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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, Q3 2025

Institutional positions in Thayer Ventures Acquisition Corp II as of Sep 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
32
+32 vs. Q2 2025
Shares held
16.8M
+16.8M vs. Q2 2025
Total value
$2.90M
+$2.90M vs. Q2 2025
New holders
32
0 more added
Sold out
0
0 more reduced

Compare with Q2 2025: 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 holdersQ3 2025: 32 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 heldQ3 2025: $2.90M
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: $2.90MQ4 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$2.90M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Thayer Ventures Acquisition Corp II; share changes are against Q2 2025.

Institutions holding TVAIR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Linden Advisors LP1,750,000$306.3K0.00%+1,750,000New
Verition Fund Management LLC1,280,188$230.4K0.00%+1,280,188New
Aristeia Capital LLC1,125,000$191.4K0.01%+1,125,000New
Tenor Capital Management Co., L.P.1,000,000$170.1K0.00%+1,000,000New
CNH Partners LLC890,200$160.2K0.00%+890,200New
Polar Asset Management Partners Inc.900,000$153.1K0.00%+900,000New
Healthcare of Ontario Pension Plan Trust Fund700,000$126.0K0.00%+700,000New
Millennium Management LLC700,000$119.1K0.00%+700,000New
Alberta Investment Management Corp700,000$119.1K0.00%+700,000New
D. E. Shaw & Co., Inc.625,000$112.5K0.00%+625,000New
Meteora Capital, LLC617,574$105.0K0.01%+617,574New
Highbridge Capital Management LLC564,913$101.7K0.01%+564,913New
Shaolin Capital Management LLC550,000$93.6K0.00%+550,000New
Periscope Capital Inc.434,500$73.9K0.02%+434,500New
Glazer Capital, LLC400,000$68.0K0.00%+400,000New
Hudson Bay Capital Management LP375,000$67.5K0.00%+375,000New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys387,262$65.8K0.00%+387,262New
Magnetar Financial LLC350,000$63.0K0.00%+350,000New
Berkley W R Corp354,412$60.3K0.00%+354,412New
Rivernorth Capital Management, LLC318,000$54.1K0.00%+318,000New
Centiva Capital, LP285,146$51.3K0.00%+285,146New
Picton Mahoney Asset Management300,000$51.0K0.00%+300,000New
Alpine Global Management, LLC285,978$48.6K0.01%+285,978New
Heights Capital Management, Inc250,000$45.0K0.01%+250,000New
UBS Oconnor LLC250,000$43.8K0.00%+250,000New
Harraden Circle Investments, LLC252,000$42.9K0.01%+252,000New
Toronto Dominion Bank245,196$41.7K0.00%+245,196New
Wolverine Asset Management LLC243,018$41.3K0.00%+243,018New
Schonfeld Strategic Advisors LLC200,700$34.1K0.00%+200,700New
Whitebox Advisors LLC200,000$34.0K0.00%+200,000New
Clear Street Group Inc.176,879$30.1K0.00%+176,879New
Radcliffe Capital Management, L.P.53,688––+53,688New