Chicago Capital, LLC BE β€” BLOOM ENERGY CORP CL A

Ownership history in Chicago Capital, LLC  Β·  8 quarters on record

AI Ownership Summary

Chicago Capital, LLC reported BLOOM ENERGY CORP CL A (BE) in 8 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2026 Q1. The latest visible filing shows BE at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Capital, LLC's position in BLOOM ENERGY CORP CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BE was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BE stock page Chicago Capital, LLC fund profile Chicago Capital, LLC full holdings
How Chicago Capital, LLC held BE β€” position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 312,771 -4,282 -1.4% 1.14% $42.4M 2026-04-24 $231.17
2025 Q4 ADDED β€” β€” β€” 317,053 +304,711 +2468.9% 0.68% $27.5M 2026-01-26 $139.62
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BE

As of 2026 Q1 β€” sorted by position size

Mezzasalma Advisors, LLC 3Y 2.78% Broad Peak Investment Advisers Pte Ltd 2.78% UDINE WEALTH MANAGEMENT, INC. 3Y 2.14% Canton Hathaway, LLC 3Y 7Y 1.95% QP WEALTH MANAGEMENT, LLC 3Y 1.87% M.E. ALLISON & CO., INC. 1.4% BLUE JEAN FINANCIAL LLC 1.38% Kercheville Advisors, LLC 3Y 1.38% Trust Investment Advisors 3Y 7Y 1.35% David J Yvars Group 3Y 1.04%

FAQ About Chicago Capital, LLC and BE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Capital, LLC reported owning BE?

Chicago Capital, LLC reported BE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BE position in Chicago Capital, LLC's portfolio?

The largest reported portfolio weight for BE was 1.14% in 2026 Q1.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Capital, LLC reported 312,771 shares, equal to 1.14% of portfolio, with an estimated market value of $42.4M.

What does the chart on this BE ownership page compare?

The chart compares Chicago Capital, LLC's quarterly BE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Capital, LLC time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, Chicago Capital, LLC correctly timed 2 out of 3 reported position changes (67%).

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