Back to Situational Awareness LP Situational Awareness LP

BEBE

3 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in Bloom Energy Corporation

Yes. Situational Awareness holds 6,272,808 shares of BE (Bloom Energy), worth $1.9B, as of its Q2 2026 13F filing. It reduced the position by 212,600 shares (-3.3%) from Q1 2026. Situational Awareness has held BE since Q4 2025, across 3 quarterly 13F filings. BE is 9.4% of Situational Awareness' reported 13F portfolio.

Current Value

$1.9B

Current Shares

6.3M

Total Value Change

+$1B

Total Shares Change

-3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.3M
-3.3%
$1.9B9.4%$302.70
0
2026-Q1
Decreased
6.5M
-35.6%
$878.7M6.4%$135.49
0
2025-Q4
New
10.1M
—
$875.5M15.9%$86.89
99

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