Elemental Capital Partners LLC — 13F Holdings & Portfolio
CIK 1860672 · latest 13F-HR filed 2026-07-28
Elemental Capital Partners LLC manages $476.3M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BE (64.41%), CRDO (13.31%), INDI (12.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 10, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SAN FRANCISCO, CA 94121
$476.3M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-07-28
+1 / −1 / ↑10 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$156.7M +104.4%
- CREDO TECHNOLOGY GROUP HOLDI$41.5M +189.2%
- INDIE SEMICONDUCTOR INC$19.0M +46.8%
- LAM RESEARCH CORP$12.7M +103.6%
- KRAFT HEINZ CO$2.6M +312.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | BE | 093712107 | $306.8M | 64.41% | 1,013,406 | SH |
| 2 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $63.4M | 13.31% | 233,138 | SH |
| 3 | INDIE SEMICONDUCTOR INC | INDI | 45569U101 | $59.8M | 12.55% | 13,309,443 | SH |
| 4 | LAM RESEARCH CORP | LRCX | 512807306 | $25.0M | 5.25% | 57,710 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.8M | 1.21% | 28,883 | SH |
| 6 | KRAFT HEINZ CO | KHC | 500754106 | $3.5M | 0.73% | 147,677 | SH |
| 7 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $3.3M | 0.70% | 24,413 | SH |
| 8 | ARES CAPITAL CORP | ARCC | 04010L103 | $2.4M | 0.50% | 128,732 | SH |
| 9 | ENERGY TRANSFER L P | ET | 29273V100 | $2.0M | 0.42% | 104,853 | SH |
| 10 | PLAINS ALL AMERN PIPELINE L | PAA | 726503105 | $2.0M | 0.41% | 88,760 | SH |
| 11 | HERCULES CAPITAL INC | HTGC | 427096508 | $1.9M | 0.40% | 120,680 | SH |
| 12 | PFIZER INC | PFE | 717081103 | $489.1K | 0.10% | 20,310 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $476.3M | 12 | 0001860672-26-000003 |
| 2026-03-31 | 2026-04-27 | $234.9M | 12 | 0001860672-26-000002 |
| 2025-12-31 | 2026-01-16 | $188.0M | 6 | 0001860672-26-000001 |