Holders — by stockHoldings — by fund
Elemental Capital Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001860672
$476.3M
disclosed book value
12
positions
64.4%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BEBLOOM ENERGY CORP | 1.0M | $306.8M | 64.4% |
| 2 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 233,138 | $63.4M | 13.3% |
| 3 | INDIINDIE SEMICONDUCTOR INC | 13.3M | $59.8M | 12.5% |
| 4 | LRCXLAM RESEARCH CORP | 57,710 | $25.0M | 5.3% |
| 5 | NVDANVIDIA CORPORATION | 28,883 | $5.8M | 1.2% |
| 6 | KHCKRAFT HEINZ CO | 147,677 | $3.5M | 0.7% |
| 7 | AEPAMERICAN ELEC PWR CO INC | 24,413 | $3.3M | 0.7% |
| 8 | ARCCARES CAPITAL CORP | 128,732 | $2.4M | 0.5% |
| 9 | ETENERGY TRANSFER L P | 104,853 | $2.0M | 0.4% |
| 10 | PAAPLAINS ALL AMERN PIPELINE L | 88,760 | $2.0M | 0.4% |
| 11 | HTGCHERCULES CAPITAL INC | 120,680 | $1.9M | 0.4% |
| 12 | PFEPFIZER INC | 20,310 | $489,065 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.