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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.

Other share classesKFIIRKFIIU

13F holders, Q4 2025

Institutional positions in K&F Growth Acquisition Corp. II as of Dec 31, 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
47
+4 vs. Q3 2025
Shares held
26.4M
+287.1K (+1.1%) vs. Q3 2025
Total value
$273.1M
+$6.07M (+2.3%) vs. Q3 2025
New holders
4
10 more added
Sold out
0
8 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 47 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 28 institutionsQ2 2025: 43 institutionsQ3 2025: 44 institutionsQ4 2025: 47 institutionsQ1 2026: 51 institutionsQ2 2026: 49 institutions
Value heldQ4 2025: $273.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $158.9MQ2 2025: $261.4MQ3 2025: $267.5MQ4 2025: $273.1MQ1 2026: $285.8MQ2 2026: $291.6M
Institutions holding KFII and their total value by quarter
QuarterHoldersValue
Q2 202649$291.6M
Q1 202651$285.8M
Q4 202547$273.1M
Q3 202544$267.5M
Q2 202543$261.4M
Q1 202528$158.9M
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding K&F Growth Acquisition Corp. II; share changes are against Q3 2025.

Institutions holding KFII in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tenor Capital Management Co., L.P.2,001,000$20.7M0.29%00.0%Unchanged
Westchester Capital Management, LLC1,885,000$19.5M0.92%00.0%Unchanged
Karpus Management, Inc.1,328,387$13.7M0.42%+181,937+15.9%Added
D. E. Shaw & Co., Inc.1,288,904$13.3M0.01%+51,404+4.2%Added
Hudson Bay Capital Management LP1,257,080$13.0M0.07%00.0%Unchanged
Linden Advisors LP1,250,000$12.9M0.08%00.0%Unchanged
Magnetar Financial LLC1,250,000$12.9M0.13%00.0%Unchanged
Alberta Investment Management Corp1,237,500$12.8M0.08%00.0%Unchanged
Wolverine Asset Management LLC1,198,935$12.4M0.18%+9,540+0.8%Added
Glazer Capital, LLC1,196,452$12.3M0.32%+29,300+2.5%Added
Picton Mahoney Asset Management1,000,000$10.3M0.11%00.0%Unchanged
CNH Partners LLC994,915$10.3M0.22%00.0%Unchanged
Berkley W R Corp975,455$10.1M0.56%00.0%Unchanged
Two Sigma Investments, LP876,886$9.05M0.01%−2,680−0.3%Reduced
LMR Partners LLP750,000$7.75M0.07%00.0%Unchanged
Driehaus Capital Management LLC725,185$7.50M0.05%−23,615−3.2%Reduced
Radcliffe Capital Management, L.P.633,889$6.55M0.36%+125,598+24.7%Added
Schonfeld Strategic Advisors LLC600,812$6.21M0.03%−149,188−19.9%Reduced
Rivernorth Capital Management, LLC509,513$5.26M0.25%+9,769+2.0%Added
Moore Capital Management, LP500,000$5.17M0.11%00.0%Unchanged
Millennium Management LLC499,700$5.17M0.00%00.0%Unchanged
Jain Global LLC477,706$4.94M0.05%00.0%Unchanged
Mangrove Partners450,000$4.65M0.38%00.0%Unchanged
Periscope Capital Inc.441,000$4.56M0.88%−59,000−11.8%Reduced
Shaolin Capital Management LLC350,000$3.62M0.14%−52,141−13.0%Reduced
Goldman Sachs Group Inc338,138$3.49M0.00%+530.0%Added
Centiva Capital, LP250,000$2.58M0.16%00.0%Unchanged
Polar Asset Management Partners Inc.250,000$2.58M0.05%00.0%Unchanged
L1 Global Manager Pty Ltd250,000$2.58M1.69%+250,000New
Verition Fund Management LLC242,583$2.51M0.01%−15,804−6.1%Reduced
Whitebox Advisors LLC225,000$2.33M0.04%00.0%Unchanged
Mizuho Securities USA LLC225,057$2.30M0.04%−159,552−41.5%Reduced
Toronto Dominion Bank218,364$2.26M0.00%+68,364+45.6%Added
DLD Asset Management, LP151,135$1.56M0.16%−48,865−24.4%Reduced
Gritstone Asset Management LLC148,743$1.54M1.47%00.0%Unchanged
Vivaldi Asset Management, LLC102,342$1.06M0.06%00.0%Unchanged
Geode Capital Management, LLC76,592$792.0K0.00%00.0%Unchanged
Kepos Capital LP50,000$517.0K2.93%00.0%Unchanged
Clear Street Group Inc.47,022$486.2K0.00%00.0%Unchanged
Alyeska Investment Group, L.P.42,045$439.8K0.00%00.0%Unchanged
Boothbay Fund Management, LLC38,190$394.9K0.01%00.0%Unchanged
Logan Stone Capital, LLC36,519$377.4K0.09%+36,519New
Abc Arbitrage SA25,000$258.5K0.02%+25,000New
UBS Group AG18,970$195.8K0.00%+10,159+115.3%Added
Robinson Capital Management, LLC15,250$157.7K0.07%00.0%Unchanged
Meteora Capital, LLC173$1.78K0.00%+173New
Morgan Stanley123$1.27K0.00%+79+179.5%Added
Atw Spac Management LLC––––Not filed