Elemental Capital Partners LLC

CIK: 0001860672SEC EDGAR →

Portfolio Value

$188.0M

Holdings

6

As of

Q4 2025

New Positions

6

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
BE

BLOOM ENERGY CORP

1,172,900$101.9M
54.22%
2
INDI

INDIE SEMICONDUCTOR INC

7,902,713$27.9M
14.84%
3
CRDO

CREDO TECHNOLOGY GROUP HOLDI

192,210$27.7M
14.71%
4
MRVL

MARVELL TECHNOLOGY INC

199,407$16.9M
9.02%
5
LRCX

LAM RESEARCH CORP

51,302$8.8M
4.67%
6
NVDA

NVIDIA CORPORATION

25,537$4.8M
2.53%

Quarterly Changes

Top Buys

BENEW
$101.9M
INDINEW
$27.9M
CRDONEW
$27.7M
MRVLNEW
$16.9M
LRCXNEW
$8.8M

Top Sells

No sells this quarter

New Positions (6)

BE
$101.9M · 1.2M shares
INDI
$27.9M · 7.9M shares
CRDO
$27.7M · 192K shares
MRVL
$16.9M · 199K shares
LRCX
$8.8M · 51K shares
NVDA
$4.8M · 26K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials1$101.9M54.2%
Technology5$86.0M45.8%