Elemental Capital Partners LLC
An institutional investment manager in SAN FRANCISCO, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 28, 2026. SEC CIK 1860672.
- Reported value$476.3m
- Positions12
Holdings: 12 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Bloom Energy CorpBE | COM CL A | 093712107 | 307 | 64.4% | 1,013,406 | Reduced−94,014 | |
| Credo Technology Group Holdi | ORDINARY SHARES | G25457105 | 63.4 | 13.3% | 233,138 | Reduced−430 | |
| Indie Semiconductor IncINDI | CLASS A COM | 45569U101 | 59.8 | 12.5% | 13,309,443 | Added+665,050 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 25.0 | 5.3% | 57,710 | Added+225 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 5.8 | 1.2% | 28,883 | Added+2,600 | |
| Kraft Heinz CoKHC | COM | 500754106 | 3.5 | 0.7% | 147,677 | Added+110,093 | |
| American Elec PWR Co IncAEP | COM | 025537101 | 3.3 | 0.7% | 24,413 | Added+15,786 | |
| Ares Capital CorpARCC | COM | 04010L103 | 2.4 | 0.5% | 128,732 | Added+75,089 | |
| Energy Transfer L PET | COM UT LTD PTN | 29273V100 | 2.0 | 0.4% | 104,853 | Added+56,414 | |
| Plains All Amern Pipeline LPAA | UNIT LTD PARTN | 726503105 | 2.0 | 0.4% | 88,760 | Added+76,007 | |
| Hercules Capital IncHTGC | COM | 427096508 | 1.9 | 0.4% | 120,680 | New+120,680 | |
| Pfizer IncPFE | COM | 717081103 | 0.5 | 0.1% | 20,310 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Verizon Communications IncVZ | COM | 92343V104 | 0.0 | 0.0% | 0 | Sold out−11,380 |
Source: SEC EDGAR, Form 13F-HR, accession 0001860672-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.