Elemental Capital Partners LLC

13F filer · CIK 0001860672

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$476MU.S. long equity reported on 13F

Positions121 new · 1 closed

Net flow last quarter-$14.6MBuys minus sells

Top 10 positions weight99.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202612 positions
BEBloom Energy Corp	$307M	64.41%	0.35%	-8.5%	Q1 2021
CRDOCredo Technology Group Holding Ltd	$63.4M	13.31%	0.13%	-0.2%	Q4 2024
INDIindie Semiconductor, Inc.	$59.8M	12.55%	Not reported	+5.3%	Q4 2024
LRCXLam Research Corp	$25M	5.25%	0.00%	+0.4%	Q1 2021
NVDANvidia Corp	$5.78M	1.21%	0.00%	+9.9%	Q4 2024
KHCKraft Heinz Co	$3.49M	0.73%	0.01%	+292.9%	Q1 2026
AEPAmerican Electric Power Co Inc	$3.34M	0.70%	0.00%	+183.0%	Q1 2026
ARCCAres Capital Corp	$2.39M	0.50%	0.02%	+140.0%	Q1 2026
ETEnergy Transfer LP	$2M	0.42%	0.00%	+116.5%	Q1 2026
PAAPlains All American Pipeline LP	$1.98M	0.41%	0.01%	+596.0%	Q1 2026
HTGCHercules Capital, Inc.	$1.9M	0.40%	0.06%	New	Q2 2026
PFEPfizer Inc	$489K	0.10%	0.00%	Not reported	Q1 2026
Q1 2026Reported Apr 27, 202612 positions
BEBloom Energy Corp	$150M	63.89%	0.39%	Not reported	Q1 2021
INDIindie Semiconductor, Inc.	$40.7M	17.34%	Not reported	Not reported	Q4 2024
CRDOCredo Technology Group Holding Ltd	$21.9M	9.34%	0.13%	Not reported	Q4 2024
LRCXLam Research Corp	$12.3M	5.23%	0.00%	Not reported	Q1 2021
NVDANvidia Corp	$4.58M	1.95%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$1.13M	0.48%	0.00%	New	Q1 2026
ARCCAres Capital Corp	$967K	0.41%	0.01%	New	Q1 2026
ETEnergy Transfer LP	$935K	0.40%	0.00%	New	Q1 2026
KHCKraft Heinz Co	$845K	0.36%	0.00%	New	Q1 2026
VZVerizon Communications Inc	$571K	0.24%	0.00%	New	Q1 2026
PFEPfizer Inc	$570K	0.24%	0.00%	New	Q1 2026
PAAPlains All American Pipeline LP	$285K	0.12%	0.00%	New	Q1 2026
Q4 2024Reported Jan 27, 20256 positions
CRDOCredo Technology Group Holding Ltd	$43.2M	40.43%	0.38%	New	Q4 2024
BEBloom Energy Corp	$33.6M	31.48%	0.66%	Not reported	Q1 2021
INDIindie Semiconductor, Inc.	$14.3M	13.37%	Not reported	New	Q4 2024
LRCXLam Research Corp	$7.74M	7.25%	0.01%	Not reported	Q1 2021
NVDANvidia Corp	$6.65M	6.22%	0.00%	New	Q4 2024
ALABAstera Labs, Inc.	$1.35M	1.26%	0.01%	New	Q4 2024
Q2 2021Reported Jul 16, 20219 positions
BEBloom Energy Corp	$30.3M	24.91%	12.55%	+0.4%	Q1 2021
HMHCHoughton Mifflin Harcourt Co	$16.9M	13.93%	1.25%	+0.3%	Q1 2021
WDCWestern Digital Corp	$14M	11.50%	0.06%	+0.5%	Q1 2021
LRCXLam Research Corp	$9.82M	8.08%	0.01%	+0.6%	Q1 2021
TERTeradyne, Inc	$9.25M	7.62%	0.04%	+0.6%	Q1 2021
TWNDNuburu, Inc.	$8.56M	7.05%	Not reported	+6.8%	Q1 2021
APPSDigital Turbine, Inc.	$7.12M	5.86%	0.12%	-4.5%	Q1 2021
MUMicron Technology Inc	$6.46M	5.31%	0.01%	-14.2%	Q1 2021
VHCVirnetX Holding Corp	$1.21M	0.99%	0.43%	-0.6%	Q1 2021

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