Position in BE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,690,633,683
+$1,069,448,480 QoQ
Shares Held
5,585,179
+21.8% QoQ
Ownership
1.96%
of shares outstanding
% of Portfolio
10.10%
of 13F equity value
Holder Rank
#10
of 1,277 holders
Holding Since
Dec 2024
7 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
$10,776,120
CallShares
35,600
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, 2026Value Aligned Research Advisors, LLC holds $2,348,480,846 across 3 Electrical Equipment & Parts names. BE ranks #1 (72.0% of the industry book) .
All Filings in BE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690,633,683 | 5,585,179 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $10,776,120 | 35,600 | Call | Sole | 2026-08-17 | |
| 2026-03-31 | $621,185,203 | 4,584,731 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $2,343,977 | 17,300 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $1,503,197 | 17,300 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $302,077,255 | 3,476,548 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,651,058 | 3,223,969 | Shares | Sole | 2025-12-03 | |
| 2025-09-30 | $1,463,061 | 17,300 | Call | Sole | 2025-12-03 | |
| 2025-06-30 | $413,816 | 17,300 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $48,902,454 | 2,044,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,636,616 | 1,609,187 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $666,474 | 33,900 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $28,447,656 | 1,280,849 | Shares | Sole | 2025-02-18 | |
| 2024-12-31 | $56,927 | 27,100 | Call | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||