DOSSIER · 13F-HR · Q1 2026
Electron Capital Partners, LLC
Electron's holding co. based in San Francisco, CA — $2.6B in tracked AUM across 46 positions as of Q1 2026.
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Electron·San Francisco, CA·Holding Co.
CIK 0001586986 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Electron Capital Partners LLC SEC 13F Filing
Portfolio Overview
Electron Capital Partners manages a concentrated portfolio totaling approximately $1.38 billion as of the report date September 30, 2025. The firm exhibits a high-conviction investment strategy, holding a relatively narrow basket of only 20 securities. The portfolio experienced significant growth during the quarter, increasing in value by 23.1% from $1.12 billion. This performance suggests that the fi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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