6 hedge funds and family offices disclose a BE position in their latest SEC 13F filing — combined $912.6M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 6,485,408 | $878.7M | 6.42% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 136,320 | $18.5M | 0.63% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 75,434 | $6.6M | 0.03% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 45,683 | $6.2M | 0.03% | 2026-03-31 |
| 5 | Torray Funds | Torray Investment Partners LLC | 30,786 | $2.7M | 0.38% | 2025-12-31 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 569 | $49K | 0.01% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold BE. The largest disclosed position is Leopold Aschenbrenner at $878.7M (6.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BE, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
6 hedge funds and family offices disclose a BE position in their latest SEC 13F filing — combined $912.6M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 6,485,408 | $878.7M | 6.42% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 136,320 | $18.5M | 0.63% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 75,434 | $6.6M | 0.03% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 45,683 | $6.2M | 0.03% | 2026-03-31 |
| 5 | Torray Funds | Torray Investment Partners LLC | 30,786 | $2.7M | 0.38% | 2025-12-31 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 569 | $49K | 0.01% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold BE. The largest disclosed position is Leopold Aschenbrenner at $878.7M (6.4% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BE, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
