Elemental Capital Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Elemental Capital Partners LLC reported 12 stock positions worth $234.9 million. Its top holding was Bloom Energy Class A (BE) at 63.9% of the portfolio, followed by Indie Semiconductor Class A (INDI, 17.3%) and Credo Technology Group Holdi (CRDO, 9.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 4 and reduced 1. The biggest buy was Indie Semiconductor Class A (INDI, shares +60%) and the biggest sale an exit from Marvell Technology (MRVL).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001860672
- Portfolio Value
- $234.9M (Q1 2026)
- SEC Filing
- 0001860672-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 12 stocks · $234.9M
| BE Bloom Energy Corp. Class A | 63.89% | 1,107,420 | $150.0M | Reduce -5.6% |
| INDI Indie Semiconductor Inc. Class A | 17.34% | 12,644,393 | $40.7M | Add +60.0% |
| CRDO Credo Technology Group Holdi | 9.34% | 233,568 | $21.9M | Add +21.5% |
| LRCX Lam Research Corp. | 5.23% | 57,485 | $12.3M | Add +12.1% |
| NVDA Nvidia Corp. | 1.95% | 26,283 | $4.6M | Add +2.9% |
| AEP American Electric Power | 0.48% | 8,627 | $1.1M | New |
| ARCC Ares Capital Corp. | 0.41% | 53,643 | $967K | New |
| ET Energy Transfer LP | 0.40% | 48,439 | $935K | New |
| KHC The Kraft Heinz Co. | 0.36% | 37,584 | $845K | New |
| VZ Verizon Communications Inc. | 0.24% | 11,380 | $571K | New |
| PFE Pfizer Inc. | 0.24% | 20,310 | $570K | New |
| PAA Plains All Amer Pipeline LP | 0.12% | 12,753 | $285K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| INDI Indie Semiconductor Inc. Class A | Add +60.0% | 17.34% | +2.49 |
| LRCX Lam Research Corp. | Add +12.1% | 5.23% | +0.56 |
| AEP American Electric Power | New | 0.48% | +0.48 |
| ARCC Ares Capital Corp. | New | 0.41% | +0.41 |
| ET Energy Transfer LP | New | 0.40% | +0.40 |
| KHC The Kraft Heinz Co. | New | 0.36% | +0.36 |
| VZ Verizon Communications Inc. | New | 0.24% | +0.24 |
| PFE Pfizer Inc. | New | 0.24% | +0.24 |
| PAA Plains All Amer Pipeline LP | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +2.9% | 1.95% | −0.58 |
| CRDO Credo Technology Group Holdi | Add +21.5% | 9.34% | −5.38 |