SEC 13F Intelligence

Whale Rock Capital Management LLC / BE

Whale Rock Capital Management LLC’s Bloom Energy Corp Position

Does Whale Rock Capital Management LLC own Bloom Energy Corp (BE)? Yes — 1.65M shares worth $224M (+2.89% of its 13F portfolio) as of Q1 2026, up from 1.34M shares the prior filed quarter.

Position Value
$224M
Q1 2026
Shares
1.65M
% of Portfolio
+2.89%
Quarters Held
6
currently held

Position History BE

Reported value by quarter
Q2 ’24: $30MQ2 ’24Q1 ’25: $78MQ1 ’25Q2 ’25: $49MQ2 ’25Q3 ’25: $396MQ3 ’25Q4 ’25: $116MQ4 ’25Q1 ’26: $224MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.65M$224M+2.89%
Q4 20251.34M$116M+1.49%
Q3 20254.68M$396M+4.66%
Q2 20252.03M$49M+0.67%
Q1 20253.95M$78M+1.35%
Q2 20242.45M$30M+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of BE.