Elemental Capital Partners LLC
- SEC CIK
- 0001860672
- Latest filing
- Jul 28, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 12
- 0 vs. Q1 2026
- Portfolio value
- $476.3M
- +$241.4M (+102.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BEBloom Energy Corp | COM CL A | 1,013,406 | $306.8M | 64.4% | −94,014−8.5% | Reduced | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 233,138 | $63.4M | 13.3% | −430−0.2% | Reduced | History |
| INDIindie Semiconductor, Inc. | CLASS A COM | 13,309,443 | $59.8M | 12.5% | +665,050+5.3% | Added | History |
| LRCXLam Research Corp | Stock | 57,710 | $25.0M | 5.3% | +225+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 28,883 | $5.78M | 1.2% | +2,600+9.9% | Added | History |
| KHCKraft Heinz Co | Stock | 147,677 | $3.49M | 0.7% | +110,093+292.9% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 24,413 | $3.34M | 0.7% | +15,786+183.0% | Added | History |
| ARCCAres Capital Corp | CEF | 128,732 | $2.39M | 0.5% | +75,089+140.0% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 104,853 | $2.00M | 0.4% | +56,414+116.5% | Added | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 88,760 | $1.98M | 0.4% | +76,007+596.0% | Added | History |
| HTGCHercules Capital, Inc. | COM | 120,680 | $1.90M | 0.4% | +120,680 | New | History |
| PFEPfizer Inc | Stock | 20,310 | $489.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.