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Keyframe Capital Partners L P 13F Portfolio

Portfolio Manager
Keyframe Capital Partners L P
Performance
-11.65% (2026 Q2)
AUM (13F)
$202.47K
# of Holdings
1
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Keyframe Capital Partners L P Holdings Map

Top 1 Keyframe Capital Partners L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
STEM
STEM INC
100%25.9K$202K
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 25.2K shares2025-Q4: 25.9K shares2026-Q1: 25.9K shares2026-Q2: 25.9K shares
$12.00(-47.17%)
2026-06-30

About Keyframe Capital Partners L P’s portfolio

Keyframe Capital Partners L P reports $202.47K in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is STEM (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +154.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

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Source filings

Holdings on this page are parsed from Keyframe Capital Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1830175). View Keyframe Capital Partners L P’s 13F filings on SEC

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