Question 1

How many shares of BE does POLEN CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC holds 40,838 shares of BE (BLOOM ENERGY CORP).

Question 2

What is POLEN CAPITAL MANAGEMENT LLC's BE position worth?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC's BE position is worth $12.4M.

Question 3

Is POLEN CAPITAL MANAGEMENT LLC buying or selling BE?

Accepted Answer

In 2026-Q2, POLEN CAPITAL MANAGEMENT LLC decreased their BE position (-39.3% change in shares).

Question 4

When did POLEN CAPITAL MANAGEMENT LLC first buy BE?

Accepted Answer

Based on available 13F filings, POLEN CAPITAL MANAGEMENT LLC first reported a position in BE in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	40,838	-39.3%	$12.4M	0.1%	$302.70	0
2026-Q1	Decreased	67,231	-10.9%	$9.1M	0.1%	$135.49	0
2025-Q4	Decreased	75,434	-42.6%	$6.6M	0.0%	$86.89	0
2025-Q3	Increased	131,390	+92.3%	$11.1M	0.0%	$84.57	44
2025-Q2	New	68,316	—	$1.6M	0.0%	$23.92	35