Which funds own BE
Bloom Energy Corp in the Q2 2026 filings. 23 of the 94 managers on file reported a position, worth $7.0bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. The quarter went one way: 14 managers opened or added against 10 cutting.
- Managers holding
- 23
- of 94 on file
- Combined value
- $7.0bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 12
- already held
- Trimmed or sold out
- 10
- 1 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Jane Street Group LLC Quantitative · $1206bn book | $1.3bn | 0.1% | 4,168,454 | +$595m-753,837 | Trimmed |
| D. E. Shaw & Co. Quantitative · $210bn book | $1.3bn | 0.6% | 4,158,295 | +$688m-51,162 | Trimmed |
| Millennium Management LLC Multi-strategy · $276bn book | $764m | 0.3% | 2,522,461 | +$711m+2,135,300 | Added |
| Capital World Investors Long-only · $846bn book | $710m | 0.1% | 2,343,758 | +$460m+504,924 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $610m | 0.4% | 2,016,532 | +$130m-1,531,306 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $490m | 0.4% | 1,618,954 | +$350m+587,318 | Added |
| Whale Rock Capital Management LLC Long/short equity · $12.5bn book | $487m | 3.9% | 1,608,305 | +$263m-45,483 | Trimmed |
| Arrowstreet Capital LP Quantitative · $225bn book | $212m | 0.1% | 701,790 | +$204m+642,402 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $205m | 0.3% | 675,700 | +$132m+139,800 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $171m | 0.3% | 564,599 | +$89m-40,878 | Trimmed |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $139m | 0.2% | 459,866 | +$136m+433,692 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $128m | 0.3% | 421,220 | +$84m+99,954 | Added |
| Man Group PLC Quantitative · $62.7bn book | $89m | 0.1% | 292,320 | +$44m-34,971 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $83m | 0.4% | 273,781 | -$9.0m-404,610 | Trimmed |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $83m | 0.3% | 272,467 | +$49m+22,467 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $66m | 1.0% | 218,175 | +$55m+134,675 | Added |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $64m | 2.0% | 211,800 | opened211,800 | New |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $57m | 0.4% | 196,567 | +$55m+177,315 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $54m | 0.3% | 178,264 | +$53m+172,750 | Added |
| Light Street Capital Management LLC Long/short equity · $903m book | $26m | 2.8% | 84,167 | +$19m+33,542 | Added |
| Polen Capital Management LLC Long-only · $11.6bn book | $12m | 0.1% | 40,838 | +$3.3m-26,393 | Trimmed |
| Winton Group Ltd Quantitative · $3.1bn book | $9.4m | 0.3% | 31,200 | opened31,200 | New |
| Caxton Associates LLP Macro · $5.3bn book | $4.5m | 0.1% | 14,817 | +$2.4m-239 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Two Sigma Investments LP · Quantitative$194m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Jane Street Group LLC · puts$2.7bn notional
- Jane Street Group LLC · calls$2.6bn notional
- Susquehanna International Group LLP · calls$2.1bn notional
- Susquehanna International Group LLP · puts$2.0bn notional
- Citadel Advisors LLC · puts$1.5bn notional
- Citadel Advisors LLC · calls$1.3bn notional
- D. E. Shaw & Co. · puts$615m notional
- Hudson Bay Capital Management LP · puts$104m notional
- Tudor Investment Corp · calls$61m notional
What BE is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around BE →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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