Scott Gottlieb
Elemental Capital Partners Llc
Assets Managed
$234.854M
Holdings
12
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
24.96%(2Q avg: 15.61%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Elemental Capital Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.
Assets under management
The assets under management (AUM) of Elemental Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 234.854M in assets, with a quarterly growth rate of 24.96% and a 2-quarter average growth rate of 15.61%. The portfolio is managed by Scott Gottlieb, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BE Bloom Energy Corp- A
| 63.89% | $150.044M 1.107M shares@ $135.5 avg price | Decreased -5.58% |
INDI Indie Semiconductor Inc-a
| 17.34% | $40.715M 12.644M shares@ $3.22 avg price | Increased 60.01% |
CRDO Credo Technology Group Holdi
| 9.34% | $21.925M 233,568 shares@ $93.87 avg price | Increased 21.52% |
LRCX Lam Research Corp
| 5.23% | $12.282M 57,485 shares@ $213.66 avg price | Increased 12.06% |
NVDA Nvidia Corp
| 1.96% | $4.584M 26,283 shares@ $174.4 avg price | Increased 2.93% |
AEP American Electric Power
| 0.49% | $1.131M 8,627 shares@ $131.08 avg price | New Position |
ARCC Ares Capital Corp
| 0.42% | $966,647 53,643 shares@ $18.03 avg price | New Position |
ET Energy Transfer Lp
| 0.4% | $934,873 48,439 shares@ $19.31 avg price | New Position |
KHC Kraft Heinz Co The
| 0.36% | $845,264 37,584 shares@ $22.49 avg price | New Position |
VZ Verizon Communications Inc
| 0.25% | $571,276 11,380 shares@ $50.2 avg price | New Position |
1-10 of 12