Elemental Capital Partners LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$234.9M
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BE
BLOOM ENERGY CORP
Held since at least Q1 2024
63.9%
02
$INDI
INDIE SEMICONDUCTOR INC
Held since at least Q1 2024
17.3%
03
$CRDO
CREDO TECHNOLOGY GROUP HOLDI
Held since at least Q1 2024
9.3%
04
$LRCX
LAM RESEARCH CORP
Q1 2026: Sold 21.0% (17.9k → 14.1k shares)
5.2%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 88.2% (202.5k → 23.9k shares)
2.0%
06
$AEP
AMERICAN ELEC PWR CO INC
Held since at least Q1 2024
0.5%
07
$ARCC
ARES CAPITAL CORP
Held since at least Q1 2024
0.4%
08
$ET
ENERGY TRANSFER L P
Held since at least Q1 2024
0.4%
09
$KHC
KRAFT HEINZ CO
Held since at least Q1 2024
0.4%
10
$BAC
VERIZON COMMUNICATIONS INC
Held since at least Q1 2024
0.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:34 UTC.