Elemental Capital Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Elemental Capital Partners LLC reported 12 stock positions worth $476.3 million. Its top holding was Bloom Energy Class A (BE) at 64.4% of the portfolio, followed by Credo Technology Group Holdi (CRDO, 13.3%) and Indie Semiconductor Class A (INDI, 12.5%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 8 and reduced 2. The biggest buy was a new position in Hercules Capital (HTGC) and the biggest sale an exit from Verizon Communications (VZ).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001860672
- Portfolio Value
- $476.3M (Q2 2026)
- SEC Filing
- 0001860672-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 12 stocks · $476.3M
| BE Bloom Energy Corp. Class A | 64.41% | 1,013,406 | $306.8M | Reduce -8.5% |
| CRDO Credo Technology Group Holdi | 13.31% | 233,138 | $63.4M | Reduce -0.2% |
| INDI Indie Semiconductor Inc. Class A | 12.55% | 13,309,443 | $59.8M | Add +5.3% |
| LRCX Lam Research Corp. | 5.25% | 57,710 | $25.0M | Add +0.4% |
| NVDA Nvidia Corp. | 1.21% | 28,883 | $5.8M | Add +9.9% |
| KHC The Kraft Heinz Co. | 0.73% | 147,677 | $3.5M | Add +292.9% |
| AEP American Electric Power | 0.70% | 24,413 | $3.3M | Add +183.0% |
| ARCC Ares Capital Corp. | 0.50% | 128,732 | $2.4M | Add +140.0% |
| ET Energy Transfer LP | 0.42% | 104,853 | $2.0M | Add +116.5% |
| PAA Plains All Amer Pipeline LP | 0.41% | 88,760 | $2.0M | Add +596.0% |
| HTGC Hercules Capital Inc. | 0.40% | 120,680 | $1.9M | New |
| PFE Pfizer Inc. | 0.10% | 20,310 | $489K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| HTGC Hercules Capital Inc. | New | 0.40% | +0.40 |
| KHC The Kraft Heinz Co. | Add +292.9% | 0.73% | +0.37 |
| PAA Plains All Amer Pipeline LP | Add +596.0% | 0.41% | +0.29 |
| AEP American Electric Power | Add +183.0% | 0.70% | +0.22 |
| ARCC Ares Capital Corp. | Add +140.0% | 0.50% | +0.09 |
| ET Energy Transfer LP | Add +116.5% | 0.42% | +0.02 |
| LRCX Lam Research Corp. | Add +0.4% | 5.25% | +0.02 |
| NVDA Nvidia Corp. | Add +9.9% | 1.21% | −0.74 |
| INDI Indie Semiconductor Inc. Class A | Add +5.3% | 12.55% | −4.79 |