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 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 $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

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

Ghisallo Capital Management opened a new position in Bloom Energy (BE) in Q1 2026: 90,000 shares worth $12.2M. The stake represents 0.34% of the portfolio and ranks #66 among its holdings. This is a return to the name: Ghisallo Capital Management previously reported a position in BE as recently as Q3 2023.

Ghisallo Capital Management first reported a position in BE in Q3 2022 and has held it in 6 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Ghisallo Capital Management held 90,000 shares of Bloom Energy worth $12.2M as of Q1 2026.
Bloom Energy was a new Ghisallo Capital Management position in Q1 2026.
Bloom Energy made up 0.34% of Ghisallo Capital Management's portfolio in Q1 2026, its #66 holding.
Ghisallo Capital Management first reported a position in Bloom Energy in Q3 2022 and has held it in 6 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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