ECP
Elemental Capital Partners Portfolio holdings
AUM
$107M
This Quarter Return
+84.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Credo Technology Group
CRDO
|
$43.2M |
| 2 |
Bloom Energy
BE
|
$33.6M |
| 3 |
indie Semiconductor
INDI
|
$14.3M |
| 4 |
Lam Research
LRCX
|
$7.74M |
| 5 |
NVIDIA
NVDA
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 68.52% |
| 2 | Industrials | 31.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Credo Technology Group
CRDO
$21.3B
| $43.2M | 40.43% | +642,337 | New | +$43.2M |
|
|
2
Bloom Energy
BE
$12.4B
| $33.6M | 31.48% | +1,513,377 | New | +$33.6M |
|
|
3
indie Semiconductor
INDI
$899M
| $14.3M | 13.37% | +3,523,992 | New | +$14.3M |
|
|
4
Lam Research
LRCX
$127B
| $7.74M | 7.25% | +107,140 | New | +$7.74M |
|
|
5
NVIDIA
NVDA
$4.24T
| $6.65M | 6.22% | +49,496 | New | +$6.65M |
|
6
Astera Labs
ALAB
$30.3B
| $1.35M | 1.26% | +10,160 | New | +$1.35M |
|