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BE —
BLOOM ENERGY CORP
CUSIP: 093712107 · Held by 8 superinvestors · Combined value: $1,799,239,878
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | 16.5% | $911,000,117 | 10,484,522 | NEW BUY | +10,484,522 |
| 2 | Ken Griffin | 0.1% | $783,963,722 | 9,022,485 | ADD | +922,265 |
| 3 | Stanley Druckenmiller | 1.4% | $64,346,000 | 740,545 | NEW BUY | +740,545 |
| 4 | Jim Simons | 0.0% | $22,608,778 | 260,200 | NEW BUY | +260,200 |
| 5 | Polen Capital | 0.0% | $8,431,284 | 97,034 | REDUCE | -34,356 |
| 6 | Ray Dalio | 0.0% | $5,563,306 | 64,027 | ADD | +8,304 |
| 7 | Torray LLC | 0.4% | $2,674,996 | 30,786 | - | - |
| 8 | FPA Queens Road | 0.0% | $651,675 | 7,500 | REDUCE | -7,456 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +260,200 | New |
| Leopold Aschenbrenner | NEW BUY | +10,484,522 | New |
| Stanley Druckenmiller | NEW BUY | +740,545 | New |
| Ken Griffin | ADD | +922,265 | +11.4% |
| Ray Dalio | ADD | +8,304 | +14.9% |
| FPA Queens Road | REDUCE | -7,456 | -49.9% |
| Polen Capital | REDUCE | -34,356 | -26.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +4,456,021 | +122.3% |
| Polen Capital | ADD | +63,074 | +92.3% |
| FPA Queens Road | REDUCE | -8,000 | -34.8% |
| Ray Dalio | REDUCE | -132,143 | -70.3% |
| Torray LLC | REDUCE | -32,689 | -47.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Torray LLC | ADD | +23,351 | +50.8% |
Who Owns BE? Superinvestor Holdings
BLOOM ENERGY CORP is held by 8 tracked superinvestors, with a combined position value of $1.8 billion . The largest positions are held by Leopold Aschenbrenner (16.5% of portfolio), Ken Griffin (0.1% of portfolio), Stanley Druckenmiller (1.4% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 2 reduced or exited.