Elemental Capital Partners Llc Portfolio Stock Holdings

Elemental Capital Partners Llc disclosed 12 stock positions valued at approximately $476.3 million in its latest SEC 13F filing. The largest holdings include BLOOM ENERGY CORP, CREDO TECHNOLOGY GROUP HOLDI, and INDIE SEMICONDUCTOR INC. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.

Report Period
June 30, 2026
No. of Stocks
12
Portfolio Value
$476.3M
Holdings by Sector
Elemental Capital Partners Llc Portfolio Holdings in Q2 2026

12 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BLOOM ENERGY CORPBEIndustrials64.41%1,013,406-94,014-8.49%$306,757,996
CREDO TECHNOLOGY GROUP HOLDIG25457105Other13.31%233,138-430-0.18%$63,401,879
INDIE SEMICONDUCTOR INCINDITechnology12.55%13,309,443+665,050+5.26%$59,759,399
LAM RESEARCH CORPLRCXOther5.25%57,710+225+0.39%$25,007,474
NVIDIA CORPORATIONNVDATechnology1.21%28,883+2,600+9.89%$5,779,199
KRAFT HEINZ COKHCConsumer Defensive0.73%147,677+110,093+292.93%$3,488,131
AMERICAN ELEC PWR CO INCAEPUtilities0.70%24,413+15,786+182.98%$3,339,943
ARES CAPITAL CORPARCCFinancial Services0.50%128,732+75,089+139.98%$2,385,404
ENERGY TRANSFER L PETEnergy0.42%104,853+56,414+116.46%$2,004,789
PLAINS ALL AMERN PIPELINE LPAAEnergy0.41%88,760+76,007+595.99%$1,975,798
HERCULES CAPITAL INCHTGCFinancial Services0.40%120,680+120,680+100.00%$1,903,124
PFIZER INCPFEHealthcare0.10%20,310--$489,065