Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Bloom Energy Corp. (BE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 67,231 0.06 Reduce 10.87% <0.01 $135.49 $9,109,128 SEC
2025   Q4 75,434 0.03 Reduce 42.59% 0.02 $86.89 $6,554,460 SEC
2025   Q3 131,390 0.04 Add 92.33% 0.02 $84.57 $11,111,652 SEC
2025   Q2 68,316 0.01 Buy 0.01 $23.92 $1,634,119 SEC