Electric Capital Partners
Palo Alto, CAfiles as Electric Capital Partners, LLC
$102m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.0% of the portfolio this quarter.
Value
$102m
Stocks
7
Top 10 share
100.0%
Turnover
13.0%
What changed this quarter
New
Bought for the first time this quarter.
- Brera HoldingsSLMT3.2% of the fund
- SkyAISKYA2.9% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- SkyaiSKYAW3.5% of the fund-47%
Sold out
Sold their entire stake.
- Brera Holdings-100%
- Forum MarketsFRMM-100%
Holdings
- Bitwise Solana Staking ETFBSOL
- Share
- 82.4%
- Value
- $84m
- Shares
- 8,400,000
Held
- SkyaiSKYAW
- Share
- 3.5%
- Value
- $4m
- Shares
- 3,254,004
-47%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Bitwise Solana Staking ETFBSOL | 82.4% | $84m | 8,400,000 | Held |
| NavanNAVN | 6.5% | $7m | 292,256 | Held |
| SkyaiSKYAW | 3.5% | $4m | 3,254,004 | -47% |
| Brera HoldingsSLMT | 3.2% | $3m | 649,999 | New |
| SkyAISKYA | 2.9% | $3m | 2,621,210 | New |
| SUI Group HoldingsSUIG | 1.0% | $1m | 923,075 | Held |
| FigmaFIG | 0.4% | $424,699 | 23,477 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 42.6% since 31 December 2025.
Where the money is
Financial services7.1%
Technology7.0%
Other85.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.