5 hedge funds and family offices disclose a BE position in their latest SEC 13F filing — combined $1.92B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 6,272,808 | $1.90B | 9.38% | 2026-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 28,147 | $8.5M | 0.04% | 2026-06-30 |
| 3 | Polen Capital | Polen Capital Management LLC | 75,434 | $6.6M | 0.03% | 2025-12-31 |
| 4 | Torray Funds | Torray Investment Partners LLC | 30,786 | $2.7M | 0.38% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 569 | $49K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold BE. The largest disclosed position is Leopold Aschenbrenner at $1.90B (9.4% 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
5 hedge funds and family offices disclose a BE position in their latest SEC 13F filing — combined $1.92B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 6,272,808 | $1.90B | 9.38% | 2026-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 28,147 | $8.5M | 0.04% | 2026-06-30 |
| 3 | Polen Capital | Polen Capital Management LLC | 75,434 | $6.6M | 0.03% | 2025-12-31 |
| 4 | Torray Funds | Torray Investment Partners LLC | 30,786 | $2.7M | 0.38% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 569 | $49K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold BE. The largest disclosed position is Leopold Aschenbrenner at $1.90B (9.4% 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
