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Elemental Capital Partners LLC

662 28TH AVENUE, SAN FRANCISCO, CA 94121 • 415-320-6647

Q1 2025 · Filed 2025-01-27
Market Value
$0
Holdings
6
+1
New Purchases
0
Added To
0
Closed
6
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Industrials 63.9%
Technology 33.9%
Energy 0.5%
Utilities 0.5%
Financial Services 0.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0%
Large Cap 3 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$962.9B
Median Market Cap
$69.3B
Avg P/E
100.6
Median P/E
87.0
Avg Dividend Yield
0.00%
Avg Beta
2.86
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BE —% -$34M -1,513,377 -100.0% SOLD
2 INDI —% -$14M -3,523,992 -100.0% SOLD
3 CRDO —% -$43M -642,337 -100.0% SOLD
4 LRCX —% -$8M -107,140 -100.0% SOLD
5 ALAB —% -$1M -10,160 -100.0% SOLD
6 NVDA —% -$7M -49,496 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BE —%
INDI —%
CRDO —%
LRCX —%
ALAB —%
NVDA —%
View SEC EDGAR Filings for Elemental Capital Partners LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms