Sands Capital Management
BE icon

Sands Capital Management’s Bloom Energy BE Stock Holding History

Sands 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 		$886M Buy
2,926,558
+1,147,520
+65% +$294M 3.29% 6
2026
Q1 		$241M Buy
+1,779,038
New +$261M 0.95% 29

Other funds holding BE

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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

Sands Capital Management's BE Position: Q2 2026 in Review

Sands Capital Management increased its Bloom Energy (BE) stake by 65% in Q2 2026, buying an estimated $294M and bringing the position to 2,926,558 shares worth $886M. The position accounts for 3.29% of the portfolio, ranked #6.

Sands Capital Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Sands Capital Management held 2,926,558 shares of Bloom Energy worth $886M as of Q2 2026.
  • Sands Capital Management bought 1,147,520 Bloom Energy shares in Q2 2026, an estimated $294M.
  • Bloom Energy made up 3.29% of Sands Capital Management's portfolio in Q2 2026, its #6 holding.
  • Sands Capital Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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