Position in BE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,273,611,763
+$658,052,918 QoQ
Shares Held
4,207,505
-7.4% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
95.55%
of 13F equity value
Holder Rank
#11
of 1,277 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Graticule Asia Macro Advisors LLC holds $1,273,713,048 across 2 Electrical Equipment & Parts names. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
4,207,505 | $1,273,611,763 | |
| 2 | ATKR |
Atkore Inc.
|
1,332 | $101,285 |
All Filings in BE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,611,763 | 4,207,505 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $615,558,845 | 4,543,205 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $413,536,011 | 4,759,305 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $402,494,423 | 4,759,305 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||