ECP
Elemental Capital Partners Portfolio holdings
AUM
$188M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$188M
AUM Growth
+$11.1M
(+6.3%)
Holding
6
Top Buys
| 1 | +$8.21M | |
| 2 | +$3.29M | |
| 3 | +$1.03M | |
| 4 |
Lam Research
LRCX
|
+$480K |
| 5 |
NVIDIA
NVDA
|
+$259K |
Sector Composition
| 1 | Industrials | 54.22% |
| 2 | Technology | 45.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bloom Energy
BE
$32.3B
| $102M | 54.22% |
1,172,900
-29,892
|
|
||
2
indie Semiconductor
INDI
$738M
| $27.9M | 14.84% |
7,902,713
+291,111
|
|
||
3
Credo Technology Group
CRDO
$17.7B
| $27.7M | 14.71% |
192,210
+57,024
|
|
||
4
Marvell Technology
MRVL
$62.9B
| $16.9M | 9.02% |
199,407
+38,675
|
|
||
|
5
Lam Research
LRCX
$266B
| $8.78M | 4.67% |
51,302
+2,802
|
|
||
|
6
NVIDIA
NVDA
$4.18T
| $4.76M | 2.53% |
25,537
+1,387
|
|