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CIK: 0001860672
Total reported value
$476.3M
$476.3M
6 檔
38.5%
During the Q4 2025 filing period, Elemental Capital Partners LLC (CIK: 0001860672) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $476.3M across 6 reported positions.
In Q4 2025, Elemental Capital Partners LLC displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corp- A | Stock-Industrials | 54.22% | +0.52% | -2.49% | |
| 2 | INDI | Indie Semiconductor Inc-a | Stock-Other | 14.84% | -4.79% | +3.82% | |
| 3 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 14.71% | +3.97% | +42.18% | |
| 4 | MRVL | Marvell Technology Inc | Stock-Tech | 9.02% | — | +24.06% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 4.67% | +0.02% | +5.78% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | -0.74% | +5.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group Holding Ltd | +3.6% | +42.18% | Add |
| 2 | MRVL | Marvell Technology Inc | +1.4% | +24.06% | Add |
| 3 | LRCX | Lam Research CORP | +1% | +5.78% | Add |
| 4 | NVDA | Nvidia CORP | 0% | +5.74% | Add |
| 5 | INDI | Indie Semiconductor Inc-a | -2.7% | +3.82% | Add |
| 6 | BE | Bloom Energy Corp- A | -3.3% | -2.49% | Trim |
According to official SEC Form 13F filings, Elemental Capital Partners LLC reported a total U.S. public equity portfolio value of $476.3M across 6 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BE, INDI, CRDO) accounted for 38.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
BE
前期市值: $101.7M
During Q4 2025, Elemental Capital Partners LLC's top holdings by market value included BE (54.2%)、INDI (14.8%)、CRDO (14.7%). The largest single position, BE, represented 54.2% of total portfolio value.
In Q4 2025, Elemental Capital Partners LLC made 6 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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