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Elemental Capital Partners LLC
hedge fundUpdated 44 days agoManaged by Elemental Capital Partners Llc • Latest filing Q2 2026
Portfolio value
$476.3M
Q2 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
346.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $106.8M |
| Q3 2025 | $176.9M |
| Q4 2025 | $188M |
| Q1 2026 | $234.9M |
| Q2 2026 | $476.3M |
Top holdings
12 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BE BLOOM ENERGY CORP | $306.8M | 1.01M | 64.41% | Trimmed(-8.5%) |
| 2 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $63.4M | 233.1K | 13.31% | Trimmed(-0.2%) |
| 3 | ? N/A INDIE SEMICONDUCTOR INC | $59.8M | 13.31M | 12.55% | Added(+5.3%) |
| 4 | L LRCX LAM RESEARCH CORP | $25M | 57.7K | 5.25% | Added(+0.4%) |
| 5 | N NVDA NVIDIA CORPORATION | $5.8M | 28.9K | 1.21% | Added(+9.9%) |
| 6 | K KHC KRAFT HEINZ CO | $3.5M | 147.7K | 0.73% | Added(+292.9%) |
| 7 | A AEP AMERICAN ELEC PWR CO INC | $3.3M | 24.4K | 0.70% | Added(+183.0%) |
| 8 | A ARCC ARES CAPITAL CORP | $2.4M | 128.7K | 0.50% | Added(+140.0%) |
| 9 | E ET-PI ENERGY TRANSFER L P | $2M | 104.9K | 0.42% | Added(+116.5%) |
| 10 | P PAAPU PLAINS ALL AMERN PIPELINE L | $2M | 88.8K | 0.41% | Added(+596.0%) |
| 11 | H HCXY HERCULES CAPITAL INC | $1.9M | 120.7K | 0.40% | — |
| 12 | P PFE PFIZER INC | $489K | 20.3K | 0.10% | Unchanged |