Situational Awareness — BE

How Situational Awareness's position in Bloom Energy Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$1,898,778,982

Latest weight

9.4%

Peak weight

22.8%

Shares since first

-37.7%

Position Trend

Shares, value, and weight from first report to latest report.

Situational Awareness first reported 10,076,022 shares in Q4 2025 and most recently reported 6,272,808 shares in Q2 2026. Portfolio weight peaked at 22.8% in Q1 2026; the low reported weight was 9.4% in Q2 2026.

Since the first report, shares are -37.7% and reported value is +116.9%. Latest move: TRIM