MIZUHO MARKETS AMERICAS LLC BE — BLOOM ENERGY CORP

Ownership history in MIZUHO MARKETS AMERICAS LLC  ·  19 quarters on record

AI Ownership Summary

MIZUHO MARKETS AMERICAS LLC reported BLOOM ENERGY CORP (BE) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.64% in 2026 Q2. The latest visible filing shows BE at 0.64% 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 MIZUHO MARKETS AMERICAS LLC'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
2026 Q2

BE was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 MIZUHO MARKETS AMERICAS LLC fund profile MIZUHO MARKETS AMERICAS LLC full holdings
How MIZUHO MARKETS AMERICAS LLC 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 16 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 134,890 — 0% 0.64% $40.8M 2026-07-24 $184.89
2026 Q2 UNCHANGED — — — 134,890 — 0% 0.01% $674K 2026-07-24 $184.89
2026 Q2 ADDED — — — 134,890 +3,390 +2.6% 0.09% $5.6M 2026-07-24 $184.89
2026 Q1 UNCHANGED — — — 131,500 — 0% 0.49% $17.8M 2026-05-14 $303.41
2026 Q1 UNCHANGED — — — 131,500 — 0% 0.02% $613K 2026-05-14 $303.41
2026 Q1 ADDED — — — 131,500 +375 +0.3% 0.02% $695K 2026-05-14 $303.41
2025 Q4 UNCHANGED — — — 131,125 — 0% 0.01% $337K 2026-02-06 $143.03
2025 Q4 ADDED — — — 131,125 +23,601 +21.9% 0.19% $10.0M 2026-02-06 $143.03
2025 Q3 UNCHANGED — — — 107,524 — 0% 0.02% $1.0M 2025-10-29 $133.71
2025 Q3 REDUCED 72.8% +4.5% ❌ 107,524 -287,966 -72.8% 0.15% $8.0M 2025-10-29 $133.71
2025 Q2 ADDED — — — 395,490 +90,980 +29.9% 0.29% $9.5M 2025-08-01 $36.72
2025 Q1 ADDED — — — 304,510 +31,932 +11.7% 0.12% $6.0M 2025-05-12 $18.91
2024 Q4 REDUCED 33.6% -11.5% ✅ 272,578 -137,977 -33.6% 0.11% $6.1M 2025-02-11 $24.07
2024 Q3 ADDED — — — 410,555 +31,189 +8.2% 0.09% $4.3M 2024-11-06 $10.97
2024 Q2 REDUCED 11.7% -13.7% ✅ 379,366 -50,035 -11.7% 0.11% $4.6M 2024-07-31 $13.54
2024 Q1 ADDED — — — 429,401 +40,050 +10.3% 0.12% $4.8M 2024-05-10 $11.16
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BE

As of 2026 Q2 — sorted by position size

Graticule Asia Macro Advisors LLC 3Y 7Y 95.51% Elemental Capital Partners LLC 3Y 64.41% Flight Deck Capital, LP 3Y 30.17% Teilinger Capital Ltd. 3Y 7Y 14.16% Firsthand Capital Management, Inc. 3Y 7Y 12.1% Amplify Investments, LLC 9.46% Situational Awareness LP 9.38% Family CFO Inc 3Y 7.92% Q Fund Management (Hong Kong) Ltd 7.54% Trivest Advisors Ltd 3Y 7.5%

FAQ About MIZUHO MARKETS AMERICAS 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 MIZUHO MARKETS AMERICAS LLC reported owning BE?

MIZUHO MARKETS AMERICAS LLC reported BE across 16 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BE position in MIZUHO MARKETS AMERICAS LLC's portfolio?

The largest reported portfolio weight for BE was 0.64% in 2026 Q2.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q2, when MIZUHO MARKETS AMERICAS LLC reported 134,890 shares, equal to 0.64% of portfolio, with an estimated market value of $40.8M.

What does the chart on this BE ownership page compare?

The chart compares MIZUHO MARKETS AMERICAS 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 MIZUHO MARKETS AMERICAS LLC time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, MIZUHO MARKETS AMERICAS LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on BE relative to SPY over the holding period was +428.7%.

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