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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 $415.19 million in total holdings as of September 30, 2026.
  • Elemental Capital Partners LLC owns shares of 12 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 2.19% of the portfolio was purchased this quarter.
  • This quarter, Elemental Capital Partners LLC has purchased 12 new stocks and bought additional shares in 11 stocks.
  • Elemental Capital Partners LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Bloom Energy
$287,790,806
LAM RESEARCH CORP
$19,515,137
NVIDIA
$6,685,368

Largest Purchases this Quarter

Bloom Energy
25,625 shares (about $7.10M)
Credo Technology Group
4,520 shares (about $880.45K)
LAM RESEARCH CORP
1,695 shares (about $556.82K)
indie Semiconductor
62,806 shares (about $183.71K)
NVIDIA
390 shares (about $89.07K)

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
$287,790,806$7,097,612 ▲2.5%1,039,03169.3%Industrials
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$46,293,402$880,451 ▲1.9%237,65811.2%Technology
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$39,113,828$183,708 ▲0.5%13,372,2499.4%Technology
LAM RESEARCH CORP
$19,515,137$556,824 ▲2.9%59,4054.7%COM NEW
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,685,368$89,068 ▲1.4%29,2731.6%Technology
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$3,399,525$44,304 ▲1.3%149,6270.8%Consumer Staples
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$2,918,900$22,542 ▲0.8%24,6030.7%Utilities
Ares Capital Corporation stock logo
ARCC
Ares Capital
$2,527,541$68,760 ▲2.8%132,3320.6%Finance
PLAINS ALL AMERN PIPELINE L
$2,150,455$45,068 ▲2.1%90,6600.5%UNIT LTD PARTN
ENERGY TRANSFER L P
$2,114,461$41,517 ▲2.0%106,9530.5%COM UT LTD PTN
Hercules Capital, Inc. stock logo
HTGC
Hercules Capital
$2,097,552$68,921 ▲3.4%124,7800.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$579,2410.0%20,3100.1%Healthcare

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data