Which hedge funds own BE? BLOOM ENERGY CORP, Q2 2026 13F holders
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22 of the hedge funds tracked by WhaleCreep disclosed a position in BE (BLOOM ENERGY CORP) in their Q2 2026 13F filings, worth $6.7bn in total. The largest holder by portfolio weight is Situational Awareness at 9.4% of its book. 4 managers opened a new position this quarter: Situational Awareness, Steadfast Capital Management, Suvretta Capital Management, Baillie Gifford. 1 exited: Duquesne Family Office LLC.
22tracked managers holding
4opened this quarter
1exited this quarter
Which hedge funds hold BE? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Situational Awareness | Q2 2026 | 9.4% | $1.9bn | 6,272,808 | – | new |
| Whale Rock Capital Management | Q2 2026 | 3.9% | $486.8m | 1,608,305 | -3% | reduced |
| Sands Capital Management | Q2 2026 | 3.3% | $885.9m | 2,926,558 | 65% | added |
| Tremblant Capital | Q2 2026 | 3.2% | $111.1m | 366,911 | -33% | reduced |
| Light Street Capital Management | Q2 2026 | 3.0% | $25.5m | 84,167 | 66% | added |
| Steadfast Capital Management | Q2 2026 | 2.0% | $64.1m | 211,800 | – | new |
| Moore Capital Management | Q2 2026 | 1.5% | $66.0m | 218,175 | 161% | added |
| Brevan Howard Capital Management | Q2 2026 | 0.8% | $57.1m | 196,567 | 921% | added |
| D. E. Shaw & Co | Q2 2026 | 0.8% | $1.3bn | 4,158,295 | -1% | reduced |
| Millennium Management | Q2 2026 | 0.5% | $763.5m | 2,522,461 | 552% | added |
| Marshall Wace | Q2 2026 | 0.4% | $490.1m | 1,618,954 | 57% | added |
| Renaissance Technologies LLC | Q2 2026 | 0.3% | $204.5m | 675,700 | 26% | added |
| Suvretta Capital Management | Q2 2026 | 0.2% | $10.2m | 33,800 | – | new |
| Point72 Asset Management LP | Q2 2026 | 0.1% | $93.5m | 308,856 | 580% | added |
| Citadel Advisors | Q2 2026 | 0.1% | $196.9m | 650,353 | 98% | added |
| Polen Capital Management | Q2 2026 | 0.1% | $12.4m | 40,838 | -39% | reduced |
| Tudor Investment | Q2 2026 | 0.1% | $25.1m | 82,989 | 77% | added |
| Holocene Advisors | Q2 2026 | 0.1% | $27.4m | 90,401 | -76% | reduced |
| Bridgewater Associates | Q2 2026 | 0.0% | $8.5m | 28,147 | -38% | reduced |
| Woodline Partners | Q2 2026 | 0.0% | $4.7m | 15,411 | 75% | added |
| Ancora Advisors | Q2 2026 | 0.0% | $75.7k | 250 | -12% | reduced |
| Baillie Gifford | Q2 2026 | 0.0% | $15.7k | 52 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Duquesne Family Office LLC | 4.3% | $18.5m |
How has hedge fund ownership of BE changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 22 | $6.7bn |
| Q1 2026 | 19 | $1.5bn |
| Q4 2025 | 10 | $313.9m |
| Q3 2025 | 5 | $457.1m |
| Q2 2025 | 5 | $59.2m |
| Q1 2025 | 3 | $109.0m |
| Q4 2024 | 3 | $40.1m |
| Q3 2024 | 5 | $79.1m |
| Q2 2024 | 5 | $114.1m |
| Q1 2024 | 3 | $8.4m |
| Q4 2023 | 3 | $42.0m |
| Q3 2023 | 4 | $22.0m |
| Q2 2023 | 4 | $43.9m |
| Q1 2023 | 5 | $22.3m |
| Q4 2022 | 3 | $13.9m |
| Q3 2022 | 2 | $29.1m |
Counts every tracked manager that disclosed BE in that quarter's filing, including managers that have since stopped filing.