Institutional Manager · CIK 0001860672
Elemental Capital Partners LLC
SAN FRANCISCO, CA · File #028-21209
Latest AUM
$188.0M
Positions
7
Top-10 Concentration
100.0%
Filings
3
Portfolio Value Over Time
2024-12
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | CREDO TECHNOLOGY GROUP HOLDI | CRDO | +57,024 | +$8.2M | -$232,519 |
| ADD | MARVELL TECHNOLOGY INC | MRVL | +38,675 | +$3.3M | +$146,266 |
| REDUCE | BLOOM ENERGY CORP | BE | -29,892 | -$2.6M | +$2.8M |
| ADD | INDIE SEMICONDUCTOR INC | INDI | +291,111 | +$1.0M | -$4.1M |
| ADD | LAM RESEARCH CORP | LRCX | +2,802 | +$479,646 | +$1.8M |
| ADD | NVIDIA CORPORATION | NVDA | +1,387 | +$258,676 | -$1,932 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $188.0M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $176.9M
- 13F HOLDINGS REPORTQ/E Dec 20246 pos · $106.8M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | BE | 1,172,900 | $101.9M | 54.22% |
| 2 | INDIE SEMICONDUCTOR INC | INDI | 7,902,713 | $27.9M | 14.84% |
| 3 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 192,210 | $27.7M | 14.71% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 199,407 | $16.9M | 9.02% |
| 5 | LAM RESEARCH CORP | LRCX | 51,302 | $8.8M | 4.67% |
| 6 | NVIDIA CORPORATION | NVDA | 25,537 | $4.8M | 2.53% |