Investigate / reported ownership
BE
Bloom Energy Corp- A
3 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning BE?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Bloom earns revenue mainly from Energy Server solid-oxide fuel-cell systems, with additional long-term operations and maintenance agreements supporting availability and performance.
Question to investigate: Can Bloom turn onsite power demand from AI and other large-load customers into dependable, scalable production and deployment, despite its reliance on emerging markets and financing?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.6% | -100% | $0 | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 093712107. No current price, valuation or manager motive is inferred.