Discovery Capital Management’s Bloom Energy BE Stock Holding History

Discovery Capital Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,000	Closed	-$2.17M	–	85
2025 Q4	$2.17M	Buy	+25,000	New	+$2.63M	0.12%	76
2023 Q2	–	Sell	-98,200	Closed	-$1.96M	–	65
2023 Q1	$1.96M	Buy	+98,200	New	+$2.15M	0.22%	50
2022 Q4	–	Sell	-1,454,500	Closed	-$29.1M	–	51
2022 Q3	$29.1M	Buy	+1,454,500	New	+$32.8M	4.34%	4
2022 Q1	–	Sell	-221,000	Closed	-$4.85M	–	79
2021 Q4	$4.85M	Buy	+221,000	New	+$5.59M	0.36%	47

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Discovery Capital Management's BE Position: Q1 2026 in Review

Discovery Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 25,000 shares — an estimated $2.17M sold.

Discovery Capital Management first reported a position in BE in Q4 2021 and held it in 4 quarters. The position peaked at $29.1M in Q3 2022. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Discovery Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Discovery Capital Management sold 25,000 Bloom Energy shares in Q1 2026, an estimated $2.17M.
Discovery Capital Management first reported a position in Bloom Energy in Q4 2021 and held it in 4 quarters.
Discovery Capital Management's Bloom Energy position peaked at $29.1M in Q3 2022.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.