray
|
1.19% | 60K | +94.99% | +30.59% | $8.1M | $135.49 | — |
| 3 |
Duquesne Family Office
|
0.63% | 136K | -81.59% | — | $18.5M | $135.49 | — |
| 4 |
Polen Capital Management
|
0.06% | 67K | -30.71% | — | $9.1M | $135.49 | — |
| — |
Altimeter Capital
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 7.2M | -38.37% | +30.59% | $969.8M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.