Flight Deck Capital, LP BE β€” BLOOM ENERGY CORP

Ownership history in Flight Deck Capital, LP  Β·  4 quarters on record

AI Ownership Summary

Flight Deck Capital, LP reported BLOOM ENERGY CORP (BE) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 20.06% in 2025 Q4. The latest visible filing shows BE at 20.06% 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.

What this BE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Flight Deck Capital, LP's position in BLOOM ENERGY CORP, 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
2025 Q4

BE was reported at 20.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.06% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Flight Deck Capital, LP 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 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 270,676 β€” 0% 20.06% $23.5M 2026-02-14 (Est.) $139.74
2025 Q3 REDUCED β€” β€” β€” 270,676 -8,324 -3.0% 17.33% $22.9M 2025-11-14 $111.89
2025 Q1 ADDED β€” β€” β€” 279,000 +17,100 +6.5% 5.66% $5.5M 2025-05-15 $19.82
2024 Q4 INITIATED β€” β€” β€” 261,900 β€” β€” 6.47% $5.8M 2025-02-14 $25.41

FAQ About Flight Deck Capital, LP and BE

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

How long has Flight Deck Capital, LP reported owning BE?

Flight Deck Capital, LP reported BE across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BE position in Flight Deck Capital, LP's portfolio?

The largest reported portfolio weight for BE was 20.06% in 2025 Q4.

What is the latest reported BE position on this page?

The most recent filing on this page is 2025 Q4, when Flight Deck Capital, LP reported 270,676 shares, equal to 20.06% of portfolio, with an estimated market value of $23.5M.

What does the chart on this BE ownership page compare?

The chart compares Flight Deck Capital, LP'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 Flight Deck Capital, LP time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, Flight Deck Capital, LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BE relative to SPY over the holding period was +386.6%.

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