Whale Rock Capital Management’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.6M	Sell	2,030,449 -1,924,085	-49%	-$46M	0.67%	34
2025 Q1	$77.7M	Buy	+3,954,534	New	+$77.7M	1.35%	24
2024 Q3	–	Sell	-2,448,364	Closed	-$30M	–	38
2024 Q2	$30M	Buy	+2,448,364	New	+$30M	0.42%	34