Elemental Capital Partners Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Elemental Capital Partners Llc disclosed 12 stock positions valued at approximately $476.29M as of quarter-end June 30, 2026. The largest holdings include BLOOM ENERGY CORP, CREDO TECHNOLOGY GROUP HOLDI, and INDIE SEMICONDUCTOR INC.

Report Period
June 30, 2026
No. of Stocks
12
Portfolio Value
$476.29M
Holdings by Sector
Elemental Capital Partners Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BLOOM ENERGY CORPBEIndustrials64.41%1,013,406-94,014-8.49%$306,757,996
CREDO TECHNOLOGY GROUP HOLDICRDOTechnology13.31%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
Showing 12 of 12 holdings in the latest reporting period.
Elemental Capital Partners Llc Portfolio Stock Holdings | InsiderSet