Position in BE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,361,662
+$3,252,534 QoQ
Shares Held
40,838
-39.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#281
of 1,276 holders
Holding Since
Jun 2025
5 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 Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,876,824
PutShares
21,600
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, 2026POLEN CAPITAL MANAGEMENT LLC holds $33,365,466 across 6 Electrical Equipment & Parts names. BE ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
40,838 | $12,361,662 | |
| 2 | POWL |
Powell Industries Inc
|
29,181 | $8,356,271 | |
| 3 | AMPX |
Amprius Technologies, Inc.
|
465,598 | $6,453,188 | |
| 4 | PLPC |
Preformed Line Products Co
|
6,875 | $2,822,600 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
|
50,328 | $2,811,322 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,503 | $560,423 |
All Filings in BE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,361,662 | 40,838 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,109,128 | 67,231 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,876,824 | 21,600 | Put | Sole | 2026-02-12 | |
| 2025-12-31 | $6,554,460 | 75,434 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,111,652 | 131,390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,634,118 | 68,316 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||