HCL
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Heard Capital LLC’s Bloom Energy BE Stock Holding History

Heard Capital LLC’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 		$136M Buy
+448,808
New +$115M 5.81% 9

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State Street
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Geode Capital Management
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heard Capital LLC's BE Position: Q2 2026 in Review

Heard Capital LLC opened a new position in Bloom Energy (BE) in Q2 2026: 448,808 shares worth $136M. The stake represents 5.81% of the portfolio and ranks #9 among its holdings.

829 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Heard Capital LLC held 448,808 shares of Bloom Energy worth $136M as of Q2 2026.
  • Bloom Energy was a new Heard Capital LLC position in Q2 2026.
  • Bloom Energy made up 5.81% of Heard Capital LLC's portfolio in Q2 2026, its #9 holding.
  • 829 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Heard Capital LLC's 13F filing for Q2 2026, filed 11 Aug 2026.