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Elemental Capital Partners LLC · 13F Holdings
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Elemental Capital Partners LLC

No.4372 Data as of 2026Q2
Latest AUM (Q2 2026)
$476.3M
QoQ Change Q1 2026
+$241.4M+102.8%
Holdings
12
New Buys
1
Adds
8
Reduces
2
Exits
1
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BLOOM ENERGY CORPBE
64.41%63.89%$306.8M1.0M$150.0M1.1M-94,014-8.49%Reduce
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
13.31%9.34%$63.4M233,138$21.9M233,568-430-0.18%Reduce
INDIE SEMICONDUCTOR INCINDI
12.55%17.34%$59.8M13.3M$40.7M12.6M+665,050+5.26%Add
LAM RESEARCH CORPLRCX
5.25%5.23%$25.0M57,710$12.3M57,485+225+0.39%Add
NVIDIA CORPORATIONNVDA
1.21%1.95%$5.8M28,883$4.6M26,283+2,600+9.89%Add
KRAFT HEINZ CO COMKHC
0.73%0.36%$3.5M147,677$845,26437,584+110,093+292.93%Add
AMERICAN ELEC PWR CO INCAEP
0.7%0.48%$3.3M24,413$1.1M8,627+15,786+182.98%Add
ARES CAPITALARCC
0.5%0.41%$2.4M128,732$966,64753,643+75,089+139.98%Add
EENERGY TRANSFER L PET
0.42%0.4%$2.0M104,853$934,87348,439+56,414+116.46%Add
PLAINS ALL AMERN PIPELINE LPAA
0.41%0.12%$2.0M88,760$284,77412,753+76,007+595.99%Add
HERCULES CAPITAL INCHTGC
0.4%$1.9M120,680$00+120,680New Buy
PFIZER INCPFE
0.1%0.24%$489,06520,310$570,30520,31000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow