Polar Capital Holdings’s Bloom Energy BE Stock Holding History

Polar Capital Holdings’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	$261M	Buy	861,299 +96,436	+13%	+$24.7M	0.62%	43
2026 Q1	$104M	Sell	764,863 -112,496	-13%	-$16.5M	0.37%	62
2025 Q4	$76.2M	Buy	+877,359	New	+$92.2M	0.29%	79
2022 Q4	–	Sell	-11,844	Closed	-$237K	–	322
2022 Q3	$237K	Hold	11,844	–	–	﹤0.01%	369
2022 Q2	$195K	Sell	11,844 -1,895	-14%	-$34.7K	﹤0.01%	383
2022 Q1	$332K	Hold	13,739	–	–	﹤0.01%	396
2021 Q4	$301K	Buy	+13,739	New	+$348K	﹤0.01%	401

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Polar Capital Holdings's BE Position: Q2 2026 in Review

Polar Capital Holdings increased its Bloom Energy (BE) stake by 13% in Q2 2026, buying an estimated $24.7M and bringing the position to 861,299 shares worth $261M. The position accounts for 0.62% of the portfolio, ranked #43.

Polar Capital Holdings first reported a position in BE in Q4 2021 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Polar Capital Holdings held 861,299 shares of Bloom Energy worth $261M as of Q2 2026.
Polar Capital Holdings bought 96,436 Bloom Energy shares in Q2 2026, an estimated $24.7M.
Bloom Energy made up 0.62% of Polar Capital Holdings's portfolio in Q2 2026, its #43 holding.
Polar Capital Holdings first reported a position in Bloom Energy in Q4 2021 and has held it in 7 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.