Elemental Capital Partners
Elemental Capital Partners reported 12 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BE (69.3%), CRDO (11.2%) and INDI (9.4%). Compared with Q2 2026, the fund added to BE, CRDO and INDI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() BE Bloom Energy Corp | $288M | 69.3% | 1M | +26K (+3%) | 6 of 6 | |
| 2 | ![]() CRDO Credo Technology Group Holdi | $46.3M | 11.2% | 238K | +4,520 (+2%) | 6 of 6 | |
| 3 | ![]() INDI Indie Semiconductor Inc | $39.1M | 9.4% | 13.4M | +63K (+0%) | 6 of 6 | |
| 4 | ![]() LRCX Lam Research Corp | $19.5M | 4.7% | 59K | +1,695 (+3%) | 6 of 6 | |
| 5 | ![]() NVDA Nvidia Corporation | $6.7M | 1.6% | 29K | +390 (+1%) | 6 of 6 | |
| 6 | ![]() KHC Kraft Heinz Co | $3.4M | 0.8% | 150K | +1,950 (+1%) | 3 of 6 | |
| 7 | ![]() AEP American Elec Pwr Co Inc | $2.9M | 0.7% | 25K | +190 (+1%) | 3 of 6 | |
| 8 | ![]() ARCC Ares Capital Corp | $2.5M | 0.6% | 132K | +3,600 (+3%) | 3 of 6 | |
| 9 | ![]() PAA Plains All Amern Pipeline L | $2.2M | 0.5% | 91K | +1,900 (+2%) | 3 of 6 | |
| 10 | ![]() ET Energy Transfer L P LP | $2.1M | 0.5% | 107K | +2,100 (+2%) | 3 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elemental Capital Partners 13F FAQ
What does Elemental Capital Partners own?
Elemental Capital Partners reported 12 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BE (69.3%), CRDO (11.2%) and INDI (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Elemental Capital Partners buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 11 added to, 0 trimmed and 0 sold out.
When will Elemental Capital Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elemental Capital Partners's portfolio worth?
The Q3 2026 filing reports $415M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.









