Value Aligned Research Advisors’s Bloom Energy BE Stock Holding History

Value Aligned Research Advisors’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	$2.34M	Hold	17,300	–	–	0.01%	95
2025 Q4	$1.5M	Hold	17,300	–	–	0.02%	77
2025 Q3	$1.46M	Hold	17,300	–	–	0.02%	73
2025 Q2	$414K	Sell	17,300 -16,600	-49%	-$321K	0.01%	66
2025 Q1	$666K	Buy	33,900 +6,800	+25%	+$162K	0.05%	51
2024 Q4	$56.9K	Buy	+27,100	New	+$475K	0.02%	42

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 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

Value Aligned Research Advisors's BE Position: Q1 2026 in Review

Value Aligned Research Advisors increased its Bloom Energy (BE) stake by 32% in Q1 2026, buying an estimated $163M and bringing the position to 4,584,731 shares worth $621M. The position accounts for 3% of the portfolio, ranked #8.

Value Aligned Research Advisors first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Value Aligned Research Advisors held 4,584,731 shares of Bloom Energy worth $621M as of Q1 2026.
Value Aligned Research Advisors bought 1,108,183 Bloom Energy shares in Q1 2026, an estimated $163M.
Bloom Energy made up 3% of Value Aligned Research Advisors's portfolio in Q1 2026, its #8 holding.
Value Aligned Research Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.