Elemental Capital Partners LLC Top Holdings and 13F Report (2026) About Elemental Capital Partners LLCInvestment ActivityElemental Capital Partners LLC has $476.29 million in total holdings as of June 30, 2026.Elemental Capital Partners LLC owns shares of 12 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 3.03% of the portfolio was purchased this quarter.About 6.12% of the portfolio was sold this quarter.This quarter, Elemental Capital Partners LLC has purchased 12 new stocks and bought additional shares in 8 stocks.Elemental Capital Partners LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Bloom Energy $306,757,996Credo Technology Group $63,401,879indie Semiconductor $59,759,399LAM RESEARCH CORP $25,007,474NVIDIA $5,779,199 Largest New Holdings this Quarter 427096508 - Hercules Capital $1,903,124 Holding Largest Purchases this Quarter indie Semiconductor 665,050 shares (about $2.99M)Kraft Heinz 110,093 shares (about $2.60M)American Electric Power 15,786 shares (about $2.16M)Hercules Capital 120,680 shares (about $1.90M)PLAINS ALL AMERN PIPELINE L 76,007 shares (about $1.69M) Largest Sales this Quarter Bloom Energy 94,014 shares (about $28.46M)Credo Technology Group 430 shares (about $116.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElemental Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBEBloom Energy$306,757,996$28,458,038 â–¼-8.5%1,013,40664.4%EnergyCRDOCredo Technology Group$63,401,879$116,938 â–¼-0.2%233,13813.3%Computer and TechnologyINDIindie Semiconductor$59,759,399$2,986,074 â–²5.3%13,309,44312.5%Computer and TechnologyLAM RESEARCH CORP$25,007,474$97,499 â–²0.4%57,7105.3%COM NEWNVDANVIDIA$5,779,199$520,234 â–²9.9%28,8831.2%Computer and TechnologyKHCKraft Heinz$3,488,131$2,600,397 â–²292.9%147,6770.7%Consumer StaplesAEPAmerican Electric Power$3,339,943$2,159,683 â–²183.0%24,4130.7%UtilitiesARCCAres Capital$2,385,404$1,391,399 â–²140.0%128,7320.5%FinanceETEnergy Transfer$2,004,789$1,078,635 â–²116.5%104,8530.4%EnergyPLAINS ALL AMERN PIPELINE L$1,975,798$1,691,916 â–²596.0%88,7600.4%UNIT LTD PARTNHTGCHercules Capital$1,903,124$1,903,124 â–²New Holding120,6800.4%FinancePFEPfizer$489,0650.0%20,3100.1%MedicalVZVerizon Communications$0$571,276 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
