Electric Capital Partners, LLC — 13F Holdings & Portfolio

CIK 2087133 · latest 13F-HR filed 2026-08-14

Electric Capital Partners, LLC manages $102.1M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BSOL (82.38%), NAVN (6.55%), SKYAW (3.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 1, and trimmed 3.

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.

Filer Information
Address
855 EL CAMINO REAL, #13A-152
PALO ALTO, CA 94301
Phone
(650) 420-5055
Filing Manager
Electric Capital Partners, LLC
Palo Alto, CA
Signatory
Curtis Spencer
Managing Member
Loading holdings…
AUM

$102.1M

Long-equity book

Holdings

7

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −2 / ↑1 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NAVAN INC$2.8M +72.7%
Show all 1 →

Top Trims

  • BITWISE SOLANA STAKING ETF-$8.7M -9.4%
  • SKYAI INC-$6.7M -65.1%
  • FIGMA INC-$71.6K -14.4%
Show all 3 →

New Positions

  • BRERA HOLDINGS PLC$3.3M
  • SKYAI INC$2.9M
Show all 2 →

Exited Positions

  • BRERA HOLDINGS PLC$5.1M
  • FORUM MARKETS INC$4.0M
Show all 2 →
All Holdings

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 BITWISE SOLANA STAKING ETF BSOL 091948109 $84.1M 82.38% 8,400,000 SH
2 NAVAN INC NAVN 639193101 $6.7M 6.55% 292,256 SH
3 SKYAI INC SKYAW 82003F119 $3.6M 3.54% 3,254,004 SH
4 BRERA HOLDINGS PLC SLMT G13311132 $3.3M 3.22% 649,999 SH
5 SKYAI INC SKYA 82003F309 $2.9M 2.85% 2,621,210 SH
6 SUI GROUP HOLDINGS LIMITED SUIG 59982U200 $1.1M 1.05% 923,075 SH
7 FIGMA INC FIG 316841105 $424.7K 0.42% 23,477 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $102.1M 7 0001999371-26-018008
2026-03-31 2026-05-15 $117.7M 7 0001999371-26-010917
2025-12-31 2026-02-17 $165.9M 6 0001999371-26-003548
2025-12-31 2026-05-11 $11.7M 2 0001999371-26-010494