§ 13F · FUND PROFILE
Elemental Capital Partners LLC.
AUM · $476M (13F)Positions · 12Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | 1.01M | $307M | 64.4% | −8% |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 233K | $63M | 13.3% | ±0% |
| 3 | INDI | INDIE SEMICONDUCTOR INC | 13.31M | $60M | 12.5% | +5% |
| 4 | LRCX | LAM RESEARCH CORP | 58K | $25M | 5.3% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 29K | $6M | 1.2% | +10% |
| 6 | KHC | KRAFT HEINZ CO | 148K | $3M | 0.7% | +293% |
| 7 | AEP | AMERICAN ELEC PWR CO INC | 24K | $3M | 0.7% | +183% |
| 8 | ARCC | ARES CAPITAL CORP | 129K | $2M | 0.5% | +140% |
| 9 | ET | ENERGY TRANSFER L P | 105K | $2M | 0.4% | +116% |
| 10 | PAA | PLAINS ALL AMERN PIPELINE L | 89K | $2M | 0.4% | +596% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEMENTAL SIGNAL
AC read
Elemental Capital Partners LLC is a Other fund managing $476 million in assets. The fund runs a focused portfolio of just 12 positions.
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