Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,115,841
+$52,034,147 QoQ
Shares Held
353,868
-13.0% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#81
of 1,277 holders
Holding Since
Mar 2020
24 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
$211,890,000
CallShares
700,000
PutValue
$60,540
PutShares
200
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, 2026HSBC HOLDINGS PLC holds $625,548,589 across 19 Electrical Equipment & Parts names. BE ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,031,624 | $345,408,341 | |
| 2 | HUBB |
Hubbell Inc
|
213,136 | $111,512,753 | |
| 3 | BE |
Bloom Energy Corp
This page
|
353,868 | $107,115,841 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
51,656 | $19,260,970 | |
| 5 | ENS |
EnerSys
|
72,021 | $16,839,948 | |
| 6 | NVT |
nVent Electric plc
|
51,335 | $8,706,928 | |
| 7 | AYI |
Acuity Inc. (De)
|
13,477 | $5,076,245 | |
| 8 | AMPX |
Amprius Technologies, Inc.
|
259,508 | $3,596,780 |
All Filings in BE
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,540 | 200 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $107,115,841 | 353,868 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $211,890,000 | 700,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $55,081,694 | 406,537 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $94,843,000 | 700,000 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $9,484,300 | 70,000 | Put | Defined | 2026-04-30 | |
| 2025-12-31 | $29,735,750 | 342,223 | Shares | Defined | 2026-03-06 | |
| 2025-12-31 | $82,649,768 | 951,200 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $6,117,056 | 70,400 | Put | Defined | 2026-03-20 | |
| 2025-09-30 | $21,999,530 | 260,134 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,396,352 | 225,600 | Call | Defined | 2025-08-13 | |
| 2025-06-30 | $3,852,194 | 161,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,449,334 | 429,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,219,418 | 460,127 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,066,856 | 953,301 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $210,144 | 19,900 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $10,414,194 | 850,833 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,878,092 | 878,834 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,695,867 | 857,829 | Shares | Defined | 2024-02-12 | |
| 2023-12-31 | $96,200 | 6,500 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $932,178 | 70,300 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $133,926 | 10,100 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $11,578,578 | 873,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,812,285 | 722,464 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,030,240 | 51,693 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,103,523 | 110,017 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $722,597 | 36,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $839,074 | 50,853 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,200,447 | 49,708 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,500,778 | 68,435 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,114,624 | 59,542 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,370,637 | 51,010 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $297,548 | 11,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $302,877 | 10,568 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $89,003 | 17,018 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||