Keyframe Capital Partners, L.P. — 13F Holdings & Portfolio
CIK 1830175 · latest 13F-HR filed 2026-05-28
Keyframe Capital Partners, L.P. manages $229.2K in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are STEM (100.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 0, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$229.2K
Long-equity book
1
Distinct positions
2026-03-31
Filed 2026-05-28
+0 / −1 / ↑0 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STEM INC | STEM | 85859N300 | $229.2K | 100.00% | 25,924 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-28 | $229.2K | 1 | 0001172661-26-002444 |
| 2025-12-31 | 2026-02-17 | $21.8M | 2 | 0001172661-26-001172 |
| 2025-09-30 | 2025-11-14 | $40.8M | 3 | 0001172661-25-005083 |