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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
Q2 		$25.5M Buy
84,167
+33,542
+66% +$8.59M 2.82% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Light Street Capital Management's BE Position: Q2 2026 in Review

Light Street Capital Management increased its Bloom Energy (BE) stake by 66% in Q2 2026, buying an estimated $8.59M and bringing the position to 84,167 shares worth $25.5M. The position accounts for 2.82% of the portfolio, ranked #15.

Light Street Capital Management first reported a position in BE in Q2 2024 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Light Street Capital Management held 84,167 shares of Bloom Energy worth $25.5M as of Q2 2026.
  • Light Street Capital Management bought 33,542 Bloom Energy shares in Q2 2026, an estimated $8.59M.
  • Bloom Energy made up 2.82% of Light Street Capital Management's portfolio in Q2 2026, its #15 holding.
  • Light Street Capital Management first reported a position in Bloom Energy in Q2 2024 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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