Back to VA Value Aligned Research Advisors, LLC

BEBE

7 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in BLOOM ENERGY CORP

Yes. Value Aligned Research Advisors holds 5,585,179 shares of BE (Bloom Energy), worth $1.7B, as of its Q2 2026 13F filing. It increased the position by 1,000,448 shares (+21.8%) from Q1 2026. Value Aligned Research Advisors has held BE since Q4 2024, across 7 quarterly 13F filings. BE is 4.2% of Value Aligned Research Advisors' reported 13F portfolio.

Current Value

$1.7B

Current Shares

5.6M

Total Value Change

+$1.7B

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.6M
+21.8%
$1.7B4.2%$302.70
70
2026-Q1
Increased
4.6M
+31.9%
$621.2M3.0%$135.49
69
2025-Q4
Increased
3.5M
+7.8%
$302.1M3.0%$86.89
62
2025-Q3
Increased
3.2M
+57.7%
$272.7M3.3%$84.57
82
2025-Q2
Increased
2M
+27.1%
$48.9M1.0%$23.92
58
2025-Q1
Increased
1.6M
+25.6%
$31.6M2.3%$19.66
62
2024-Q4
New
1.3M
—
$28.4M7.8%$22.21
90

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