Elemental Capital Partners LLC
Elemental Capital Partners LLC reported 12 US-listed holdings worth $415.2 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: Bloom Energy Corp. (69.3%), Credo Technology Group Holdi (11.2%) and Indie Semiconductor Inc Cl A (9.4%). Against the quarter before, it opened 0 positions, added to 11, trimmed 0 and sold out of 0.
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +125.8% over the 4 quarters to 30 September 2026, against +14.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Added to 11
- Bloom Energy Corp. BE+25,625 shares · +3%
- Credo Technology Group Holdi CRDO+4,520 shares · +2%
- Lam Research Corp. LRCX+1,695 shares · +3%
- Indie Semiconductor Inc Cl A INDI+62,806 shares · +0%
- NVIDIA Corp. NVDA+390 shares · +1%
- Hercules Capital Inc. HTGC+4,100 shares · +3%
- Ares Capital Corp. ARCC+3,600 shares · +3%
- Plains All American Pipeline L.p./plains All American Finance Co. PAA+1,900 shares · +2%
and 3 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bloom Energy Corp. BE | 1.0M | $287.8 million | 69.32% | +25.6K |
| Credo Technology Group Holdi CRDO | 237.7K | $46.3 million | 11.15% | +4.5K |
| Indie Semiconductor Inc Cl A INDI | 13.4M | $39.1 million | 9.42% | +62.8K |
| Lam Research Corp. LRCX | 59.4K | $19.5 million | 4.70% | +1.7K |
| NVIDIA Corp. NVDA | 29.3K | $6.7 million | 1.61% | +390 |
| Kraft Heinz Co. KHC | 149.6K | $3.4 million | 0.82% | +1.9K |
| American Electric Power Co. Inc. AEP | 24.6K | $2.9 million | 0.70% | +190 |
| Ares Capital Corp. ARCC | 132.3K | $2.5 million | 0.61% | +3.6K |
| Plains All American Pipeline L.p./plains All American Finance Co. PAA | 90.7K | $2.2 million | 0.52% | +1.9K |
| Energy Transfer LP ET | 107.0K | $2.1 million | 0.51% | +2.1K |
| Hercules Capital Inc. HTGC | 124.8K | $2.1 million | 0.51% | +4.1K |
| Pfizer Inc. PFE | 20.3K | $579,241 | 0.14% | no change |