K&F Growth Acquisition Corp. II
KFII- Exchange
- Nasdaq
- Industry
- Blank Checks
- SEC CIK
- 0002029976
No open-market purchases or sales by K&F Growth Acquisition Corp. II insiders were filed in the last 90 days; 49 institutions reported holding it in 13F filings for Q2 2026, worth $291.6M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in K&F Growth Acquisition Corp. II as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- +16 vs. Q1 2025
- Shares held
- 25.7M
- +8.95M (+53.4%) vs. Q1 2025
- Total value
- $261.4M
- +$110.9M (+73.7%) vs. Q1 2025
- New holders
- 17
- 8 more added
- Sold out
- 1
- 13 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KFII on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 49 | $291.6M |
| Q1 2026 | 51 | $285.8M |
| Q4 2025 | 47 | $273.1M |
| Q3 2025 | 44 | $267.5M |
| Q2 2025 | 43 | $261.4M |
| Q1 2025 | 28 | $158.9M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding K&F Growth Acquisition Corp. II; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tenor Capital Management Co., L.P. | 2,000,000 | $20.4M | 0.27% | +2,000,000 | New |
| Westchester Capital Management, LLC | 1,885,000 | $19.2M | 1.12% | +450,000+31.4% | Added |
| Hudson Bay Capital Management LP | 1,257,080 | $12.8M | 0.08% | +25,000+2.0% | Added |
| Linden Advisors LP | 1,250,000 | $12.7M | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,250,000 | $12.7M | 0.06% | +1,250,000 | New |
| D. E. Shaw & Co., Inc. | 1,237,500 | $12.6M | 0.01% | +287,500+30.3% | Added |
| Alberta Investment Management Corp | 1,237,500 | $12.6M | 0.10% | +1,237,500 | New |
| Karpus Management, Inc. | 1,185,425 | $12.1M | 0.39% | +5,775+0.5% | Added |
| Glazer Capital, LLC | 1,173,915 | $11.9M | 0.43% | −1,085−0.1% | Reduced |
| Sculptor Capital LP | 1,000,000 | $10.2M | 0.16% | +1,000,000 | New |
| Picton Mahoney Asset Management | 1,000,000 | $10.2M | 0.14% | +1,000,000 | New |
| CNH Partners LLC | 997,915 | $10.2M | 0.24% | −247,085−19.8% | Reduced |
| Berkley W R Corp | 975,455 | $9.93M | 0.62% | +379,695+63.7% | Added |
| Two Sigma Investments, LP | 879,566 | $8.95M | 0.02% | −26,683−2.9% | Reduced |
| Driehaus Capital Management LLC | 801,084 | $8.16M | 0.07% | −398,916−33.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 796,751 | $8.11M | 0.06% | +346,451+76.9% | Added |
| LMR Partners LLP | 750,000 | $7.63M | 0.12% | 00.0% | Unchanged |
| Moore Capital Management, LP | 500,000 | $5.09M | 0.10% | +500,000 | New |
| Millennium Management LLC | 499,700 | $5.09M | 0.00% | +499,700 | New |
| Jain Global LLC | 477,606 | $4.86M | 0.08% | +477,606 | New |
| Periscope Capital Inc. | 437,200 | $4.45M | 1.68% | +437,200 | New |
| Wolverine Asset Management LLC | 412,535 | $4.20M | 0.07% | +392,335+1,942.3% | Added |
| Shaolin Capital Management LLC | 400,000 | $4.07M | 0.18% | −100,000−20.0% | Reduced |
| Mizuho Securities USA LLC | 384,609 | $3.88M | 0.08% | +384,609 | New |
| Radcliffe Capital Management, L.P. | 349,331 | $3.56M | 0.27% | +349,331 | New |
| Goldman Sachs Group Inc | 338,085 | $3.44M | 0.00% | +233,085+222.0% | Added |
| Verition Fund Management LLC | 258,387 | $2.63M | 0.02% | −236,331−47.8% | Reduced |
| Polar Asset Management Partners Inc. | 250,000 | $2.54M | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 250,000 | $2.54M | 0.17% | +250,000 | New |
| Whitebox Advisors LLC | 225,000 | $2.29M | 0.06% | 00.0% | Unchanged |
| Toronto Dominion Bank | 221,589 | $2.26M | 0.00% | −1,793,347−89.0% | Reduced |
| DLD Asset Management, LP | 200,000 | $2.04M | 0.24% | −150,000−42.9% | Reduced |
| Mangrove Partners | 191,680 | $1.95M | 0.21% | +191,680 | New |
| Gritstone Asset Management LLC | 150,000 | $1.53M | 1.51% | +150,000 | New |
| Vivaldi Asset Management, LLC | 102,342 | $1.04M | 0.07% | +102,342 | New |
| Geode Capital Management, LLC | 76,592 | $779.7K | 0.00% | −919−1.2% | Reduced |
| Boothbay Fund Management, LLC | 63,790 | $649.4K | 0.02% | −15,210−19.3% | Reduced |
| Atw Spac Management LLC | 63,790 | $649.4K | 0.99% | −15,210−19.3% | Reduced |
| Kepos Capital LP | 50,000 | $509.0K | 0.68% | 00.0% | Unchanged |
| Clear Street LLC | 46,872 | $477.2K | 0.00% | −36,226−43.6% | Reduced |
| UBS Group AG | 42,174 | $429.3K | 0.00% | +42,174 | New |
| HRT Financial LP | 15,900 | $161.0K | 0.00% | −12,105−43.2% | Reduced |
| Morgan Stanley | 24 | $244 | 0.00% | +24 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,661−100.0% | Sold out |
| Mizuho Securities USA LLC | – | – | – | – | Not filed |