Letters by company
Bloom Energy Corp
4 letters discussing BE. Everything written about it on this site is on its ticker page.
- Crossroads Capital, LLC Crossroads Capital Q2 2026 Investor Letter Crossroads Capital trimmed and wrote calls on Nebius, added Nintendo during its selloff, and initiated a common-and-call position in Take-Two alongside its Nintendo work. The portfolio emphasizes company-specific catalysts in AST SpaceMobile, Nebius and FTAI Aviation while treating momentum-driven selling as disconnected from operating progress. Q2 2026 ASTS $22BBE $87BFTAI $17B
- Conestoga Capital Advisors 2Q26 Quarterly Commentary Conestoga attributes its lag to a concentrated AI and high-beta rally, while retaining a quality-growth posture and expecting leadership to broaden as supply constraints ease and monetary policy tightens. It added energy and power-infrastructure names including Kodiak Gas Services, Magnolia Oil & Gas and Perimeter Solutions, and exited BlackLine, CCC Intelligent Solutions and other positions. 2Q26 AAON $7.2BAORT $1.1BBCPC $5.3B
- Polen Capital 5Perspectives Growth Opportunities Polen 5Perspectives Growth Opportunities 2Q 2026 Portfolio Manager Commentary Polen 5Perspectives Growth Opportunities increased Technology exposure substantially through semiconductor and neocloud additions, funded by reductions in Industrials, Financials, and Consumer Discretionary. Bloom Energy, Advanced Micro Devices, and Nebius Group benefited from AI infrastructure demand, while Fastly, BWX Technologies, and Palantir faced selective investor positioning and valuation pressure. 2Q 2026 AMD $1.1TBE $87BBWXT $13B
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund trimmed Twist Bioscience, MACOM Technology Solutions and Modine after appreciation, while reducing Installed Building Products and Ascendis Pharma as their profit cycles faced setbacks. The team initiated Virtu Financial, Murphy USA and USA Rare Earth, and shifted software underweight as AI alters competitive dynamics and monetization prospects. Q2 2026 ASND $15BCIGI $4.5BFLEX $42B
