Gulfstream Capital

Public filings / BE on Yahoo Finance (opens in a new tab)

BE: insider buying, 13F holders, analyst moves

Bloom Energy Corp - US

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SEC Form 13F · Q2 2026

4 of our 100 managers hold BE

Combined reported value $2.42B; 1 sold out since Q1 2026.

Holders among our 100 managers: 2 in Q3 2023, 4 in Q2 2026.

ManagerValue% of portfolioChange vs Q1 2026
Situational Awareness$1.90B9.41%Trimmed
Whale Rock Capital$486.8M3.91%Trimmed
Tudor Investment$25.1M0.10%Added
Polen Capital$12.4M0.11%Trimmed

All holders and who sold out

Important information

Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.