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Elemental Capital Partners LLC

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13F filer, CIK 1860672, SAN FRANCISCO, CA

Elemental Capital Partners LLC reported $415,186,216 across 12 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 99.36% of the portfolio.

Accepted , ingested 13F-HR 0001860672-26-000005

Period
2026-09-30
Reported value
$415M
Holdings
12
Top 10 weight
99.36%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BEadded+25,625$7.1M
CRDOadded+4,520$880K
LRCXadded+1,695$557K
INDIadded+62,806$184K
NVDAadded+390$89.1K

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

None.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001860672-26-000005, largest first. % of portfolio is the value over $415,186,216, 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; 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; 2026Q3: 1,039,031 shares 1,039,031$288M69.32%+25,625Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 237,658 shares 237,658$46.3M11.15%+4,520Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,372,249 shares 13,372,249$39.1M9.42%+62,806Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,405 shares 59,405$19.5M4.7%+1,695Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,273 shares 29,273$6.69M1.61%+390Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,584 shares; 2026Q2: 147,677 shares; 2026Q3: 149,627 shares 149,627$3.4M0.82%+1,950Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,627 shares; 2026Q2: 24,413 shares; 2026Q3: 24,603 shares 24,603$2.92M0.7%+190Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,643 shares; 2026Q2: 128,732 shares; 2026Q3: 132,332 shares 132,332$2.53M0.61%+3,600Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,753 shares; 2026Q2: 88,760 shares; 2026Q3: 90,660 shares 90,660$2.15M0.52%+1,900Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,439 shares; 2026Q2: 104,853 shares; 2026Q3: 106,953 shares 106,953$2.11M0.51%+2,100Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,680 shares; 2026Q3: 124,780 shares 124,780$2.1M0.51%+4,100Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,310 shares; 2026Q2: 20,310 shares; 2026Q3: 20,310 shares 20,310$579K0.14%0Timeline

How Q3 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 0001860672-26-000005 base2026-10-14