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Electric Capital Partners, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 2087133) · Explore on the interactive board

Electric Capital Partners, LLC disclosed 7 US equity positions worth $102.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is BITWISE SOLANA STAKING ETF at 82.4% of the reported book, followed by NAVN, SKYAI INC. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 1 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 0, reduced 1 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$102.1mreported US equity book
7positions
82.4%largest position
100.0%top 10 weight
1.46effective positions (1/HHI)
2quarters on file since Q1 2026

What does Electric Capital Partners, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 0 added, 1 reduced, 2 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 BITWISE SOLANA STAKING ETF 82.4%$84.1m8,400,000 0% held
2 NAVN NAVAN INC 6.5%$6.7m292,256 0% held
3 SKYAI INC 3.5%$3.6m3,254,004 -47% reduced
4 BRERA HOLDINGS PLC 3.2%$3.3m649,999 new
5 SKYAI INC 2.9%$2.9m2,621,210 new
6 SUI GROUP HOLDINGS LIMITED 1.0%$1.1m923,075 0% held
7 FIG FIGMA INC Technology 0.4%$424.7k23,477 0% held

What did Electric Capital Partners, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
BRERA HOLDINGS PLC56.2%$5.1m
FORUM MARKETS INC43.8%$4.0m

Sector mix

SectorWeight
Technology0.4%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20267$102.1m
Q1 20267$117.7m

How concentrated is Electric Capital Partners, LLC's portfolio?

Across every quarter Electric Capital Partners, LLC has filed, its median largest position is 80.6% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 7.0 positions are still open and their final length is unknown.