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Electron Capital Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0001586986
New York 10 East 53Rd Street 19Th Floor
Zip Code: 10022
Latest Portfolio Value
$2.15 B
-2.45%
Total Holdings
40
3
Latest Report Date
Q4 2025
Top 10 Concentration
60.48%

Electron Capital Partners, LLC — Portfolio Overview & Company Profile

Electron Capital Partners, LLC (CIK: 0001586986) is a financial institution headquartered at 10 East 53Rd Street, 19Th Floor, New York, New York 10022. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $2,153,502,716, comprising 40 distinct securities. Over its filing history, it has submitted 55 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 60.5%. Quarterly turnover: 25.1%. ▲ 10 new, +9 added, −18 reduced, ×7 exited.

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

Top Sells

Q4 2025

Asset Allocation

Stocks/ETFs
-2.45%
$2.15 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.50%
$40,758 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
5.8 M $204.99 M 9.52% ▲ 5,219,363 Add 894.8%
804,303 $174.83 M 8.12% ▼ 14,788 Reduce -1.8%
1.94 M $143.04 M 6.64% ▲ 255,884 Add 15.2%
1.77 M $141.89 M 6.59% ▼ 199,781 Reduce -10.2%
1.14 M $136.47 M 6.34% ▲ 69,485 Add 6.5%
1.44 M $133.11 M 6.18% ▼ 99,625 Reduce -6.5%
801,662 $128.35 M 5.96% ▲ 4,365 Add 0.6%
500,145 $92.31 M 4.29% ▲ 500,145 New Buy
179,642 $75.82 M 3.52% ▼ 59,086 Reduce -24.8%
1.65 M $71.71 M 3.33% ▲ 8,329 Add 0.5%

Historical Portfolio Charts