Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,898,778,981
+$1,020,071,052 QoQ
Shares Held
6,272,808
-3.3% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
9.37%
of 13F equity value
Holder Rank
#9
of 1,277 holders
Holding Since
Dec 2025
3 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
$44,133,660
CallShares
145,800
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, 2026Situational Awareness LP holds $1,945,230,981 across 2 Electrical Equipment & Parts names. BE ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
6,272,808 | $1,898,778,981 | |
| 2 | TE |
T1 Energy Inc.
|
4,900,000 | $46,452,000 |
All Filings in BE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898,778,981 | 6,272,808 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $44,133,660 | 145,800 | Call | Sole | 2026-08-14 | |
| 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 | |
| 2025-12-31 | $875,505,551 | 10,076,022 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $35,494,565 | 408,500 | Call | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||