Bloom Energy Corp- A (BE) Held by Superinvestors
BLOOM ENERGY CORP- A (BE) is currently held by 6 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Situational Awareness Partners is currently the largest disclosed institutional shareholder of BE tracked by InsiderSet, reporting ownership valued at approximately $1.90B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.76B, representing an estimated loss of -7.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BE value among the investors covered in this analysis. Major shareholders include Situational Awareness Partners, Whale Rock Capital Management, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in BLOOM ENERGY CORP- A (BE).
This page ranks the largest institutional BE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Situational Awareness Partners | Leopold Aschenbrenner | 9.41% | 6,272,808 | $1,898,778,982 | $1,759,522,644 | -$139,256,338 | -7.33% |
| Whale Rock Capital Management | Alex Sacerdote | 3.91% | 1,608,305 | $486,833,924 | $451,129,553 | -$35,704,372 | -7.33% |
| Renaissance Technologies LLC | Jim Simons | 0.28% | 675,700 | $204,534,390 | $189,533,850 | -$15,000,540 | -7.33% |
| Torray Fund | Robert Torray | 2.15% | 52,565 | $15,911,425 | $14,744,483 | -$1,166,943 | -7.33% |
| Polen Capital Management | David M. Polen | 0.11% | 40,838 | $12,361,663 | $11,455,059 | -$906,604 | -7.33% |
| Sequoia Financial Advisors | 0.01% | 6,150 | $1,861,605 | $1,725,075 | -$136,530 | -7.33% |
Frequently asked questions about BE
Who are the largest superinvestors holding BE?
The largest superinvestors holding BE in the latest SEC Form 13F filings include Situational Awareness Partners, Whale Rock Capital Management, Renaissance Technologies LLC, Torray Fund, and Polen Capital Management. InsiderSet ranks these superinvestors by their latest reported BE position.
What does the BE superinvestors page include?
This page tracks BE positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. BLOOM ENERGY CORP- A (BE) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold BE?
InsiderSet currently tracks 6 superinvestors reporting BE holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own BE.
How much BE stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.62B in BE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were BE superinvestor holdings last updated?
The latest BE superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor BE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its BE position after the reporting date.
Are superinvestors buying or selling BE?
Buying and selling can be analyzed by comparing BE positions across consecutive 13F reporting periods. InsiderSet's BE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BE ownership changes.
How have superinvestor BE holdings changed over time?
InsiderSet tracks BE holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.