Electric Capital Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Electric Capital Partners, LLC reported 6 stock positions worth $98.5 million. Its top holding was Bitwise Solana Staking ETF (BSOL) at 85.4% of the portfolio, followed by Navan Class A (NAVN, 6.8%) and Brera Class B (SLMT, 3.3%). Compared with Q1 2026, it opened 1 new position and sold out of 1. The biggest buy was a new position in Skyai (SKYA) and the biggest sale an exit from Forum Markets (FRMM).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0002087133
Portfolio Value
$98.5M (Q2 2026)
SEC Filing
0001999371-26-018008 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $164.9M Q4 2025 Q1 2026: $107.4M Q1 2026 Q2 2026: $98.5M $98.5M Q2 2026

Holdings 6 stocks · $98.5M
BSOL Bitwise Solana Staking ETF 85.40% 8,400,000 $84.1M No change
NAVN Navan Inc. Class A 6.79% 292,256 $6.7M No change
SLMT Brera Holdings PLC Class B 3.34% 649,999 $3.3M No change
SKYA Skyai Inc. 2.96% 2,621,210 $2.9M New
SUIG Sui Group Holdings Ltd. 1.09% 923,075 $1.1M No change
FIG Figma Inc. Class A 0.43% 23,477 $425K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.6M (not counted above)
SecurityClassShares / PrincipalValueChange
SKYAW Sharps Technology Inc. -27 *W EXP 04/13/202 3,254,004$3.6MReduce -47.1%

Total filed on the 13F, all lines: $102.1M.

Portfolio Sells Q1 2026 → Q2 2026
FRMM Forum Markets Inc. Sold out 0.00% −3.70

Portfolio Buys Q1 2026 → Q2 2026
SKYA Skyai Inc. New 2.96% +2.96

Notes & Other Activity Q1 2026 → Q2 2026
SKYAW Sharps Technology Inc. -27 *W EXP 04/13/202 Reduce -47.1% 3,254,004 $3.6M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$98.5MBSOL, NAVN, SLMT, SKYA, SUIG
Q1 2026 6$107.4MBSOL, SLMT, FRMM, NAVN, SUIG
Q4 2025Amended 7$164.9MBSOL, SLMT, FRMM, NAVN, SUIG