Napean Trading & Investment Co (Singapore) PTE Ltd BE — BLOOM ENERGY CORP

Ownership history in Napean Trading & Investment Co (Singapore) PTE Ltd  ·  9 quarters on record

AI Ownership Summary

Napean Trading & Investment Co (Singapore) PTE Ltd reported BLOOM ENERGY CORP (BE) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.21% in 2024 Q4. The latest visible filing shows BE at 0.39% 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 Napean Trading & Investment Co (Singapore) PTE Ltd'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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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 Napean Trading & Investment Co (Singapore) PTE Ltd fund profile Napean Trading & Investment Co (Singapore) PTE Ltd full holdings
How Napean Trading & Investment Co (Singapore) PTE Ltd 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 80.0% -13.2% ✅ 3,761 -15,045 -80.0% 0.39% $1.1M 2026-08-12 $237.16
2026 Q1 REDUCED 31.5% +103.0% ❌ 18,806 -8,654 -31.5% 1.09% $2.5M 2026-05-12 $280.69
2025 Q4 REDUCED 76.0% +55.9% ❌ 27,460 -87,000 -76.0% 0.46% $2.4M 2026-02-13 $139.74
2025 Q3 REDUCED 34.8% +4.5% ❌ 114,460 -61,020 -34.8% 1.88% $9.7M 2025-11-10 $139.23
2025 Q2 REDUCED 19.5% +207.7% ❌ 175,480 -42,400 -19.5% 1.11% $4.2M 2025-08-12 $41.25
2025 Q1 REDUCED 45.9% +21.7% ❌ 217,880 -184,808 -45.9% 1.25% $4.3M 2025-05-15 $19.82
2024 Q4 ADDED — — — 402,688 +41,631 +11.5% 2.21% $8.9M 2025-02-11 $24.07
2024 Q3 ADDED — — — 361,057 +169,356 +88.3% 0.93% $3.8M 2024-11-14 $13.28
2024 Q2 INITIATED — — — 191,701 — — 0.56% $2.3M 2024-08-06 $10.65

🏢 Other funds also holding BE

As of 2026 Q3 — sorted by position size

Elemental Capital Partners LLC 3Y 69.32% REX Advisers, LLC 4.69% Mezzasalma Advisors, LLC 3Y 4.52% Rye Brook Capital LLC 3Y 3.01% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 2.84% Westwind Capital 3Y 7Y 2.5% M.E. ALLISON & CO., INC. 2.14% Chicago Capital, LLC 3Y 7Y 2.07% David J Yvars Group 3Y 1.66% VMS Asset Management Limited 1.47%

FAQ About Napean Trading & Investment Co (Singapore) PTE Ltd and BE

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

How long has Napean Trading & Investment Co (Singapore) PTE Ltd reported owning BE?

Napean Trading & Investment Co (Singapore) PTE Ltd reported BE across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BE position in Napean Trading & Investment Co (Singapore) PTE Ltd's portfolio?

The largest reported portfolio weight for BE was 2.21% in 2024 Q4.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q2, when Napean Trading & Investment Co (Singapore) PTE Ltd reported 3,761 shares, equal to 0.39% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BE ownership page compare?

The chart compares Napean Trading & Investment Co (Singapore) PTE Ltd'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 Napean Trading & Investment Co (Singapore) PTE Ltd time their BE position?

Based on 13F filing dates vs. subsequent BE price moves, Napean Trading & Investment Co (Singapore) PTE Ltd correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on BE relative to SPY over the holding period was +911.7%.

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