Trivest Advisors Ltd: BLOOM ENERGY (BE): Quarterly 13F Position History
As of Q1 2026, Trivest Advisors Ltd reported 980,000 shares of BLOOM ENERGY (BE), worth $132.8M and representing 9.6% of its 13F equity book. Quarter-over-quarter share count change: 145,000 (-12.9%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 980,000Shares Held (Latest Filing)
- $132.8MReported Market Value (Latest Filing)
- 9.6%Portfolio Weight (% of 13F Equity Book)
- 145,000Quarter-over-Quarter Share Change
- +$35.0MQuarter-over-Quarter Value Change
- 3,420,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 980,000 | 145,000 | -12.9% | $132.8M | 9.6% | $135.5 |
| Q4 2025 | 1,125,000 | 2,295,000 | -67.1% | $97.8M | 4.5% | $86.9 |
| Q3 2025 | 3,420,000 | +3,201,000 | +1461.6% | $289.2M | 9.2% | $84.6 |
| Q2 2025 | 219,000 | 415,400 | -65.5% | $5.2M | 0.2% | $23.9 |
| Q1 2025 | 634,400 | 740,600 | -53.9% | $12.5M | 1.1% | $19.7 |
| Q4 2024 | 1,375,000 | — | — | $30.5M | 1.4% | $22.2 |
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 Trivest Advisors Ltd first disclose a BE position in 13F-HR filings?
Trivest Advisors Ltd first reported BLOOM ENERGY (BE) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Trivest Advisors Ltd's most recent quarter-over-quarter share-count change in BE?
Between Q4 2025 and Q1 2026, Trivest Advisors Ltd reduced its BE position by 145,000 shares (-12.9%), leaving 980,000 shares at a market value of $132.8M.
Does the implied price-per-share represent Trivest Advisors Ltd'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.