Back to Situational Awareness LP Situational Awareness LP

BEBE
3 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in BLOOM ENERGY CORP- A

Situational Awareness LP holds 6.3M shares of BE (BLOOM ENERGY CORP- A), worth $1.9B as of 2026-Q2. The position was decreased (-3.3% shares). BE represents 9.4% of Situational Awareness LP's 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

Other major holders of BE: BlackRock, Inc., AMERIPRISE FINANCIAL INC, GOLDMAN SACHS GROUP INC, VANGUARD PORTFOLIO MANAGEMENT LLC, VANGUARD CAPITAL MANAGEMENT LLC

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