Elemental Capital Partners LLC
13F Reported Value
ⓘ$234.9M
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Elemental Capital Partners LLC disclosed 12 positions worth $234.9M in its Form 13F-HR for Q1 2026, led by $BE (Bloom Energy Corp) at 63.9% of the equity portfolio, followed by $INDI and $CRDO. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $AEP and a full exit from $MRVL. The portfolio is most concentrated in Technology (92.5% of disclosed assets). All figures are sourced directly from Elemental Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 1860672.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 54.4#1,220
Quality
$150.0M1,107,420 sh - 23.5#2,613
Quality
$40.7M12,644,393 sh - $21.9M233,568 sh
- 82.4
Quality
$12.3M57,485 sh - 90.2
Quality
$4.6M26,283 sh - 75.4
Quality
$1.1M8,627 sh - —
Quality
$966.6K53,643 sh - 64.5
Quality
$934.9K48,439 sh - 42.5
Quality
$845.3K37,584 sh - 71.6
Quality
$571.3K11,380 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bloom Energy Corp$BE | 54.4#1,220 | $150.0M | 1,107,420 |
 indie Semiconductor, Inc.$INDI | 23.5#2,613 | $40.7M | 12,644,393 |
 Credo Technology Group Holding Ltd$CRDO | — | $21.9M | 233,568 |
 LAM RESEARCH CORP$LRCX | 82.4 | $12.3M | 57,485 |
 NVIDIA CORP$NVDA | 90.2 | $4.6M | 26,283 |
 AMERICAN ELECTRIC POWER CO INC$AEP | 75.4 | $1.1M | 8,627 |
 ARES CAPITAL CORP$ARCC | — | $966.6K | 53,643 |
 Energy Transfer LP$ET | 64.5 | $934.9K | 48,439 |
 Kraft Heinz Co$KHC | 42.5 | $845.3K | 37,584 |
 VERIZON COMMUNICATIONS INC$VZ | 71.6 | $571.3K | 11,380 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Elemental Capital Partners LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$217.3M
Industrials
$12.3M
Energy
$1.2M
Utilities
$1.1M
Other
$966,647
Consumer Staples
$845,264
Communication Services
$571,276
Healthcare
$570,305
Full Holdings — Elemental Capital Partners LLC (Q1 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BE | Bloom Energy Corp | $150.0M | 63.9% | -6% | 54.4 |
| 2 | $INDI | indie Semiconductor, Inc. | $40.7M | 17.3% | +60% | 23.5 |
| 3 | $CRDO | Credo Technology Group Holding Ltd | $21.9M | 9.3% | +22% | — |
| 4 | $LRCX | LAM RESEARCH CORP | $12.3M | 5.2% | +12% | 82.4 |
| 5 | $NVDA | NVIDIA CORP | $4.6M | 1.9% | +3% | 90.2 |
| 6 | $AEP | AMERICAN ELECTRIC POWER CO INC | $1.1M | 0.5% | NEW | 75.4 |
| 7 | $ARCC | ARES CAPITAL CORP | $966,647 | 0.4% | NEW | — |
| 8 | $ET | Energy Transfer LP | $934,873 | 0.4% | NEW | 64.5 |
| 9 | $KHC | Kraft Heinz Co | $845,264 | 0.4% | NEW | 42.5 |
| 10 | $VZ | VERIZON COMMUNICATIONS INC | $571,276 | 0.2% | NEW | 71.6 |
| 11 |  $PFE | PFIZER INC | $570,305 | 0.2% | NEW | 69 |
| 12 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $284,774 | 0.1% | NEW | 57.4 |
New Positions (7)
Exited Positions (1)
$MRVL Marvell Technology, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Elemental Capital Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Elemental Capital Partners LLC (SEC CIK: 1860672), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Elemental Capital Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.