ECP
Elemental Capital Partners Portfolio holdings
AUM
$177M
1 Year Est. Return
–
AUM
$177M
AUM Growth
–
Holding
6
Top Buys
| 1 | +$102M | |
| 2 | +$31M | |
| 3 | +$19.7M | |
| 4 |
Marvell Technology
MRVL
|
+$13.5M |
| 5 |
Lam Research
LRCX
|
+$6.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 57.5% |
| 2 | Technology | 42.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bloom Energy
BE
$33.9B
| $102M | 57.5% |
+1,202,792
|
|
||
2
indie Semiconductor
INDI
$1.02B
| $31M | 17.51% |
+7,611,602
|
|
||
3
Credo Technology Group
CRDO
$31.6B
| $19.7M | 11.13% |
+135,186
|
|
||
|
4
Marvell Technology
MRVL
$79.3B
| $13.5M | 7.64% |
+160,732
|
|
||
|
5
Lam Research
LRCX
$202B
| $6.49M | 3.67% |
+48,500
|
|
||
6
NVIDIA
NVDA
$5.06T
| $4.51M | 2.55% |
+24,150
|
|