Elemental Capital Partners LLC
•CIK: 1860672•Filing: Q4 2025
**Elemental Capital Partners LLC** manages $188M across a concentrated portfolio of six positions. The fund exhibits significant conviction in technology and industrials, with a top holding in Broadcom (BE) representing $101.9M. Further allocations include notable stakes in Intel (INDI) at $27.9M and PNC Financial Services (PNC) at $27.7M. This structure suggests a focused, high-conviction approach targeting established market leaders.
Total AUM
$188.0M
QoQ Performance
+6.3%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BE
INDI
CRDO
MRVL
BE54.2%
INDI14.8%
CRDO14.7%
MRVL9.0%
LRCX4.7%
NVDA2.5%
📈 Biggest Buys
📉 Biggest Sells
BE
BLOOM ENERGY CORP
-2.5%
54.2% of portfolio
Sector Breakdown
Other92.8%
Technology7.2%
Changes from Q3 2025
↑5 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q4 2024