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CIK: 0001860672
Total reported value
$415.2M
$415.2M
12 檔
111.0%
The Q2 2026 SEC filing reveals that Elemental Capital Partners LLC held a total portfolio value of $415.2M, covering 12 public equity positions.
In Q2 2026, Elemental Capital Partners LLC displayed an active expansion posture, initiating 1 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corp- A | Stock-Industrials | 64.41% | +4.91% | -8.49% | |
| 2 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 13.31% | -2.16% | -0.18% | |
| 3 | INDI | Indie Semiconductor Inc-a | Stock-Other | 12.55% | -3.13% | +5.26% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 5.25% | -0.55% | +0.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.40% | +9.89% | |
| 6 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.73% | +0.09% | +292.93% | |
| 7 | AEP | American Electric Power | Stock-Utilities | 0.70% | — | +182.98% | |
| 8 | ARCC | Ares Capital CORP | Stock-Financials | 0.50% | +0.11% | +139.98% | |
| 9 | ET | Energy Transfer LP | Stock-Energy | 0.42% | +0.09% | +116.46% | |
| 10 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.41% | +0.11% | +595.99% | |
| 11 | HTGC | Hercules Capital Inc | Stock-Financials | 0.40% | +0.11% | — | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 0.10% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group Holding Ltd | +4% | -0.18% | Trim |
| 2 | BE | Bloom Energy Corp- A | +0.5% | -8.49% | Trim |
| 3 | HTGC | Hercules Capital Inc | +0.4% | NEW | New buy |
| 4 | KHC | Kraft Heinz Co/the | +0.4% | +292.93% | Add |
| 5 | PAA | Plains All Amer Pipeline LP | +0.3% | +595.99% | Add |
| 6 | AEP | American Electric Power | +0.2% | +182.98% | Add |
| 7 | ARCC | Ares Capital CORP | +0.1% | +139.98% | Add |
| 8 | LRCX | Lam Research CORP | 0% | +0.39% | Add |
| 9 | ET | Energy Transfer LP | 0% | +116.46% | Add |
| 10 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 11 | VZ | Verizon Communications Inc | -0.2% | EXIT | Sold out |
| 12 | NVDA | Nvidia CORP | -0.7% | +9.89% | Add |
| 13 | INDI | Indie Semiconductor Inc-a | -4.8% | +5.26% | Add |
According to official SEC Form 13F filings, Elemental Capital Partners LLC reported a total U.S. public equity portfolio value of $415.2M across 12 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BE, CRDO, INDI) accounted for 111.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
HTGC
市值: $1.9M
Top Position Liquidated / Trimmed
VZ
前期市值: $571.3K
During Q2 2026, Elemental Capital Partners LLC's top holdings by market value included BE (64.4%)、CRDO (13.3%)、INDI (12.6%). The largest single position, BE, represented 64.4% of total portfolio value.
In Q2 2026, Elemental Capital Partners LLC made 12 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 2 holdings, and fully liquidating 1 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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