Skip to content
Disclosery

Elemental Capital Partners LLC

Follow

13F filer, CIK 1860672, SAN FRANCISCO, CA

Elemental Capital Partners LLC reported $476,292,201 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 99.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001860672-26-000003

Period
2026-06-30
Reported value
$476M
Holdings
12
Top 10 weight
99.5%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INDIadded+665,050$2.99M
KHCadded+110,093$2.6M
AEPadded+15,786$2.16M
HTGCnew+120,680$1.9M
PAAadded+76,007$1.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BEreduced-94,014-$28.5M
VZexited-11,380-$571K
CRDOreduced-430-$117K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001860672-26-000003, largest first. % of portfolio is the value over $476,292,201, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,513,377 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,202,792 shares; 2025Q4: 1,172,900 shares; 2026Q1: 1,107,420 shares; 2026Q2: 1,013,406 shares 1,013,406$307M64.41%-94,014Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 642,337 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 135,186 shares; 2025Q4: 192,210 shares; 2026Q1: 233,568 shares; 2026Q2: 233,138 shares 233,138$63.4M13.31%-430Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,523,992 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,611,602 shares; 2025Q4: 7,902,713 shares; 2026Q1: 12,644,393 shares; 2026Q2: 13,309,443 shares 13,309,443$59.8M12.55%+665,050Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,140 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 48,500 shares; 2025Q4: 51,302 shares; 2026Q1: 57,485 shares; 2026Q2: 57,710 shares 57,710$25M5.25%+225Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,496 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 24,150 shares; 2025Q4: 25,537 shares; 2026Q1: 26,283 shares; 2026Q2: 28,883 shares 28,883$5.78M1.21%+2,600Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,584 shares; 2026Q2: 147,677 shares 147,677$3.49M0.73%+110,093Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,627 shares; 2026Q2: 24,413 shares 24,413$3.34M0.7%+15,786Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,643 shares; 2026Q2: 128,732 shares 128,732$2.39M0.5%+75,089Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,439 shares; 2026Q2: 104,853 shares 104,853$2M0.42%+56,414Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,753 shares; 2026Q2: 88,760 shares 88,760$1.98M0.41%+76,007Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,680 shares 120,680$1.9M0.4%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,310 shares; 2026Q2: 20,310 shares 20,310$489K0.1%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VZVERIZON COMMUNICATIONS INC11,380$571Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001860672-26-000003 base2026-07-28acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001860672-26-000003 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0001860672-26-000002 Quarter ended 2026-03-312026-04-27acceptance time not in the bulk data set
13F-HR 0001860672-26-000001 Quarter ended 2025-12-312026-01-16acceptance time not in the bulk data set
13F-HR 0001860672-25-000003 Quarter ended 2025-09-302025-10-27acceptance time not in the bulk data set
13F-HR 0001860672-25-000001 Quarter ended 2024-12-312025-01-27acceptance time not in the bulk data set
13F-HR 0001860672-22-000006 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001860672-22-000004 Quarter ended 2022-06-302022-07-29acceptance time not in the bulk data set
13F-HR 0001860672-22-000003 Quarter ended 2022-03-312022-05-03acceptance time not in the bulk data set
13F-HR 0001860672-22-000001 Quarter ended 2021-12-312022-01-28acceptance time not in the bulk data set
13F-HR 0001860672-21-000005 Quarter ended 2021-09-302021-10-26acceptance time not in the bulk data set
13F-HR 0001860672-21-000003 Quarter ended 2021-06-302021-07-16acceptance time not in the bulk data set
13F-HR 0001860672-21-000002 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set