Institutional Fund
Elemental Capital Partners LLC
San Francisco, CACIK 18606723 filings on record
Portfolio Value
$234.85M
Q1 2026
Holdings
12
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+25.0%
from $187.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bloom Energy Corp63.9%
- Indie Semiconductor Inc17.3%
- Credo Technology Group Holdi9.3%
- Lam Research Corp5.2%
- Nvidia Corporation2.0%
- American Elec Pwr Co Inc0.5%
- Other1.8%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bloom Energy Corp | 1.11M | $150.04M | 63.9% | −65.5K | Reduced |
| 2 | Indie Semiconductor Inc | 12.64M | $40.71M | 17.3% | +4.74M | Added |
| 3 | Credo Technology Group Holdi | 233.6K | $21.93M | 9.3% | +41.4K | Added |
| 4 | Lam Research Corp | 57.5K | $12.28M | 5.2% | +6.2K | Added |
| 5 | Nvidia Corporation | 26.3K | $4.58M | 2.0% | +746 | Added |
| 6 | American Elec Pwr Co Inc | 8.6K | $1.13M | 0.5% | +8.6K | New |
| 7 | Ares Capital Corp | 53.6K | $966.6K | 0.4% | +53.6K | New |
| 8 | Energy Transfer L P | 48.4K | $934.9K | 0.4% | +48.4K | New |
| 9 | Kraft Heinz Co | 37.6K | $845.3K | 0.4% | +37.6K | New |
| 10 | Verizon Communications Inc | 11.4K | $571.3K | 0.2% | +11.4K | New |
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