Electric Capital Partners, LLC
CIK
2087133
Location
Palo Alto, CA
Portfolio Value
Small
$107,375,204
Diversification
Highly concentrated
Filing Date
Global Rank
#5,560
/ 8,605
▼ 785
· as of Mar 2026
Top Industry
Software - Application
57.3%
3Y Alpha vs SPY
+78.5%
Period ended 3 months ago
Filed May 15, 2026 · 55d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.8%
SPY
+10.0%
Annualised alpha
-25.1%
Max drawdown
−30.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
86.4%
+2.9 pts
Top 5
99.5%
+0.6 pts
Top 10
100.0%
0.0 pts
HHI
7,523
Highly concentrated+468
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.4% | $92,820,000 |
| Technology | 12.5% | $13,438,284 |
| Financial Services | 1.0% | $1,116,920 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SBET | Sharplink, Inc. | 100,000 | $894,000 | |
| No positions match the current search. | ||||
6 positions ·
$107,375,204 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BSOL |
Bitwise Solana Staking ETF
|
Held | 8,400,000 | $92,820,000 | 86.44% | |
| SLMT |
Brera Holdings PLC
Technology
|
Held | 6,500,000 | $5,096,000 | 4.75% | |
| FRMM |
FORUM MARKETS Inc
Technology
|
Held | 1,375,956 | $3,976,512 | 3.70% | |
| NAVN |
Navan, Inc.
Technology
|
Held | 292,256 | $3,869,469 | 3.60% | |
| SUIG |
SUI Group Holdings Ltd.
Financial Services
|
Held | 923,075 | $1,116,920 | 1.04% | |
| FIG |
Figma, Inc.
Technology
|
Held | 23,477 | $496,303 | 0.46% |