4 tracked superinvestors hold BLOOM ENERGY CORP (BE), worth $5.4B combined, led by David Shaw. Smart money is trimming BE as of the latest 13F filings.
Current price
$252.87
+360.5%
1Y
Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge solid-oxide fuel cell systems designed for on-site electricity generation, serving clients both within the United States and internationally. Their core offering, the Bloom Energy Server, is an advanced power platform capable of converting various fuels, including natural gas, biogas, hydrogen, or a blend of these,…
Market cap
$69.8B
P/E
-9684
Div yield
0.0%
Revenue YoY
37.3%
Analyst target
$276
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
$5.4B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing BE: 2 funds trimmed versus 1 adding.
BLOOM ENERGY CORP (BE) is held by 4 tracked funds worth $5.4B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Leopold Aschenbrenner, who has committed 9.6% of their portfolio to it, while David Shaw holds the largest dollar position.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1% | $2.0B | |
| Trimmed | 9.6% | $1.9B | |
| Added | 0.3% | $821M | |
| Trimmed | 0.5% | $618M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
6 insiders filed SEC Form 144 for $20M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Immelt Jeffrey R | Director | 30,000 | $7M | 2026-08-17 |
| Jc2 Investments, Llc | Director | 15,000 | $4M | 2026-08-13 |
| Jc2 Investments, Llc | Director | 15,000 | $3M | 2026-08-03 |
| Aman Joshi | Officer | 8,343 | $3M | 2026-07-01 |
| Aman Joshi | Officer | 3,558 | $977K | 2026-06-16 |
| Shawn M. Soderberg | Officer | 2,842 | $820K | 2026-06-16 |
| Satish Chitoori | Officer | 2,837 | $779K | 2026-06-16 |
| Maciej Kurzymski | Officer | 2,259 | $652K | 2026-06-16 |
Which superinvestors own BE?
4 tracked funds hold BLOOM ENERGY CORP (BE), the largest being David Shaw (D.E. Shaw) at 1% of its 13F portfolio. 1 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 2 trimmed it.
How much BE do tracked funds hold?
Combined disclosed long exposure to BE across tracked superinvestors is $5.4B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.