Situational Awareness LP's position in Bloom Energy is currently worth $1.58B. It makes up 41.18% of their stock portfolio and is their biggest holding. The investor owns 2.27% of the outstanding Bloom Energy stock. Situational Awareness LP started to build up the position in Bloom Energy in Q4 2025. Since then they sold 3.59M shares. The stake costed the investor $681M, netting the investor a gain of 132% so far.