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Portfolio (Quarterly) Guide ↗

Elemental Capital Partners LLC

· CIK 0001860672
13F Portfolio $476M AUM 12 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 7 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INDI INDIE SEMICONDUCTOR INC Technology 13,309,443.0 $59.8M 12.55% +665K +5.3% $4.49 -11.5%
2 NVDA NVIDIA CORPORATION Technology 28,883.0 $5.8M 1.21% +3K +9.9% $200.09 +6.1%
3 KHC KRAFT HEINZ CO Consumer Defensive 147,677.0 $3.5M 0.73% +110K +292.9% $23.62 +7.3%
4 AEP AMERICAN ELEC PWR CO INC Utilities 24,413.0 $3.3M 0.70% +16K +183.0% $136.81 -10.7%
5 ARCC ARES CAPITAL CORP Financial Services 128,732.0 $2.4M 0.50% +75K +140.0% $18.53 +7.3%
6 ET ENERGY TRANSFER L P Energy 104,853.0 $2.0M 0.42% +56K +116.5% $19.12 +10.1%
7 PAA PLAINS ALL AMERN PIPELINE L Energy 88,760.0 $2.0M 0.41% +76K +596.0% $22.26 +11.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 64.4%
Technology 32.3%
Financial Services 0.9%
Energy 0.8%
Utilities 0.7%
Consumer Defensive 0.7%
Healthcare 0.1%