4 tracked superinvestors hold BLOOM ENERGY CORP (BE), worth $2.3B combined, led by Leopold Aschenbrenner. Smart money is trimming BE as of the latest 13F filings.
Current price
$257.02
+846.3%
1Y
Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a power generation platform that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through an electrochemical process without combustion. It…
Market cap
$69.8B
P/E
-9684
Div yield
0.0%
Revenue YoY
37.3%
Analyst target
$272
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.3B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-2
1 buying · 3 selling
Smart money is net reducing BE: 3 funds trimmed versus 1 adding.
BLOOM ENERGY CORP (BE) is held by 4 tracked funds worth $2.3B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Leopold Aschenbrenner, who has committed 6.9% of their portfolio to it.
No tracked fund opened a new position this quarter; 1 added and 3 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 6.9% | $934M | |
| Trimmed | 0.6% | $895M | |
| Added | 0.4% | $489M | |
| Trimmed | 0.5% | $18M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own BE?
4 tracked funds hold BLOOM ENERGY CORP (BE), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 6.9% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling BE?
In the most recent 13F quarter, 1 tracked fund added or opened BE and 3 trimmed it.
How much BE do tracked funds hold?
Combined disclosed long exposure to BE across tracked superinvestors is $2.3B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.