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BE
6 quarters

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

Value Aligned Research Advisors, LLC holds 4.6M shares of BE (BLOOM ENERGY CORP), worth $621.2M as of 2026-Q1. The position was increased (+31.9% shares). BE represents 3.0% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$621.2M

Current Shares

4.6M

Total Value Change

+$592.7M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.6M
+31.9%
$621.2M3.0%$153.02
69
2025-Q4
Increased
3.5M
+7.8%
$302.1M3.0%$87.26
62
2025-Q3
Increased
3.2M
+57.7%
$272.7M3.3%$73.60
82
2025-Q2
Increased
2M
+27.1%
$48.9M1.0%$22.18
58
2025-Q1
Increased
1.6M
+25.6%
$31.6M2.3%$20.33
62
2024-Q4
New
1.3M
-
$28.4M7.8%$22.51
90

Other major holders of BE: BlackRock, Inc., AMERIPRISE FINANCIAL INC

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