Elemental Capital Partners LLC
Top Portfolio Positions
12 positions ·
$234,854,271 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BE |
Bloom Energy Corp
Industrials
|
1,107,420 | $150,044,335 | 63.89% |
| INDI |
indie Semiconductor, Inc.
Technology
|
12,644,393 | $40,714,945 | 17.34% |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
233,568 | $21,925,028 | 9.34% |
| LRCX |
Lam Research Corp
Technology
|
57,485 | $12,282,245 | 5.23% |
| NVDA |
Nvidia Corp
Technology
|
26,283 | $4,583,755 | 1.95% |
| AEP |
American Electric Power Co Inc
Utilities
|
8,627 | $1,130,827 | 0.48% |
| ARCC |
Ares Capital Corp
Financial Services
|
53,643 | $966,646 | 0.41% |
| ET |
Energy Transfer LP
Energy
|
48,439 | $934,872 | 0.40% |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
37,584 | $845,264 | 0.36% |
| VZ |
Verizon Communications Inc
Communication Services
|
11,380 | $571,276 | 0.24% |
Holdings in BE
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,044,335 | 1,107,420 | Shares | Sole | 2026-04-27 | |
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