Keyframe Capital Partners, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Keyframe Capital Partners, L.P. reported 1 stock position worth $202 thousand. Its top holding was Stem (STEM) at 100.0% of the portfolio. Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001830175
- Portfolio Value
- $202K (Q2 2026)
- SEC Filing
- 0001172661-26-003764 ↗ filed Aug 14, 2026
Holdings Value
Holdings 1 stocks · $202K
| STEM Stem Inc. | 100.00% | 25,924 | $202K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $202K | STEM |
| Q1 2026 | 1 | $229K | STEM |
| Q4 2025 | 2 | $21.8M | FET, STEM |
| Q3 2025 | 3 | $40.8M | FET, GTX, STEM |
| Q2 2025 | 2 | $36.0M | GTX, FET |
| Q1 2025 | 2 | $42.1M | GTX, FET |
| Q4 2024 | 2 | $44.9M | GTX, FET |
| Q3 2024 | 5 | $52.0M | GTX, FET, PBF, EVVAQ, HE |
| Q2 2024 | 4 | $54.2M | GTX, FET, PBF, EVVAQ |
| Q1 2024 | 4 | $73.8M | GTX, FET, PBF, EVVAQ |