Investor
Elemental Capital Partners LLC
CIK 0001860672 · filed 2026-04-27 · SEC filing
13F book
$234.9M
Positions
12
7 new · 1 sold
Largest name
63.9%
Bloom Energy Corp · BE
Est. mark
$43.6M
Price effect on 5 names still held. Flow $3.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bloom Energy Corp | BE | 1.11M | $150M | 63.9% | $53.8M | Cut$48.1M |
| indie Semiconductor, Inc. | INDI | 12.6M | $40.7M | 17.3% | −$2.45M | Added$12.8M |
| Credo Technology Group Holdi | — | 233.6K | $21.9M | 9.3% | −$9.61M | Added−$5.73M |
| Lam Research Corp | LRCX | 57.5K | $12.3M | 5.2% | $2.18M | Added$3.5M |
| Nvidia Corp | NVDA | 26.3K | $4.58M | 2.0% | −$309K | Added−$178.9K |
| American Elec Pwr Co Inc | — | 8.63K | $1.13M | 0.5% | — | New |
| Ares Capital Corp | ARCC | 53.6K | $966.6K | 0.4% | — | New |
| Energy Transfer L P | — | 48.4K | $934.9K | 0.4% | — | New |
| Kraft Heinz Co | KHC | 37.6K | $845.3K | 0.4% | — | New |
| Verizon Communications Inc | VZ | 11.4K | $571.3K | 0.2% | — | New |
| Pfizer Inc | PFE | 20.3K | $570.3K | 0.2% | — | New |
| Plains All Amern Pipeline L | — | 12.8K | $284.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.