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 $288.4M in total; no superinvestor holds it.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 49 | $288.4M |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding K&F Growth Acquisition Corp. II; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 123 | $1.27K | 0.00% | +79+179.5% | Added |
| Meteora Capital, LLC | 173 | $1.78K | 0.00% | +173 | New |
| Robinson Capital Management, LLC | 15,250 | $157.7K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 18,970 | $195.8K | 0.00% | +10,159+115.3% | Added |
| Abc Arbitrage SA | 25,000 | $258.5K | 0.02% | +25,000 | New |
| Logan Stone Capital, LLC | 36,519 | $377.4K | 0.09% | +36,519 | New |
| Boothbay Fund Management, LLC | 38,190 | $394.9K | 0.01% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 42,045 | $439.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 47,022 | $486.2K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 50,000 | $517.0K | 2.93% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 76,592 | $792.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 102,342 | $1.06M | 0.06% | 00.0% | Unchanged |
| Gritstone Asset Management LLC | 148,743 | $1.54M | 1.47% | 00.0% | Unchanged |
| DLD Asset Management, LP | 151,135 | $1.56M | 0.16% | −48,865−24.4% | Reduced |
| Toronto Dominion Bank | 218,364 | $2.26M | 0.00% | +68,364+45.6% | Added |
| Mizuho Securities USA LLC | 225,057 | $2.30M | 0.04% | −159,552−41.5% | Reduced |
| Whitebox Advisors LLC | 225,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 242,583 | $2.51M | 0.01% | −15,804−6.1% | Reduced |
| Centiva Capital, LP | 250,000 | $2.58M | 0.16% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 250,000 | $2.58M | 0.05% | 00.0% | Unchanged |
| L1 Global Manager Pty Ltd | 250,000 | $2.58M | 1.69% | +250,000 | New |
| Goldman Sachs Group Inc | 338,138 | $3.49M | 0.00% | +530.0% | Added |
| Shaolin Capital Management LLC | 350,000 | $3.62M | 0.14% | −52,141−13.0% | Reduced |
| Periscope Capital Inc. | 441,000 | $4.56M | 0.88% | −59,000−11.8% | Reduced |
| Mangrove Partners | 450,000 | $4.65M | 0.38% | 00.0% | Unchanged |
| Jain Global LLC | 477,706 | $4.94M | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 499,700 | $5.17M | 0.00% | 00.0% | Unchanged |
| Moore Capital Management, LP | 500,000 | $5.17M | 0.11% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 509,513 | $5.26M | 0.25% | +9,769+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 600,812 | $6.21M | 0.03% | −149,188−19.9% | Reduced |
| Radcliffe Capital Management, L.P. | 633,889 | $6.55M | 0.36% | +125,598+24.7% | Added |
| Driehaus Capital Management LLC | 725,185 | $7.50M | 0.05% | −23,615−3.2% | Reduced |
| LMR Partners LLP | 750,000 | $7.75M | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 876,886 | $9.05M | 0.01% | −2,680−0.3% | Reduced |
| Berkley W R Corp | 975,455 | $10.1M | 0.56% | 00.0% | Unchanged |
| CNH Partners LLC | 994,915 | $10.3M | 0.22% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,000,000 | $10.3M | 0.11% | 00.0% | Unchanged |
| Glazer Capital, LLC | 1,196,452 | $12.3M | 0.32% | +29,300+2.5% | Added |
| Wolverine Asset Management LLC | 1,198,935 | $12.4M | 0.18% | +9,540+0.8% | Added |
| Alberta Investment Management Corp | 1,237,500 | $12.8M | 0.08% | 00.0% | Unchanged |
| Linden Advisors LP | 1,250,000 | $12.9M | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,250,000 | $12.9M | 0.13% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,257,080 | $13.0M | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,288,904 | $13.3M | 0.01% | +51,404+4.2% | Added |
| Karpus Management, Inc. | 1,328,387 | $13.7M | 0.42% | +181,937+15.9% | Added |
| Westchester Capital Management, LLC | 1,885,000 | $19.5M | 0.92% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 2,001,000 | $20.7M | 0.29% | 00.0% | Unchanged |
| Atw Spac Management LLC | – | – | – | – | Not filed |