Elemental Capital Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Elemental Capital Partners LLC reported 6 stock positions worth $188.0 million. Its top holding was Bloom Energy Class A (BE) at 54.2% of the portfolio, followed by Indie Semiconductor Class A (INDI, 14.8%) and Credo Technology Group Holdi (CRDO, 14.7%). Compared with Q3 2025, it added to 5 and reduced 1. The biggest buy was Credo Technology Group Holdi (CRDO, shares +42%) and the biggest sale Bloom Energy Class A (BE, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001860672
- Portfolio Value
- $188.0M (Q4 2025)
- SEC Filing
- 0001860672-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 6 stocks · $188.0M
| BE Bloom Energy Corp. Class A | 54.22% | 1,172,900 | $101.9M | Reduce -2.5% |
| INDI Indie Semiconductor Inc. Class A | 14.84% | 7,902,713 | $27.9M | Add +3.8% |
| CRDO Credo Technology Group Holdi | 14.71% | 192,210 | $27.7M | Add +42.2% |
| MRVL Marvell Technology Inc. | 9.02% | 199,407 | $16.9M | Add +24.1% |
| LRCX Lam Research Corp. | 4.67% | 51,302 | $8.8M | Add +5.8% |
| NVDA Nvidia Corp. | 2.53% | 25,537 | $4.8M | Add +5.7% |
Portfolio Sells Q3 2025 → Q4 2025
| BE Bloom Energy Corp. Class A | Reduce -2.5% | 54.22% | −3.28 |