SEC 13F Intelligence

Managers / Q1 2026

ELEMENT CAPITAL MANAGEMENT LLC

CIK 0001535630 · 520 MADISON AVENUE, 43PH, NEW YORK, NY, 10022 · 212-993-7035

Reported Value
$1.1B
Q1 2026
Positions
49
Filings on Record
30
2019–present window
Filed
May 12, 2026
original filing

Summary

Element Capital Management Llc reported $1.1B in U.S.-listed holdings across 49 positions for Q1 2026.

Its largest position, TMUS, represents 5.4% of the portfolio.

Compared with Q4 2025, the fund opened 30 new positions and exited 45.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.5BQ4 ’18Q1 ’19: $3.3BQ2 ’19: $1.5BQ3 ’19: $1.1BQ4 ’19: $468MQ4 ’19Q1 ’20: $107MQ2 ’20: $339MQ3 ’20: $391MQ4 ’20: $958MQ4 ’20Q1 ’21: $437MQ2 ’21: $633MQ3 ’21: $229MQ4 ’21: $1.6BQ4 ’21Q1 ’22: $200MQ2 ’22: $199MQ3 ’22: $209MQ4 ’22: $168.5BQ4 ’22Q1 ’23: $1.3BQ2 ’23: $1.5BQ3 ’23: $1.1BQ4 ’23: $30MQ4 ’23Q1 ’24: $151MQ2 ’24: $1.3BQ3 ’24: $2.2BQ4 ’24: $10MQ4 ’24Q1 ’25: $402MQ2 ’25: $41MQ3 ’25: $71MQ4 ’25: $209MQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B49May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$209M55Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$71M47Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$41M3Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$402M146May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$10M4Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.2B25Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B64Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$151M56May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$30M9Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B219Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.5B212Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B158May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$168.5B27Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$209M134Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$199M132Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$200M133May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B44Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$229M36Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$633M65Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$437M53May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$958M51Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$391M60Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$339M74Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$107M16May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$468M43Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B221Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B235Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.3B805May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.5B639Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.