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Elemental Capital Partners LLC

SEC CIK
0001860672
Latest filing
Jul 28, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
12
+6 vs. Q4 2025
Portfolio value
$234.9M
+$46.9M (+25.0%) vs. Q4 2025
Filed
Apr 27, 2026
SEC
Holdings of Elemental Capital Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
BEBloom Energy CorpCOM CL A1,107,420$150.0M63.9%−65,480−5.6%ReducedHistory
INDIindie Semiconductor, Inc.CLASS A COM12,644,393$40.7M17.3%+4,741,680+60.0%AddedHistory
CRDOCredo Technology Group Holding LtdStock233,568$21.9M9.3%+41,358+21.5%AddedHistory
LRCXLam Research CorpStock57,485$12.3M5.2%+6,183+12.1%AddedHistory
NVDANVIDIA CorpStock26,283$4.58M2.0%+746+2.9%AddedHistory
AEPAmerican Electric Power Co IncStock8,627$1.13M0.5%+8,627NewHistory
ARCCAres Capital CorpCEF53,643$966.6K0.4%+53,643NewHistory
ETEnergy Transfer LPCOM UT LTD PTN48,439$934.9K0.4%+48,439NewHistory
KHCKraft Heinz CoStock37,584$845.3K0.4%+37,584NewHistory
VZVerizon Communications IncStock11,380$571.3K0.2%+11,380NewHistory
PFEPfizer IncStock20,310$570.3K0.2%+20,310NewHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN12,753$284.8K0.1%+12,753NewHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Elemental Capital Partners LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
MRVLMarvell Technology, Inc.COM199,407$16.9M9.0%History