Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elemental Capital Partners LLC (CIK 1860672) reported $234.9M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BE ($150.0M, 63.89%), INDI ($40.7M, 17.34%), CRDO ($21.9M, 9.34%), LRCX ($12.3M, 5.23%), NVDA ($4.6M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP | $150.0M | 63.89% | 1.1M | Trimmed |
| 2 | INDI | INDIE SEMICONDUCTOR INC | $40.7M | 17.34% | 12.6M | Added |
| 3 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.9M | 9.34% | 233,568 | Added |
| 4 | LRCX | LAM RESEARCH CORP | $12.3M | 5.23% | 57,485 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $4.6M | 1.95% | 26,283 | Added |
| 6 | AEP | AMERICAN ELEC PWR CO INC | $1.1M | 0.48% | 8,627 | New |
| 7 | ARCC | ARES CAPITAL CORP | $966,647 | 0.41% | 53,643 | New |
| 8 | ET | ENERGY TRANSFER L P | $934,873 | 0.40% | 48,439 | New |
| 9 | KHC | KRAFT HEINZ CO | $845,264 | 0.36% | 37,584 | New |
| 10 | PFE | PFIZER INC | $570,305 | 0.24% | 20,310 | New |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $571,276 | 0.24% | 11,380 | New |
| 12 | PAA | PLAINS ALL AMERN PIPELINE L | $284,774 | 0.12% | 12,753 | New |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31