Hood River Capital Management’s Bloom Energy BE Stock Holding History

Hood River 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	$407M	Sell	1,345,873 -230,385	-15%	-$59M	2.95%	5
2026 Q1	$214M	Buy	1,576,258 +20,524	+1%	+$3.01M	2.14%	6
2025 Q4	$135M	Buy	+1,555,734	New	+$163M	1.48%	15

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

Hood River Capital Management's BE Position: Q2 2026 in Review

Hood River Capital Management reduced its Bloom Energy (BE) stake by 15% in Q2 2026, selling an estimated $59M and leaving 1,345,873 shares worth $407M. The position accounts for 2.95% of the portfolio, ranked #5.

Hood River Capital Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Hood River Capital Management held 1,345,873 shares of Bloom Energy worth $407M as of Q2 2026.
Hood River Capital Management sold 230,385 Bloom Energy shares in Q2 2026, an estimated $59M.
Bloom Energy made up 2.95% of Hood River Capital Management's portfolio in Q2 2026, its #5 holding.
Hood River Capital Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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