Elemental Capital Partners LLC

Portfolio Overview

Elemental Capital Partners LLC disclosed 12 positions worth $476.3M in its Form 13F-HR for Q2 2026, led by $BE (Bloom Energy Corp) at 64.4% of the equity portfolio, followed by $CRDO and $INDI. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $HCXY and a full exit from $VZ. The portfolio is most concentrated in Technology (91.5% of disclosed assets). All figures are sourced directly from Elemental Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 1860672.

• 

  Bloom Energy Corp

  $BE

  66.2#434

  Quality

  $306.8M1,013,406 sh
• 

  Credo Technology Group Holding Ltd

  $CRDO

  55.1#1,296

  Quality

  $63.4M233,138 sh
• 

  indie Semiconductor, Inc.

  $INDI

  23.2#2,732

  Quality

  $59.8M13,309,443 sh
• 

  LAM RESEARCH CORP

  $LRCX

  79.4

  Quality

  $25.0M57,710 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $5.8M28,883 sh
• 

  Kraft Heinz Co

  $KHC

  47.0

  Quality

  $3.5M147,677 sh
• 

  AMERICAN ELECTRIC POWER CO INC

  $AEP

  66.8

  Quality

  $3.3M24,413 sh
• 

  ARES CAPITAL CORP

  $ARCC

  —

  Quality

  $2.4M128,732 sh
• 

  Energy Transfer LP

  $ET

  64.4

  Quality

  $2.0M104,853 sh
• 

  PLAINS ALL AMERICAN PIPELINE LP

  $PAA

  59.1

  Quality

  $2.0M88,760 sh

Company	Quality	Value	Shares
Bloom Energy Corp$BE	66.2#434	$306.8M	1,013,406
Credo Technology Group Holding Ltd$CRDO	55.1#1,296	$63.4M	233,138
indie Semiconductor, Inc.$INDI	23.2#2,732	$59.8M	13,309,443
LAM RESEARCH CORP$LRCX	79.4	$25.0M	57,710
NVIDIA CORP$NVDA	85.9	$5.8M	28,883
Kraft Heinz Co$KHC	47.0	$3.5M	147,677
AMERICAN ELECTRIC POWER CO INC$AEP	66.8	$3.3M	24,413
ARES CAPITAL CORP$ARCC	—	$2.4M	128,732
Energy Transfer LP$ET	64.4	$2.0M	104,853
PLAINS ALL AMERICAN PIPELINE LP$PAA	59.1	$2.0M	88,760

Showing top 10 of 12 holdings.

Full Holdings — Elemental Capital Partners LLC (Q2 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	$306.8M	64.4%	-8%	66.2
2	$CRDO	Credo Technology Group Holding Ltd	$63.4M	13.3%	-0%	55.1
3	$INDI	indie Semiconductor, Inc.	$59.8M	12.6%	+5%	23.2
4	$LRCX	LAM RESEARCH CORP	$25.0M	5.3%	+0%	79.4
5	$NVDA	NVIDIA CORP	$5.8M	1.2%	+10%	85.9
6	$KHC	Kraft Heinz Co	$3.5M	0.7%	+293%	47
7	$AEP	AMERICAN ELECTRIC POWER CO INC	$3.3M	0.7%	+183%	66.8
8	$ARCC	ARES CAPITAL CORP	$2.4M	0.5%	+140%	—
9	$ET	Energy Transfer LP	$2.0M	0.4%	+116%	64.4
10	$PAA	PLAINS ALL AMERICAN PIPELINE LP	$2.0M	0.4%	+596%	59.1
11	$HCXY	Hercules Capital, Inc.	$1.9M	0.4%	NEW	—
12	$PFE	PFIZER INC	$489,065	0.1%	+0%	62