Elemental Capital Partners LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Elemental Capital Partners LLC reported 6 stock positions worth $106.8 million. Its top holding was Credo Technology Group Holdi (CRDO) at 40.4% of the portfolio, followed by Bloom Energy Class A (BE, 31.5%) and Indie Semiconductor Class A (INDI, 13.4%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001860672
Portfolio Value
$106.8M (Q4 2024)
SEC Filing
0001860672-25-000001 ↗ filed Jan 27, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $106.8M $106.8M Q4 2024 Q3 2025: $176.9M Q3 2025 Q4 2025: $188.0M Q4 2025 Q1 2026: $234.9M Q1 2026 Q2 2026: $476.3M Q2 2026

Holdings 6 stocks · $106.8M

CRDO Credo Technology Group Holdi 40.43% 642,337 $43.2M —
BE Bloom Energy Corp. Class A 31.48% 1,513,377 $33.6M —
INDI Indie Semiconductor Inc. Class A 13.37% 3,523,992 $14.3M —
LRCX Lam Research Corp. 7.25% 107,140 $7.7M —
NVDA Nvidia Corp. 6.22% 49,496 $6.6M —
ALAB Astera Labs Inc. 1.26% 10,160 $1.3M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$476.3MBE, CRDO, INDI, LRCX, NVDA
Q1 2026 12$234.9MBE, INDI, CRDO, LRCX, NVDA
Q4 2025 6$188.0MBE, INDI, CRDO, MRVL, LRCX
Q3 2025 6$176.9MBE, INDI, CRDO, MRVL, LRCX
Q4 2024 6$106.8MCRDO, BE, INDI, LRCX, NVDA