Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BSOLBitwise Solana Staking Etf | $84.1M | 82.4% | |
| NAVNNavan Inc | $6.7M | 6.5% | |
| SKYAWSkyai Inc | $3.6M | 3.5% | −47.1% |
| Brera Holdings PLCCUSIP G13311132 | $3.3M | 3.2% | New |
| SKYASkyai Inc | $2.9M | 2.9% | New |
| SUIGSui Group Holdings Limited | $1.1M | 1.0% | |
| FIGFigma Inc | $425K | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NAVNNavan Inc | December 31, 2025 | +33.9% | $6.7M |
| SKYAWSkyai Inc | December 31, 2025 | +5.1% | $3.6M |
| SUIGSui Group Holdings Limited | December 31, 2025 | −30.5% | $1.1M |
| BSOLBitwise Solana Staking Etf | December 31, 2025 | −39.0% | $84.1M |
| FIGFigma Inc | December 31, 2025 | −51.6% | $425K |
Sold off last quarter
- Brera Holdings PLCCUSIP G13311116 was $5.1M
- FRMMForum Markets Inc was $4.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.5% | +14.8% |
| March 31, 2026 | −34.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Electric Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2087133&type=13F-HR&dateb=&owner=include&count=40CIK 2087133
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2087133/000199937126018008/Filed August 14, 2026 · accession 0001999371-26-018008