Bloom Energy Corporation (BE) Slid on Restrained AI Enthusiasm
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Situational Awareness LP Leopold Aschenbrenner | 10,076,022 | $875,505,552 | 15.87% | |
| 2. | D E Shaw D. E. Shaw | 8,798,303 | $764,484,547 | -26% | 0.42% |
| 3. | 4,177,100 | $362,948,219 | +38% | 0.05% | |
| 4. | 3,949,600 | $343,180,744 | +3% | 0.05% | |
| 5. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 3,476,548 | $302,077,256 | +8% | 3.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.82 | 38,000 | $753,046.00 | 159,709 | 2021-05-17 | Filing | |
| $14.86 | 70,000 | $1,040,354.00 | 110,058 | 2020-08-14 | Filing | |
| $13.52 | 8,000 | $108,160.00 | 8,000 | 2019-03-08 | Filing | |
| $9.46 | 50,000 | $473,000.00 | 52,917 | 2019-02-12 | Filing | |
| $15.00 | 333,333 | $4,999,995.00 | 333,333 | 2018-07-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.37 | 1,521 | $211,981.77 | 230,017 | 2026-02-17 | Filing | |
| $139.56 | 3,332 | $465,013.92 | 219,871 | 2026-02-17 | Filing | |
| $139.81 | 3,746 | $523,728.26 | 201,072 | 2026-02-17 | Filing | |
| $88.12 | 431 | $37,979.72 | 229,449 | 2025-12-16 | Filing | |
| $86.48 | 3,264 | $282,270.72 | 90,005 | 2025-12-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,646,003 | $2,489,051,656 | 0.56% | |
| 2. | 24,157,256 | $2,099,023,935 | 0.04% | |
| 3. | 20,853,477 | $1,811,958,617 | 0.03% | |
| 4. | 9,352,198 | $812,612,694 | 0.05% | |
| 5. | 6,731,100 | $584,865,279 | 0.07% |