Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,289,252
+$25,737,111 QoQ
Shares Held
96,760
+269.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#190
of 1,275 holders
Holding Since
Mar 2021
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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,064,700
PutShares
30,000
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, 2026CREDIT AGRICOLE S A holds $157,235,859 across 10 Electrical Equipment & Parts names. BE ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
227,048 | $76,020,208 | |
| 2 | BE |
Bloom Energy Corp
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|
96,760 | $29,289,252 | |
| 3 | HUBB |
Hubbell Inc
|
33,104 | $17,320,012 | |
| 4 | ENS |
EnerSys
|
39,294 | $9,187,723 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
24,212 | $9,027,928 | |
| 6 | POWL |
Powell Industries Inc
|
21,984 | $6,295,338 | |
| 7 | AMPX |
Amprius Technologies, Inc.
|
265,189 | $3,675,519 | |
| 8 | NVT |
nVent Electric plc
|
19,162 | $3,250,066 |
All Filings in BE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,289,252 | 96,760 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,552,141 | 26,217 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $4,064,700 | 30,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $3,166,010 | 36,437 | Shares | Defined | 2026-02-17 | |
| 2021-06-30 | $3,224 | 120 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,246 | 120 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||