BE - Bloom Energy Corp
This page shows which of the focused investors we track hold BE and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2025 it was held by 4 managers with an aggregate reported value of $75.45M, which is 0.01% of the combined portfolio.
As of Q4 2025, 4 tracked institutional managers held BE (Bloom Energy Corp) with an aggregate reported value of $75.45M — 0.01% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2025
- Ticker
- BE
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Stanley Druckenmiller - Duquesne Family Office LLC | 1.52% | New | 740,545 | $64.35M |
| 2 | Polen Capital Management - Polen Capital Management | 0.03% | Reduce -42.6% | 75,434 | $6.55M |
| 3 | Torray Funds - Torray Funds | 0.38% | Reduce -16.0% | 30,786 | $2.67M |
Put holders — short bets
1 manager has put options on BE — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.
| 1 | Polen Capital Management - Polen Capital Management | New | 21,600 | $1.88M |
Loading holder history for BE…