Elemental Capital Partners LLC

CIK 0001860672 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Elemental Capital Partners LLC reported 12 positions worth $476.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: BE (64.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$476.3M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.5%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BEBLOOM ENERGY CORPSH$306.8M64.41%1,013,406
2CRDOCREDO TECHNOLOGY GROUP HOLDISH$63.4M13.31%233,138
3INDIINDIE SEMICONDUCTOR INCSH$59.8M12.55%13,309,443
4LRCXLAM RESEARCH CORPSH$25.0M5.25%57,710
5NVDANVIDIA CORPORATIONSH$5.8M1.21%28,883
6KHCKRAFT HEINZ COSH$3.5M0.73%147,677
7AEPAMERICAN ELEC PWR CO INCSH$3.3M0.70%24,413
8ARCCARES CAPITAL CORPSH$2.4M0.50%128,732
9ETENERGY TRANSFER L PSH$2.0M0.42%104,853
10PAAPLAINS ALL AMERN PIPELINE LSH$2.0M0.41%88,760

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Elemental Capital Partners LLC hold as of Q2 2026?

Elemental Capital Partners LLC reported 12 positions worth $476.3M in its Q2 2026 13F filing. Largest positions: BE (64.4%), CRDO (13.3%), INDI (12.5%), LRCX (5.3%) and NVDA (1.2%).

What did Elemental Capital Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Elemental Capital Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.