Elemental Capital Partners LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
EC
Elemental Capital Partners LLC
Institutional Filer 24.95%$234.9M12

Current Portfolio Holdings

Showing all 12 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1BEBloom Energy CorporationIndustrials1.1M$150.0M63.89%
2INDIindie Semiconductor, Inc.Technology12.6M$40.7M17.34%
3CRDOCredo Technology Group Holding LtdTechnology234K$21.9M9.34%
4LRCXLam Research CorporationTechnology57K$12.3M5.23%
5NVDANVIDIA CorporationTechnology26K$4.6M1.95%
6AEPAmerican Electric Power Company, Inc.Utilities9K$1.1M0.48%
7ARCCAres Capital CorporationFinancial Services54K$967K0.41%
8ETEnergy Transfer LPEnergy48K$935K0.40%
9KHCThe Kraft Heinz CompanyConsumer Defensive38K$845K0.36%
10VZVerizon Communications Inc.Communication Services11K$571K0.24%
11PFEPfizer Inc.Healthcare20K$570K0.24%
12PAAPlains All American Pipeline, L.P.Energy13K$285K0.12%
Showing 1 to 12 of 12 holdings
Elemental Capital Partners LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner