DOSSIER · 13F-HR · Q1 2026

Elemental Capital Partners LLC

Elemental's family office based in Stamford, CT — $235M in tracked AUM across 12 positions as of Q1 2026.

E

Elemental·Stamford, CT·Family Office

CIK 0001860672 · last filed Mar 31, 2026

Total AUM

$235M

▲ 5.5%

vs prior

Holdings

12

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

Top sector

Tech

10% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Elemental Capital Partners LLC

1. Portfolio Overview

Elemental Capital Partners LLC has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The firm experienced a substantial expansion in assets under management (AUM), with the total portfolio value surging by 240.7%, rising from $55.17M to $187.96M within a single quarter. This rapid growth indicates either a substantial influx of ...

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.

#HoldingValueSharesWeight

01

BLOOM ENERGY CORP

$150M1.1M63.9%

02

INDIE SEMICONDUCTOR INC

$41M12.6M17.3%

03

CREDO TECHNOLOGY GROUP HOLDI

$22M234K9.3%

04

LAM RESEARCH CORP

$12M57K5.2%

05

NVIDIA CORPORATION

$5M26K2.0%

06

AMERICAN ELEC PWR CO INC

$1M9K0.5%

07

ARES CAPITAL CORP

$966,64754K0.4%

08

ENERGY TRANSFER L P

$934,87348K0.4%

09

KRAFT HEINZ CO

$845,26438K0.4%

10

VERIZON COMMUNICATIONS INC

$571,27611K0.2%

Filing history

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