SANDLER CAPITAL MANAGEMENT

Position in BE — Bloom Energy Corp

CIK 1000742 NEW YORK, NY

Back to BE Full portfolio

Position in BE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,473,846

+$1,058,841 QoQ

Shares Held

4,869

+59.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#632

of 1,277 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Derivatives in BE

reported options exposure · as of Jun 30, 2026

CallValue

$4,025,910

CallShares

13,300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $4,150,141 across 4 Electrical Equipment & Parts names. BE ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	4,869	$1,473,846
2	HUBB	Hubbell Inc	2,161	$1,130,635
3	NVT	nVent Electric plc	4,626	$784,615
4	VRT	Vertiv Holdings Co	2,273	$761,045

All Filings in BE

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,025,910	13,300	—	Call	Sole	2026-08-14
2026-06-30	$1,473,846	4,869	+59.0%	Shares	Sole	2026-08-14
2026-03-31	$415,005	3,063	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.