Elemental Capital Partners LLC 13F Holdings · Q2 2026
Elemental Capital Partners LLC reported 12 securities worth $476.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BE (64.41%), CRDO (13.31%), INDI (12.55%). Among its top 25 positions this quarter: 1 new, 8 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | $306.8M | 64.41% | 1.0M | Trimmed |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $63.4M | 13.31% | 233,138 | Trimmed |
| 3 | INDI | INDIE SEMICONDUCTOR INC | $59.8M | 12.55% | 13.3M | Added |
| 4 | LRCX | LAM RESEARCH CORP | $25.0M | 5.25% | 57,710 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.8M | 1.21% | 28,883 | Added |
| 6 | KHC | KRAFT HEINZ CO | $3.5M | 0.73% | 147,677 | Added |
| 7 | AEP | AMERICAN ELEC PWR CO INC | $3.3M | 0.70% | 24,413 | Added |
| 8 | ARCC | ARES CAPITAL CORP | $2.4M | 0.50% | 128,732 | Added |
| 9 | ET | ENERGY TRANSFER L P | $2.0M | 0.42% | 104,853 | Added |
| 10 | PAA | PLAINS ALL AMERN PIPELINE L | $2.0M | 0.41% | 88,760 | Added |
| 11 | HTGC | HERCULES CAPITAL INC | $1.9M | 0.40% | 120,680 | New |
| 12 | PFE | PFIZER INC | $489,065 | 0.10% | 20,310 | Hold |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR