Leopold Aschenbrenner’s Bloom Energy BE Stock Holding History

Leopold Aschenbrenner’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	$879M	Sell	6,485,408 -3,590,614	-36%	-$527M	6.42%	6
2025 Q4	$876M	Buy	+10,076,022	New	+$1.06B	15.87%	1

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

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

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Leopold Aschenbrenner's BE Position: Q1 2026 in Review

Leopold Aschenbrenner reduced its Bloom Energy (BE) stake by 36% in Q1 2026, selling an estimated $527M and leaving 6,485,408 shares worth $879M. The position accounts for 6.42% of the portfolio, ranked #6.

Leopold Aschenbrenner first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Leopold Aschenbrenner held 6,485,408 shares of Bloom Energy worth $879M as of Q1 2026.
Leopold Aschenbrenner sold 3,590,614 Bloom Energy shares in Q1 2026, an estimated $527M.
Bloom Energy made up 6.42% of Leopold Aschenbrenner's portfolio in Q1 2026, its #6 holding.
Leopold Aschenbrenner first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Situational Awareness's 13F filing for Q1 2026, filed 18 May 2026.