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Thayer Ventures Acquisition Corp II

TVAIR
Exchange
Nasdaq
Industry
Blank Checks
SEC CIK
0001872228

No open-market purchases or sales by Thayer Ventures Acquisition Corp II insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $3.45M in total; no superinvestor holds it.

Other share classesTVAITVAIU

13F holders, Q2 2026

Institutional positions in Thayer Ventures Acquisition Corp II as of Jun 30, 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
36
0 vs. Q1 2026
Shares held
18.9M
+1.87M (+11.0%) vs. Q1 2026
Total value
$3.45M
+$182.5K (+5.6%) vs. Q1 2026
New holders
1
4 more added
Sold out
1
3 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TVAIR 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 holdersQ2 2026: 36 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: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 32 institutionsQ4 2025: 35 institutionsQ1 2026: 36 institutionsQ2 2026: 36 institutions
Value heldQ2 2026: $3.45M
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: $0Q2 2025: $0Q3 2025: $3.44MQ4 2025: $3.71MQ1 2026: $3.27MQ2 2026: $3.45M
Institutions holding TVAIR and their total value by quarter
QuarterHoldersValue
Q2 202636$3.45M
Q1 202636$3.27M
Q4 202535$3.71M
Q3 202532$3.44M
Q2 20250$0
Q1 20250$0
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, Q2 2026

Shares, value and share of portfolio for each institution holding Thayer Ventures Acquisition Corp II; share changes are against Q1 2026.

Institutions holding TVAIR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meteora Capital, LLC1,883,034$326.7K0.03%+1,883,034New
Linden Advisors LP1,750,000$306.4K0.00%00.0%Unchanged
Verition Fund Management LLC1,280,188$243.4K0.00%00.0%Unchanged
Aristeia Capital LLC1,125,000$213.9K0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.1,000,000$190.1K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.900,000$171.1K0.00%00.0%Unchanged
Millennium Management LLC700,000$133.1K0.00%00.0%Unchanged
Alberta Investment Management Corp700,000$133.1K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund700,000$133.1K0.00%00.0%Unchanged
CNH Partners LLC666,653$126.7K0.00%+3,950+0.6%Added
D. E. Shaw & Co., Inc.625,000$118.8K0.00%00.0%Unchanged
Highbridge Capital Management LLC608,828$115.7K0.00%+43,915+7.8%Added
Shaolin Capital Management LLC576,001$109.5K0.01%+13,251+2.4%Added
HGC Investment Management Inc.525,000$99.8K0.02%00.0%Unchanged
Toronto Dominion Bank517,074$98.2K0.00%−300−0.1%Reduced
Radcliffe Capital Management, L.P.536,883$94.0K0.01%00.0%Unchanged
Periscope Capital Inc.484,500$84.8K0.01%00.0%Unchanged
Hudson Bay Capital Management LP375,000$71.3K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys387,262$67.8K0.00%00.0%Unchanged
Boothbay Fund Management, LLC348,194$66.2K0.00%+34,502+11.0%Added
Magnetar Financial LLC350,000$61.3K0.00%00.0%Unchanged
Picton Mahoney Asset Management300,000$57.0K0.00%00.0%Unchanged
Centiva Capital, LP285,146$54.2K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC399,897$50.3K0.00%00.0%Unchanged
Heights Capital Management, Inc249,699$47.5K0.01%−301−0.1%Reduced
Alpine Global Management, LLC285,978$42.9K0.01%00.0%Unchanged
Westchester Capital Management, LLC275,000$41.3K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA221,227$38.7K0.00%00.0%Unchanged
Whitebox Advisors LLC200,000$38.0K0.00%00.0%Unchanged
Glazer Capital, LLC200,000$35.0K0.00%00.0%Unchanged
Clear Street Group Inc.144,300$27.4K0.00%00.0%Unchanged
DLD Asset Management, LP98,730$18.8K0.00%00.0%Unchanged
Kepos Capital LP64,000$11.0K0.01%00.0%Unchanged
Wolverine Asset Management LLC51,162$9.73K0.00%−440−0.9%Reduced
Schonfeld Strategic Advisors LLC50,000$8.75K0.00%00.0%Unchanged
MYDA Advisors LLC44,000$7.70K0.00%00.0%Unchanged
Berkley W R Corp0$00.00%−106,365−100.0%Sold out