Position in BE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$878,707,929
New position
Shares Held
6,485,408
first reported quarter
Ownership
2.28%
of shares outstanding
% of Portfolio
22.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$55,347,665
CallShares
408,500
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 Mar 31, 2026Situational Awareness Partners LP holds $922,607,929 across 2 Electrical Equipment & Parts names. BE ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
6,485,408 | $878,707,929 | |
| 2 | TE |
T1 Energy Inc.
|
10,000,000 | $43,900,000 |
All Filings in BE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,347,665 | 408,500 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $878,707,929 | 6,485,408 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||