Cliff Asness's BE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 128,148 shares of Bloom Energy Corporation (BE) worth $11.13 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 100,632 shares. Largest reduction occurred in Q3 2025, reducing 88,331 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Bloom Energy Corporation (BE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bloom Energy Corporation (BE) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +24,675 | New Buy | 24,675 | $17.95 |
| Q4 2020 | +32,341 | Add 131.07% | 57,016 | $28.66 |
| Q1 2021 | -11,932 | Reduce 20.93% | 45,084 | $27.06 |
| Q2 2021 | -10,250 | Reduce 22.74% | 34,834 | $26.87 |
| Q3 2021 | -22,459 | Reduce 64.47% | 12,375 | $18.75 |
| Q4 2021 | +5,182 | Add 41.87% | 17,557 | $21.93 |
| Q1 2022 | -17,557 | Sold Out | 0 | $0.00 |
| Q3 2022 | +10,778 | New Buy | 10,778 | $19.95 |
| Q4 2022 | +56,701 | Add 526.08% | 67,479 | $19.12 |
| Q1 2023 | -34,290 | Reduce 50.82% | 33,189 | $19.93 |
| Q2 2023 | -12,015 | Reduce 36.20% | 21,174 | $16.35 |
| Q3 2023 | -21,174 | Sold Out | 0 | $0.00 |
| Q1 2025 | +92,565 | New Buy | 92,565 | $19.66 |
| Q2 2025 | +100,632 | Add 108.71% | 193,197 | $23.92 |
| Q3 2025 | -88,331 | Reduce 45.72% | 104,866 | $84.57 |
| Q4 2025 | +23,282 | Add 22.20% | 128,148 | $86.89 |
Cliff Asness's Bloom Energy Corporation Investment FAQs
Cliff Asness first purchased Bloom Energy Corporation (BE) in Q3 2020, acquiring 24,675 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Bloom Energy Corporation (BE) for 16 quarters since Q3 2020.
Cliff Asness's largest addition to Bloom Energy Corporation (BE) was in Q2 2025, adding 193,197 shares worth $4.62 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 128,148 shares of Bloom Energy Corporation (BE), valued at approximately $11.13 M.
As of the Q4 2025 filing, Bloom Energy Corporation (BE) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Bloom Energy Corporation (BE) was 193,197 shares, as reported at the end of Q2 2025.