Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,960,512
+$53,213,421 QoQ
Shares Held
178,264
+3132.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#131
of 1,277 holders
Holding Since
Mar 2020
16 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, 2026CallValue
$544,860
CallShares
1,800
PutValue
$0
PutShares
0
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, 2026ExodusPoint Capital Management, LP holds $145,976,107 across 17 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
|
178,264 | $53,960,512 | |
| 2 | FPS |
Forgent Power Solutions, Inc.
|
588,339 | $32,864,616 | |
| 3 | VRT |
Vertiv Holdings Co
|
42,678 | $14,289,447 | |
| 4 | EOSE |
Eos Energy Enterprises, Inc.
|
2,004,017 | $11,783,619 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
29,819 | $11,118,610 | |
| 6 | AYI |
Acuity Inc. (De)
|
13,293 | $5,006,941 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
288,030 | $4,985,799 | |
| 8 | NVT |
nVent Electric plc
|
22,695 | $3,849,298 |
All Filings in BE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,960,512 | 178,264 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $544,860 | 1,800 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $747,091 | 5,514 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,027,991 | 126,919 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,977,162 | 23,379 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,171,166 | 142,781 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,056,920 | 478,875 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $408,112 | 24,961 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $497,432 | 24,959 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,070,872 | 56,008 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $1,029,402 | 62,388 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $1,430,766 | 59,245 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $214,475 | 9,780 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $530,749 | 28,352 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $4,049,765 | 150,717 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $478,611 | 43,990 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $57,917 | 11,074 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||