Elemental Capital Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Elemental Capital Partners LLC reported 6 stock positions worth $176.9 million. Its top holding was Bloom Energy Class A (BE) at 57.5% of the portfolio, followed by Indie Semiconductor Class A (INDI, 17.5%) and Credo Technology Group Holdi (CRDO, 11.1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001860672
- Portfolio Value
- $176.9M (Q3 2025)
- SEC Filing
- 0001860672-25-000003 ↗ filed Oct 27, 2025
Holdings Value
Holdings 6 stocks · $176.9M
| BE Bloom Energy Corp. Class A | 57.50% | 1,202,792 | $101.7M | — |
| INDI Indie Semiconductor Inc. Class A | 17.51% | 7,611,602 | $31.0M | — |
| CRDO Credo Technology Group Holdi | 11.13% | 135,186 | $19.7M | — |
| MRVL Marvell Technology Inc. | 7.64% | 160,732 | $13.5M | — |
| LRCX Lam Research Corp. | 3.67% | 48,500 | $6.5M | — |
| NVDA Nvidia Corp. | 2.55% | 24,150 | $4.5M | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.