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Elemental Capital Partners LLC Portfolio
$415.2M across 12 positions as of 2026-09-30, with 99% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+198.2%
+183.8% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -8.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +115.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +46.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.8% | +2.4% |
| Dec 31, 2024 to Mar 31, 2025 | — | -4.6% |
| Sep 30, 2022 to Dec 31, 2022 | -1.2% | +7.1% |
| Jun 30, 2022 to Sep 30, 2022 | -4.2% | -5.3% |
| Mar 31, 2022 to Jun 30, 2022 | -35.7% | -16.5% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BEBloom Energy Corp | $287.8M | 69.3% | 1,039,031 |
| CREDO TECHNOLOGY GROUP HOLDI | $46.3M | 11.2% | 237,658 |
| INDIE SEMICONDUCTOR INC | $39.1M | 9.4% | 13,372,249 |
| LRCXLam Research Corp | $19.5M | 4.7% | 59,405 |
| NVDANVIDIA Corp | $6.7M | 1.6% | 29,273 |
| KHCKraft Heinz Co | $3.4M | 0.8% | 149,627 |
| AEPAmerican Electric Power Company Inc | $2.9M | 0.7% | 24,603 |
| ARCCAres Capital Corp | $2.5M | 0.6% | 132,332 |
| PAAPlains All American Pipeline LP | $2.2M | 0.5% | 90,660 |
| ETEnergy Transfer LP | $2.1M | 0.5% | 106,953 |
| HTGCHercules Capital Inc | $2.1M | 0.5% | 124,780 |
| PFEPfizer Inc | $579.2K | 0.1% | 20,310 |
Quarter ending 2026-09-30.
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