Lombard Odier Asset Management (USA) Corp BE BLOOM ENERGY CORP

Ownership history in Lombard Odier Asset Management (USA) Corp  ·  17 quarters on record

AI Ownership Summary

Lombard Odier Asset Management (USA) Corp reported BLOOM ENERGY CORP (BE) in 17 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows BE at 0.04% 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 Lombard Odier Asset Management (USA) Corp'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

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 Lombard Odier Asset Management (USA) Corp held BE — position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 78.0% +55.9% 5,510 -19,490 -78.0% 0.04% $479K 2026-02-17 $145.32
2025 Q3 ADDED 25,000 +5,000 +25.0% 0.14% $2.1M 2025-11-14 $111.89
2025 Q3 REDUCED 80.0% +4.5% 20,000 -80,000 -80.0% 0.11% $1.7M 2025-11-14 $111.89
2025 Q1 ADDED 100,000 +17,700 +21.5% 0.16% $2.0M 2025-05-15 $19.82
2024 Q4 REDUCED 39.0% -11.5% 82,300 -52,700 -39.0% 0.13% $1.8M 2025-02-14 $25.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lombard Odier Asset Management (USA) Corp and BE

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

How long has Lombard Odier Asset Management (USA) Corp reported owning BE?

Lombard Odier Asset Management (USA) Corp reported BE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BE position in Lombard Odier Asset Management (USA) Corp's portfolio?

The largest reported portfolio weight for BE was 0.16% in 2025 Q1.

What is the latest reported BE position on this page?

The most recent filing on this page is 2025 Q4, when Lombard Odier Asset Management (USA) Corp reported 5,510 shares, equal to 0.04% of portfolio, with an estimated market value of $479K.

What does the chart on this BE ownership page compare?

The chart compares Lombard Odier Asset Management (USA) Corp'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 Lombard Odier Asset Management (USA) Corp time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, Lombard Odier Asset Management (USA) Corp correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on BE relative to SPY over the holding period was -13.6%.

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