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Electric Capital Partners, LLC

Location
Palo Alto, CA
Portfolio Value
Micro $98,461,896
Diversification
Highly concentrated
Reports for
Electric Capital Frontier Fund II, LP Electric Capital Frontier Fund GP II, LLC
Filing Date
Global Rank
#6,055 / 8,517 ▼ 205
Top Industry
Software - Application 49.4%
3Y Alpha vs SPY
-46.8%
Period ended 49 days ago
Filed Aug 14, 2026 · 4d
3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-8.0%
SPY
+13.3%
Annualised alpha
-43.2%
Max drawdown
−32.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
85.4%
−1.0 pts
Top 5
99.6%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,360
Dec 2025 → Jun 2026 · range 7,056 – 7,523
Highly concentrated−163

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 85.4% $84,084,000
Technology 13.5% $13,307,129
Financial Services 1.1% $1,070,767

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
6 tracked positions · $98,461,896 total · filing declares 7 positions · $102,073,518 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.