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Elemental Capital Partners LLC Top Holdings and 13F Report (2026)

About Elemental Capital Partners LLC

Investment Activity

  • Elemental Capital Partners LLC has $234.85 million in total holdings as of March 31, 2026.
  • Elemental Capital Partners LLC owns shares of 12 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 11.03% of the portfolio was purchased this quarter.
  • About 10.99% of the portfolio was sold this quarter.
  • This quarter, Elemental Capital Partners LLC has purchased 6 new stocks and bought additional shares in 4 stocks.
  • Elemental Capital Partners LLC sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Bloom Energy
$150,044,336
LAM RESEARCH CORP
$12,282,245
NVIDIA
$4,583,755

Largest New Holdings this Quarter

025537101 - American Electric Power
$1,130,827 Holding
04010L103 - Ares Capital
$966,647 Holding
29273V100 - Energy Transfer
$934,873 Holding
500754106 - Kraft Heinz
$845,264 Holding
92343V104 - Verizon Communications
$571,276 Holding

Largest Purchases this Quarter

indie Semiconductor
4,741,680 shares (about $15.27M)
Credo Technology Group
41,358 shares (about $3.88M)
LAM RESEARCH CORP
6,183 shares (about $1.32M)
American Electric Power
8,627 shares (about $1.13M)
Ares Capital
53,643 shares (about $966.65K)

Largest Sales this Quarter

Bloom Energy
65,480 shares (about $8.87M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElemental Capital Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Bloom Energy Corporation stock logo
BE
Bloom Energy
$150,044,336$8,871,885 -5.6%1,107,42063.9%Energy
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$40,714,945$15,268,209 60.0%12,644,39317.3%Computer and Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$21,925,028$3,882,275 21.5%233,5689.3%Computer and Technology
LAM RESEARCH CORP
$12,282,245$1,321,060 12.1%57,4855.2%COM NEW
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,583,755$130,102 2.9%26,2832.0%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,130,827$1,130,827 New Holding8,6270.5%Utilities
Ares Capital Corporation stock logo
ARCC
Ares Capital
$966,647$966,647 New Holding53,6430.4%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$934,873$934,873 New Holding48,4390.4%Energy
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$845,264$845,264 New Holding37,5840.4%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$571,276$571,276 New Holding11,3800.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$570,305$570,305 New Holding20,3100.2%Medical
PLAINS ALL AMERN PIPELINE L
$284,774$284,774 New Holding12,7530.1%UNIT LTD PARTN
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$16,945,607 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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