Ghisallo Capital Management’s Bloom Energy BE Stock Holding History

Ghisallo 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 Q2	–	Sell	-90,000	Closed	-$12.2M	–	342
2026 Q1	$12.2M	Buy	+90,000	New	+$13.2M	0.34%	66
2023 Q4	–	Sell	-100,000	Closed	-$1.33M	–	125
2023 Q3	$1.33M	Hold	100,000	–	–	0.14%	78
2023 Q2	$1.64M	Hold	100,000	–	–	0.2%	77
2023 Q1	$1.99M	Sell	100,000 -150,000	-60%	-$3.28M	0.48%	37
2022 Q4	$4.78M	Sell	250,000 -250,000	-50%	-$4.91M	0.85%	32
2022 Q3	$9.99M	Buy	+500,000	New	+$11.3M	1.33%	6

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Ghisallo Capital Management's BE Position: Q2 2026 in Review

Ghisallo Capital Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 90,000 shares — an estimated $12.2M sold.

Ghisallo Capital Management first reported a position in BE in Q3 2022 and held it in 6 quarters. The position peaked at $12.2M in Q1 2026. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Ghisallo Capital Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Ghisallo Capital Management sold 90,000 Bloom Energy shares in Q2 2026, an estimated $12.2M.
Ghisallo Capital Management first reported a position in Bloom Energy in Q3 2022 and held it in 6 quarters.
Ghisallo Capital Management's Bloom Energy position peaked at $12.2M in Q1 2026.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ghisallo Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.