Position
ValueAct in Bloom Energy Corp
Back to the book · All holders of BE
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $268.9M$135.49 → $302.70
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.34M | $116.4M | — | — | — | 1.5% |
| Q1 2026 | 1.65M | $224.1M | $135.49 | $65.1M | $42.6M | 2.9% |
| Q2 2026 | 1.61M | $486.8M | $302.70 | $268.9M | −$6.16M | 3.9% |