Elemental Capital Partners LLC

Holdings as of 2026-09-30, filed 2026-10-14

This is history, not a current position. These holdings describe 2026-09-30, and the report became public 14 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
12
Value reported by manager
$415.2M
Sum of our stored positions
$415.2M
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
96.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

12 largest shown
IssuerClassValueSharesTypeCUSIP
BLOOM ENERGY CORPCOM CL A$287.8M1,039,031—093712107
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$46.3M237,658—G25457105
INDIE SEMICONDUCTOR INCCLASS A COM$39.1M13,372,249—45569U101
LAM RESEARCH CORPCOM NEW$19.5M59,405—512807306
NVIDIA CORPORATIONCOM$6.7M29,273—67066G104
KRAFT HEINZ COCOM$3.4M149,627—500754106
AMERICAN ELEC PWR CO INCCOM$2.9M24,603—025537101
ARES CAPITAL CORPCOM$2.5M132,332—04010L103
PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN$2.2M90,660—726503105
ENERGY TRANSFER L PCOM UT LTD PTN$2.1M106,953—29273V100
HERCULES CAPITAL INCCOM$2.1M124,780—427096508
PFIZER INCCOM$579.2K20,310—717081103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-14

Elemental Capital Partners LLC — 12 positions reported for 2026Q3 — investment.com