Question 1

How many shares of BE does Situational Awareness LP own?

Accepted Answer

As of 2026-Q1, Situational Awareness LP holds 6.5M shares of BE (BLOOM ENERGY CORP).

Question 2

What is Situational Awareness LP's BE position worth?

Accepted Answer

As of 2026-Q1, Situational Awareness LP's BE position is worth $878.7M.

Question 3

Is Situational Awareness LP buying or selling BE?

Accepted Answer

In 2026-Q1, Situational Awareness LP decreased their BE position (-35.6% change in shares).

Question 4

When did Situational Awareness LP first buy BE?

Accepted Answer

Based on available 13F filings, Situational Awareness LP first reported a position in BE in 2026-Q1. They have held the position across 2 quarters.