Position in BE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$224,071,736
+$107,671,894 QoQ
Shares Held
1,653,788
+23.5% QoQ
Ownership
0.581%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Whale Rock Capital Management LLC holds $553,917,499 across 2 Electrical Equipment & Parts names. BE ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
|
1,022,112 | $329,845,763 | |
| 2 | BE |
Bloom Energy Corp
This page
|
1,653,788 | $224,071,736 |
All Filings in BE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,071,736 | 1,653,788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $116,399,842 | 1,339,623 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $395,869,886 | 4,680,973 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,568,340 | 2,030,449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,746,138 | 3,954,534 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $29,967,975 | 2,448,364 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||