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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 $288.4M in total; no superinvestor holds it.

Other share classesKFIIRKFIIU

13F holders, Q1 2026

Institutional positions in K&F Growth Acquisition Corp. II as of Mar 31, 2026. 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
51
+4 vs. Q4 2025
Shares held
27.4M
+962.3K (+3.6%) vs. Q4 2025
Total value
$285.8M
+$12.6M (+4.6%) vs. Q4 2025
New holders
7
12 more added
Sold out
3
9 more reduced

Compare with Q4 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 holdersQ1 2026: 51 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 heldQ1 2026: $285.8M
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: $288.4M
Institutions holding KFII and their total value by quarter
QuarterHoldersValue
Q2 202649$288.4M
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, Q1 2026

Shares, value and share of portfolio for each institution holding K&F Growth Acquisition Corp. II; share changes are against Q4 2025.

Institutions holding KFII in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley62$6470.00%−61−49.6%Reduced
Robinson Capital Management, LLC15,250$159.7K0.07%00.0%Unchanged
Abc Arbitrage SA25,000$260.8K0.03%00.0%Unchanged
Logan Stone Capital, LLC38,122$397.6K0.11%+1,603+4.4%Added
BNP Paribas Arbitrage, SA39,076$408.0K0.00%+39,076New
Clear Street Group Inc.47,022$490.4K0.00%00.0%Unchanged
Kepos Capital LP50,000$522.0K0.85%00.0%Unchanged
Geode Capital Management, LLC83,571$872.5K0.00%+6,979+9.1%Added
Quarry LP100,000$1.04M0.21%+100,000New
RLH Capital LLC100,000$1.04M0.53%+100,000New
Vivaldi Asset Management, LLC102,342$1.07M0.06%00.0%Unchanged
Highbridge Capital Management LLC106,065$1.11M0.07%+106,065New
Sona Asset Management (US) LLC107,873$1.13M0.04%+107,873New
UBS Group AG117,719$1.23M0.00%+98,749+520.6%Added
Gritstone Asset Management LLC148,743$1.55M1.66%00.0%Unchanged
DLD Asset Management, LP151,135$1.58M0.16%00.0%Unchanged
Parallax Volatility Advisers, L.P.176,553$1.85M0.08%+176,553New
Whitebox Advisors LLC225,000$2.35M0.03%00.0%Unchanged
Polar Asset Management Partners Inc.250,000$2.61M0.06%00.0%Unchanged
L1 Global Manager Pty Ltd250,000$2.61M2.10%00.0%Unchanged
Centiva Capital, LP250,000$2.61M0.12%00.0%Unchanged
Jain Global LLC252,637$2.64M0.03%−225,069−47.1%Reduced
Mizuho Securities USA LLC307,857$3.20M0.08%+82,800+36.8%Added
Goldman Sachs Group Inc338,138$3.53M0.00%00.0%Unchanged
Toronto Dominion Bank350,000$3.65M0.01%+131,636+60.3%Added
Periscope Capital Inc.375,000$3.91M0.68%−66,000−15.0%Reduced
Mangrove Partners450,000$4.69M0.38%00.0%Unchanged
Rivernorth Capital Management, LLC484,513$5.05M0.26%−25,000−4.9%Reduced
Meteora Capital, LLC494,828$5.16M0.38%+494,655+285,927.7%Added
Millennium Management LLC499,700$5.21M0.00%00.0%Unchanged
Moore Capital Management, LP500,000$5.21M0.19%00.0%Unchanged
Verition Fund Management LLC534,101$5.58M0.05%+291,518+120.2%Added
Schonfeld Strategic Advisors LLC539,240$5.62M0.05%−61,572−10.2%Reduced
Shaolin Capital Management LLC546,414$5.70M0.24%+196,414+56.1%Added
HGC Investment Management Inc.550,000$5.74M1.27%+550,000New
Radcliffe Capital Management, L.P.671,808$7.01M0.53%+37,919+6.0%Added
LMR Partners LLP750,000$7.82M0.07%00.0%Unchanged
Two Sigma Investments, LP876,886$9.15M0.01%00.0%Unchanged
Wolverine Asset Management LLC948,831$9.90M0.15%−250,104−20.9%Reduced
CNH Partners LLC951,604$9.93M0.16%−43,311−4.4%Reduced
Picton Mahoney Asset Management1,000,000$10.4M0.11%00.0%Unchanged
Berkley W R Corp1,074,855$11.2M0.60%+99,400+10.2%Added
Alberta Investment Management Corp1,237,500$12.9M0.08%00.0%Unchanged
Magnetar Financial LLC1,250,000$13.0M0.13%00.0%Unchanged
Linden Advisors LP1,250,000$13.1M0.07%00.0%Unchanged
Hudson Bay Capital Management LP1,257,080$13.1M0.08%00.0%Unchanged
Glazer Capital, LLC1,300,000$13.6M0.29%+103,548+8.7%Added
Karpus Management, Inc.1,317,137$13.7M0.43%−11,250−0.8%Reduced
D. E. Shaw & Co., Inc.1,422,909$14.9M0.01%+134,005+10.4%Added
Westchester Capital Management, LLC1,476,268$15.4M0.75%−408,732−21.7%Reduced
Tenor Capital Management Co., L.P.2,001,000$20.9M0.32%00.0%Unchanged
Driehaus Capital Management LLC0$00.00%−725,185−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−42,045−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−38,190−100.0%Sold out