Elemental Capital Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$234.9M
Q ending 2026-03-31
Prior quarter
$188.0M
Q ending 2025-12-31
Change
+25.0% QoQ
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bloom Energy Corp | BE | Shares | $150.0M | 1.1M |
| Indie Semiconductor Inc | INDI | Shares | $40.7M | 12.6M |
| Credo Technology Group Holdi | Shares | $21.9M | 234K | |
| Lam Research Corp | LRCX | Shares | $12.3M | 57K |
| Nvidia Corporation | NVDA | Shares | $4.6M | 26K |
| American Elec Pwr Co Inc | AEP | Shares | $1.1M | 9K |
| Ares Capital Corp | ARCC | Shares | $967K | 54K |
| Energy Transfer L P | ET | Shares | $935K | 48K |
| Kraft Heinz Co | KHC | Shares | $845K | 38K |
| Verizon Communications Inc | VZ | Shares | $571K | 11K |
| Pfizer Inc | PFE | Shares | $570K | 20K |
| Plains All Amern Pipeline L | PAA | Shares | $285K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.