Investors / Tickers / BE

BE·Bloom Energy Corp

powerAI CoreData as of 2026-07-06

Holder Count

6 / 24

6 of 24 tracked investors hold BE

Aggregate $

$1.26B

13F longs + subsequent 13G/D block filings, deduped

Share of AI Universe

0.5%

Share of aggregated AI exposure across 24 investors

Latest quarter · 2026-Q1

Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q1

2026-Q1 1 new, 2 added, 2 trimmed, 0 exited, net +$107M

Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.

New

Altimeter AI Portfolio

+$23M

Added

Whale Rock Capital AI Portfolio Coatue AI Portfolio

+$127M

Trimmed

Stan Druckenmiller AI Portfolio Situational Awareness AI Portfolio

−$43M

Exited

No Exited this quarter

—

Holders

Sorted by position $ desc by default; click headers to sort

Investor	Position $↓	% of AI Exposure	Latest 13F Action	Entry Quarter	Entry Price Range
Le Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP	$879M	31.1%	TRIM2026-Q1	Before 2020-Q1	—
Al Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC	$224M	4.1%	ADD2026-Q1	Before 2020-Q1	—
Ph Philippe Laffont / Coatue Coatue Management LLC	$66M	0.4%	ADD2023-Q4	2023-Q2	$12.3–$20.3
Te Temasek Holdings Temasek Holdings (Private) Ltd	$49M	0.6%	HOLD2026-Q1	Before 2020-Q1	—
Br Brad Gerstner / Altimeter Altimeter Capital Management LP	$23M	0.5%	NEW2025-Q4	Before 2020-Q1	—
St Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC	$18M	3.3%	TRIM2026-Q1	2025-Q4	$75.7–$147.9

Related Tickers

power layer · sorted by holder count

Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-06