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Light Street Capital Management’s Bloom Energy BE Stock Holding History

Light Street 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 		$6.86M Buy
+50,625
New +$7.43M 1.28% 18
2024
Q4 		– Sell
-1,366,994
Closed -$14.4M – 31
2024
Q3 		$14.4M Buy
1,366,994
+467,113
+52% +$5.54M 3.42% 13
2024
Q2 		$11M Buy
+899,881
New +$11.5M 2.53% 16

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

Light Street Capital Management's BE Position: Q1 2026 in Review

Light Street Capital Management opened a new position in Bloom Energy (BE) in Q1 2026: 50,625 shares worth $6.86M. The stake represents 1.28% of the portfolio and ranks #18 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in BE as recently as Q3 2024.

Light Street Capital Management first reported a position in BE in Q2 2024 and has held it in 3 quarters since. The position peaked at $14.4M in Q3 2024. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Light Street Capital Management held 50,625 shares of Bloom Energy worth $6.86M as of Q1 2026.
  • Bloom Energy was a new Light Street Capital Management position in Q1 2026.
  • Bloom Energy made up 1.28% of Light Street Capital Management's portfolio in Q1 2026, its #18 holding.
  • Light Street Capital Management first reported a position in Bloom Energy in Q2 2024 and has held it in 3 quarters since.
  • Light Street Capital Management's Bloom Energy position peaked at $14.4M in Q3 2024.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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