Q2 2026 · SEC 13F patterns

Q2 2026 13F themes

The first Q2 2026 theme: hedge-style funds opening Bloom Energy versus a smaller set of new FuelCell books, set against the onsite-power story for AI datacenters.

Filing window: Q2 2026 vs Q1 2026SEC 13F-derived QuantyFight data

01 · Onsite power

Bloom Energy Leads Hedge Entries vs FuelCell as AI BYOE Builds

In the Energy + Industrial Machinery/Components hedge-style slice, Bloom Energy shows 9 new hedge books versus FuelCell’s 3. Named new BE positions add up to about $139.6 million, and the same name also has 11 exits.

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Numbers come from QuantyFight; narrative interpretation is AI-assisted. Not investment advice. Filing window Q2 2026 vs Q1 2026.