# Elemental Capital Partners LLC: Form 13F holdings

An institutional investment manager in SAN FRANCISCO, CA. SEC CIK 1860672.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $476.3m
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1860672/000186067226000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $306.8m | 64.4% | 1,013,406 |  | Reduced −94,014 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $63.4m | 13.3% | 233,138 |  | Reduced −430 |
| [INDIE SEMICONDUCTOR INC (INDI)](/companies/indi.md) | CLASS A COM | $59.8m | 12.5% | 13,309,443 |  | Added +665,050 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $25.0m | 5.3% | 57,710 |  | Added +225 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $5.8m | 1.2% | 28,883 |  | Added +2,600 |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COM | $3.5m | 0.7% | 147,677 |  | Added +110,093 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $3.3m | 0.7% | 24,413 |  | Added +15,786 |
| [ARES CAPITAL CORP (ARCC)](/companies/arcc.md) | COM | $2.4m | 0.5% | 128,732 |  | Added +75,089 |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $2.0m | 0.4% | 104,853 |  | Added +56,414 |
| [PLAINS ALL AMERN PIPELINE L (PAA)](/companies/paa.md) | UNIT LTD PARTN | $2.0m | 0.4% | 88,760 |  | Added +76,007 |
| [HERCULES CAPITAL INC (HTGC)](/companies/htgc.md) | COM | $1.9m | 0.4% | 120,680 |  | New +120,680 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $489.1k | 0.1% | 20,310 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $0 | 0.0% | 0 |  | Sold out −11,380 |

Source: SEC EDGAR, Form 13F-HR, accession 0001860672-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.