JCM
BE icon

JAT Capital Management’s Bloom Energy BE Stock Holding History

JAT 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 		– Sell
-156,125
Closed -$13.6M – 11
2025
Q4 		$13.6M Buy
+156,125
New +$16.4M 14.6% 1
2025
Q1 		– Sell
-308,490
Closed -$6.85M – 27
2024
Q4 		$6.85M Sell
308,490
-1,890,484
-86% -$33.1M 1.08% 26
2024
Q3 		$23.2M Buy
2,198,974
+733,363
+50% +$8.7M 3.74% 13
2024
Q2 		$17.9M Buy
+1,465,611
New +$18.7M 2.31% 13

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JAT Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 156,125 shares — an estimated $13.6M sold.

JAT Capital Management first reported a position in BE in Q2 2024 and held it in 4 quarters. The position peaked at $23.2M in Q3 2024. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • JAT Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • JAT Capital Management sold 156,125 Bloom Energy shares in Q1 2026, an estimated $13.6M.
  • JAT Capital Management first reported a position in Bloom Energy in Q2 2024 and held it in 4 quarters.
  • JAT Capital Management's Bloom Energy position peaked at $23.2M in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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