Position in BE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$42,437,631
+$11,774,077 QoQ
Shares Held
140,197
-38.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,358,177
PutShares
15,631
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, 2026Pictet Asset Management Holding SA holds $1,040,132,374 across 18 Electrical Equipment & Parts names. BE ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,878,379 | $628,918,856 | |
| 2 | NVT |
nVent Electric plc
|
1,849,622 | $313,714,387 | |
| 3 | BE |
Bloom Energy Corp
This page
|
140,197 | $42,437,631 | |
| 4 | FPS |
Forgent Power Solutions, Inc.
|
519,248 | $29,005,193 | |
| 5 | HUBB |
Hubbell Inc
|
30,996 | $16,217,107 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
6,268 | $2,337,149 | |
| 7 | AYI |
Acuity Inc. (De)
|
4,865 | $1,832,450 | |
| 8 | ENS |
EnerSys
|
5,944 | $1,389,826 |
All Filings in BE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,437,631 | 140,197 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $30,663,554 | 226,316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,663,171 | 260,826 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $1,358,177 | 15,631 | Put | Sole | 2026-01-29 | |
| 2025-09-30 | $2,673,173 | 31,609 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $780,342 | 32,623 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $701,095 | 35,661 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,354,681 | 106,019 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $923,112 | 87,416 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,035,650 | 84,612 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $316,720 | 28,178 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,880 | 21,546 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $258,092 | 19,464 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||