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Elemental Capital Partners LLC
RIA/Wealth
Elemental Capital Partners LLC is a RIA/Wealth led by Brian Nmn Wu, managing $176.9M across 6 long positions as of Q3 2025 with 58% Industrials concentration, with only 6 positions, 58% allocation to BE, and 42% technology allocation.
Managing PartnerBrian Nmn Wu
- Portfolio Value
- $176.9M
- Positions
- 6
- Top Holding
- BE at 57.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elemental Capital Partners LLC's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electrical Equipment & Parts Industrials | $101.7M | 57.50% | -$26.3M Sold | 0.51% 1.2M shares | |
Semiconductors Technology | $31.0M | 17.51% | +$16.6M Bought | 3.83% 7.6M shares | |
Communication Equipment Technology | $19.7M | 11.13% | -$73.8M Sold | 0.08% 135.2K shares | |
Semiconductors Technology | $13.5M | 7.64% | +$13.5M New | 0.02% 160.7K shares | |
Semiconductors Technology | $6.5M | 3.67% | -$7.9M Sold | 0.00% 48.5K shares | |
Semiconductors Technology | $4.5M | 2.55% | -$4.7M Sold | 0.00% 24.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elemental Capital Partners LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+115.99% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-78.95% | |
-54.73% | |
-51.21% | |
-20.52% |
Analytics
Portfolio insights and performance metrics for Elemental Capital Partners LLC
GthenA