Hudson Bay Capital Management
BE icon

Hudson Bay Capital Management’s Bloom Energy BE Stock Holding History

Hudson Bay 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 		$2.85M Buy
+9,400
New +$2.41M 0.01% 726

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JP Morgan Chase
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State Street
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SA
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

Hudson Bay Capital Management's BE Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Bloom Energy (BE) stake by 31% in Q2 2026, buying an estimated $25.6M and bringing the position to 421,220 shares worth $128M. The position accounts for 0.35% of the portfolio, ranked #65.

Hudson Bay Capital Management first reported a position in BE in Q4 2018 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Hudson Bay Capital Management held 421,220 shares of Bloom Energy worth $128M as of Q2 2026.
  • Hudson Bay Capital Management bought 99,954 Bloom Energy shares in Q2 2026, an estimated $25.6M.
  • Bloom Energy made up 0.35% of Hudson Bay Capital Management's portfolio in Q2 2026, its #65 holding.
  • Hudson Bay Capital Management first reported a position in Bloom Energy in Q4 2018 and has held it in 4 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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