Elemental Capital Partners LLC holds a concentrated book of 12 stocks worth $476.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Hercules Capital Inc and trimmed Bloom Energy Corp- A. Their largest long position is Bloom Energy Corp- A at 64% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Elemental Capital Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 18 / 12 | $432.2B |
| JPMORGAN CHASE & CO | 18 / 12 | $91.0B |
| MORGAN STANLEY | 18 / 12 | $79.8B |
| NORTHERN TRUST CORP | 18 / 12 | $54.6B |
| BANK OF AMERICA CORP /DE/ | 18 / 12 | $46.0B |
| GOLDMAN SACHS GROUP INC | 18 / 12 | $44.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 18 / 12 | $43.3B |
| Bank of New York Mellon Corp | 18 / 12 | $34.4B |
Ranked by how many of Elemental Capital Partners LLC's top 12 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bloom Energy Corp COM CL A | $306.8M | 1.01M | 64.4% | ▼−8.5% Reduced · −94K sh | |
| 2 | Credo Technology Group Holdi ORDINARY SHARES | $63.4M | 233.1K | 13.3% | ▼−0.2% Reduced · −430 sh | |
| 3 | Indie Semiconductor Inc CLASS A COM | $59.8M | 13.31M | 12.5% | ▲+5.3% Added · +665K sh | |
| 4 | Lam Research Corp COM NEW | $25.0M | 57.7K | 5.3% | ▲+0.4% Added · +225 sh | |
| 5 | Nvidia Corporation COM | $5.8M | 28.9K | 1.2% | ▲+9.9% Added · +3K sh | |
| 6 | Kraft Heinz Co COM | $3.5M | 147.7K | 0.7% | ▲+293% Added · +110K sh | |
| 7 | American Elec PWR Co Inc COM | $3.3M | 24.4K | 0.7% | ▲+183% Added · +16K sh | |
| 8 | Ares Capital Corp COM | $2.4M | 128.7K | 0.5% | ▲+140% Added · +75K sh | |
| 9 | Energy Transfer L P COM UT LTD PTN | $2.0M | 104.9K | 0.4% | ▲+116% Added · +56K sh | |
| 10 | Plains All Amern Pipeline L UNIT LTD PARTN | $2.0M | 88.8K | 0.4% | ▲+596% Added · +76K sh | |
| 11 | Hercules Capital Inc COM | $1.9M | 120.7K | 0.4% | ▲New New position | |
| 12 | Pfizer Inc COM | $489K | 20.3K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1860672/holdings"
Use Arkolith to show Elemental Capital Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 12 | $476.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 12 | $234.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 6 | $188.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 6 | $176.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 6 | $106.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 7 | $67.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 29, 2022 | 7 | $76.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 3, 2022 | 7 | $116.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.