Elemental Capital Partners LLC — 13F Holdings & Portfolio
CIK 1860672 · latest 13F-HR filed 2026-04-27
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.
$234.9M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-04-27
+7 / −1 / ↑3 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$48.1M +47.2%
- INDIE SEMICONDUCTOR INC$12.8M +45.9%
- LAM RESEARCH CORP$3.5M +39.9%
New Positions
- AMERICAN ELEC PWR CO INC$1.1M
- ARES CAPITAL CORP$966.6K
- ENERGY TRANSFER L P$934.9K
- KRAFT HEINZ CO$845.3K
- VERIZON COMMUNICATIONS INC$571.3K
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 | $150.0M | 63.89% | 1,107,420 | SH |
| 2 | INDIE SEMICONDUCTOR INC | INDI | 45569U101 | $40.7M | 17.34% | 12,644,393 | SH |
| 3 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $21.9M | 9.34% | 233,568 | SH |
| 4 | LAM RESEARCH CORP | LRCX | 512807306 | $12.3M | 5.23% | 57,485 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.6M | 1.95% | 26,283 | SH |
| 6 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $1.1M | 0.48% | 8,627 | SH |
| 7 | ARES CAPITAL CORP | ARCC | 04010L103 | $966.6K | 0.41% | 53,643 | SH |
| 8 | ENERGY TRANSFER L P | ET | 29273V100 | $934.9K | 0.40% | 48,439 | SH |
| 9 | KRAFT HEINZ CO | KHC | 500754106 | $845.3K | 0.36% | 37,584 | SH |
| 10 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $571.3K | 0.24% | 11,380 | SH |
| 11 | PFIZER INC | PFE | 717081103 | $570.3K | 0.24% | 20,310 | SH |
| 12 | PLAINS ALL AMERN PIPELINE L | PAA | 726503105 | $284.8K | 0.12% | 12,753 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $234.9M | 12 | 0001860672-26-000002 |
| 2025-12-31 | 2026-01-16 | $188.0M | 6 | 0001860672-26-000001 |