Whale Rock Capital Management LLC: BLOOM ENERGY CORP (BE): Quarterly 13F Position History
As of Q2 2026, Whale Rock Capital Management LLC reported 1,608,305 shares of BLOOM ENERGY CORP (BE), worth $486.8M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: 45,483 (-2.8%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 1,608,305Shares Held (Latest Filing)
- $486.8MReported Market Value (Latest Filing)
- 3.9%Portfolio Weight (% of 13F Equity Book)
- 45,483Quarter-over-Quarter Share Change
- +$262.8MQuarter-over-Quarter Value Change
- 4,680,973Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,608,305 | 45,483 | -2.8% | $486.8M | 3.9% | $302.7 |
| Q1 2026 | 1,653,788 | +314,165 | +23.5% | $224.1M | 2.9% | $135.5 |
| Q4 2025 | 1,339,623 | 3,341,350 | -71.4% | $116.4M | 1.5% | $86.9 |
| Q3 2025 | 4,680,973 | +2,650,524 | +130.5% | $395.9M | 4.7% | $84.6 |
| Q2 2025 | 2,030,449 | 1,924,085 | -48.7% | $48.6M | 0.7% | $23.9 |
| Q1 2025 | 3,954,534 | +3,954,534 | – | $77.7M | 1.3% | $19.7 |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 2,448,364 | -100.0% | $0 | 0.0% | – |
| Q2 2024 | 2,448,364 | – | – | $30.0M | 0.4% | $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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Whale Rock Capital Management LLC first disclose a BE position in 13F-HR filings?
Whale Rock Capital Management LLC first reported BLOOM ENERGY CORP (BE) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Whale Rock Capital Management LLC's most recent quarter-over-quarter share-count change in BE?
Between Q1 2026 and Q2 2026, Whale Rock Capital Management LLC reduced its BE position by 45,483 shares (-2.8%), leaving 1,608,305 shares at a market value of $486.8M.
Does the implied price-per-share represent Whale Rock Capital Management LLC'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.