BE
Bloom Energy Corp- A
3 of the 83 super-investors we track hold BE, worth a combined $225M per their latest 13F filings. The largest position: Torray Funds at 2.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #690 of 742 stocks. The stock is up 9.4x since a tracked investor first held it at conviction size (Q1 2025 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: Torray Funds (5q straight), Stanley Druckenmiller (2q straight). All multibaggers the cohort held →
Why super-investors own BE
BE is held by 3 super-investors in our cohort, with a combined position value of $225M. The highest-conviction owner is Torray Funds at 2.1% of their portfolio. This quarter the cohort registered 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 29q | $197M | 650,353 |
| 2 | Torray Funds | 2.1% | 6q | $16M | 52,565 |
| 3 | Polen Capital Management | 0.1% | 5q | $12M | 40,838 |
Owners of BE also hold
Congress is trading BE
Congress tracker →- Nancy Pelosibought$500,001 - $1,000,000 · 2026-07-28
- Nancy Pelosibought$1,000,001 - $5,000,000 · 2026-07-24
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-01-30
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-12-24
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-11-18
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-10-17
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.6% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 093712107. Not investment advice.