Skip to content
Disclosery

Elemental Capital Partners LLC

Follow

13F filer, CIK 1860672, SAN FRANCISCO, CA

Elemental Capital Partners LLC reported $187,957,089 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001860672-26-000001

Period
2025-12-31
Reported value
$188M
Holdings
6
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRDOadded+57,024$8.21M
MRVLadded+38,675$3.29M
INDIadded+291,111$1.03M
LRCXadded+2,802$480K
NVDAadded+1,387$259K

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-29,892-$2.6M

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, Q4 2025

Share positions as resolved from 13F-HR 0001860672-26-000001, largest first. % of portfolio is the value over $187,957,089, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,513,377 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,202,792 shares; 2025Q4: 1,172,900 shares 1,172,900$102M54.22%-29,892Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,523,992 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,611,602 shares; 2025Q4: 7,902,713 shares 7,902,713$27.9M14.84%+291,111Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 642,337 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 135,186 shares; 2025Q4: 192,210 shares 192,210$27.7M14.71%+57,024Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 160,732 shares; 2025Q4: 199,407 shares 199,407$16.9M9.02%+38,675Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,140 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 48,500 shares; 2025Q4: 51,302 shares 51,302$8.78M4.67%+2,802Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,496 shares; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 24,150 shares; 2025Q4: 25,537 shares 25,537$4.76M2.53%+1,387Timeline

How Q4 2025 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 0001860672-26-000001 base2026-01-16acceptance time not in the bulk data set