MKP Capital Management, L.L.C.: BLOOM ENERGY (BE): Quarterly 13F Position History
As of Q1 2026, MKP Capital Management, L.L.C. reported 307,000 shares of BLOOM ENERGY (BE), worth $41.6M and representing 1.4% of its 13F equity book. Quarter-over-quarter share count change: + 307,000 (re-initiated) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 307,000Shares Held (Latest Filing)
- $41.6MReported Market Value (Latest Filing)
- 1.4%Portfolio Weight (% of 13F Equity Book)
- +307,000Quarter-over-Quarter Share Change
- +$41.6MQuarter-over-Quarter Value Change
- 307,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 307,000 | +307,000 | — | $41.6M | 1.4% | $135.5 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 131,000 | -100.0% | $0 | 0.0% | — |
| Q2 2024 | 131,000 | — | — | $1.6M | 0.1% | $12.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MKP Capital Management, L.L.C. first disclose a BE position in 13F-HR filings?
MKP Capital Management, L.L.C. first reported BLOOM ENERGY (BE) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was MKP Capital Management, L.L.C.'s most recent quarter-over-quarter share-count change in BE?
Between Q4 2025 and Q1 2026, MKP Capital Management, L.L.C. added 307,000 shares of BE (re-initiated), bringing the total reported position to 307,000 shares at a market value of $41.6M.
Does the implied price-per-share represent MKP Capital Management, L.L.C.'s cost basis in BE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.