K&F GROWTH ACQUISITION CORP. II (KFII) — Institutional Holders, Q2 2026
59 institutional investment managers reported a KFII position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $294.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
KFII in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MIZUHO SECURITIES USAAdded · +563,708 sh+$3.0M
- HIGHBRIDGE CAPITAL MANAGEMENTAdded · +512,064 sh+$2.7M
- DLD Asset ManagementAdded · +237,191 sh+$1.3M
- QuarryAdded · +197,000 sh+$1.1M
- RLH CapitalAdded · +197,000 sh+$1.1M
Biggest sellers
- METEORA CAPITALTrimmed · -228,100 sh-$1.2M
- Shaolin Capital ManagementTrimmed · -175,618 sh-$938.6K
- Schonfeld Strategic AdvisorsTrimmed · -129,542 sh-$692.3K
- UBS Group AGSold out · -117,719 sh-$629.1K
- Karpus ManagementTrimmed · -72,100 sh-$385.3K
KFII 13F holders ranked 1–59 of 59
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | TENOR CAPITAL MANAGEMENT , L.P.#1 · 4,001,000 sh | 4,001,000 | $21.4M | 0.30% | 0.0% |
| 2 | Westchester Capital Management#2 · 1,726,268 sh | 1,726,268 | $15.6M | 0.76% | 0.0% |
| 3 | D. E. Shaw#3 · 1,422,909 sh | 1,422,909 | $15.0M | <0.01% | 0.0% |
| 4 | GLAZER CAPITAL#4 · 1,479,527 sh | 1,479,527 | $13.7M | 0.34% | -4.1% |
| 5 | LINDEN ADVISORS#5 · 3,100,000 sh | 3,100,000 | $13.4M | 0.07% | 0.0% |
| 6 | Magnetar Financial#6 · 2,500,000 sh | 2,500,000 | $13.4M | 0.12% | 0.0% |
| 7 | Hudson Bay Capital Management#7 · 1,632,033 sh | 1,632,033 | $13.3M | 0.04% | 0.0% |
| 8 | Alberta Investment Management#8 · 2,475,000 sh | 2,475,000 | $13.2M | 0.07% | 0.0% |
| 9 | Karpus Management#9 · 1,245,037 sh | 1,245,037 | $13.1M | 0.38% | -5.5% |
| 10 | BERKLEY W R#10 · 1,456,730 sh | 1,456,730 | $11.9M | 0.57% | -1.0% |
| 11 | PICTON MAHONEY ASSET MANAGEMENT#11 · 1,267,000 sh | 1,267,000 | $10.8M | 0.08% | +1.4% |
| 12 | AQR Arbitrage#12 · 955,997 sh | 955,997 | $10.1M | 0.14% | +0.5% |
| 13 | WOLVERINE ASSET MANAGEMENT#13 · 1,015,980 sh | 1,015,980 | $10.0M | 0.09% | -1.0% |
| 14 | TWO SIGMA INVESTMENTS#14 · 876,886 sh | 876,886 | $9.3M | <0.01% | 0.0% |
| 15 | MIZUHO SECURITIES USA#15 · 871,565 sh | 871,565 | $9.1M | 0.09% | +183.1% |
| 16 | LMR Partners LLP#16 · 1,500,000 sh | 1,500,000 | $8.0M | 0.03% | 0.0% |
| 17 | Radcliffe Capital Management, L.P.#17 · 1,032,658 sh | 1,032,658 | $7.1M | 0.54% | 0.0% |
| 18 | HIGHBRIDGE CAPITAL MANAGEMENT#18 · 618,129 sh | 618,129 | $6.5M | 0.16% | +482.8% |
| 19 | Verition Fund Management#19 · 1,252,037 sh | 1,252,037 | $5.7M | <0.01% | -0.2% |
| 20 | MOORE CAPITAL MANAGEMENT#20 · 1,000,000 sh | 1,000,000 | $5.3M | 0.08% | 0.0% |
| 21 | MILLENNIUM MANAGEMENT#21 · 999,400 sh | 999,400 | $5.3M | <0.01% | 0.0% |
| 22 | Shaolin Capital Management#22 · 1,370,496 sh | 1,370,496 | $5.3M | 0.25% | -11.4% |
| 23 | RIVERNORTH CAPITAL MANAGEMENT#23 · 994,073 sh | 994,073 | $5.2M | 0.25% | 0.0% |
| 24 | Schonfeld Strategic Advisors#24 · 759,689 sh | 759,689 | $5.1M | 0.02% | -14.6% |
| 25 | MANGROVE PARTNERS IM#25 · 450,000 sh | 450,000 | $4.7M | 0.31% | 0.0% |
| 26 | PERISCOPE CAPITAL#26 · 925,000 sh | 925,000 | $4.0M | 0.35% | 0.0% |
| 27 | TORONTO DOMINION BANK#27 · 2,587,013 sh | 2,587,013 | $3.9M | <0.01% | -7.7% |
| 28 | GOLDMAN SACHS GROUP#28 · 338,138 sh | 338,138 | $3.6M | <0.01% | 0.0% |
| 29 | METEORA CAPITAL#29 · 881,980 sh | 881,980 | $2.9M | 0.24% | -20.5% |
| 30 | Centiva Capital#30 · 500,000 sh | 500,000 | $2.7M | 0.02% | 0.0% |
| 31 | Polar Asset Management Partners#31 · 500,000 sh | 500,000 | $2.7M | 0.04% | 0.0% |
| 32 | L1 Global Manager Pty Ltd#32 · 250,000 sh | 250,000 | $2.6M | 1.86% | 0.0% |
| 33 | WHITEBOX ADVISORS#33 · 450,000 sh | 450,000 | $2.4M | 0.03% | 0.0% |
| 34 | Parallax Volatility Advisers, L.P.#34 · 222,385 sh | 222,385 | $2.3M | <0.01% | +26.0% |
| 35 | Jain Global#35 · 202,269 sh | 202,269 | $2.1M | <0.01% | -19.9% |
| 36 | Quarry#36 · 297,000 sh | 297,000 | $2.1M | 0.18% | +197.0% |
| 37 | RLH Capital#37 · 297,000 sh | 297,000 | $2.1M | 1.01% | +197.0% |
| 38 | DLD Asset Management#38 · 614,802 sh | 614,802 | $1.6M | 0.11% | +62.8% |
| 39 | GRITSTONE ASSET MANAGEMENT#39 · 297,487 sh | 297,487 | $1.6M | — | 0.0% |
| 40 | SONA ASSET MANAGEMENT (US)#40 · 107,873 sh | 107,873 | $1.1M | 0.02% | 0.0% |
| 41 | First Capital Management L.P.#41 · 102,342 sh | 102,342 | $1.1M | 0.06% | 0.0% |
| 42 | GEODE CAPITAL MANAGEMENT#42 · 83,571 sh | 83,571 | $882.5K | 0.00% | 0.0% |
| 43 | Clear Street Group#43 · 458,656 sh | 458,656 | $547.6K | <0.01% | -1.2% |
| 44 | Kepos Capital#44 · 50,000 sh | 50,000 | $528.0K | 0.72% | 0.0% |
| 45 | BNP PARIBAS FINANCIAL MARKETS#45 · 377,161 sh | 377,161 | $454.9K | <0.01% | 0.0% |
| 46 | Harraden Circle Investments#46 · 3,355,167 sh | 3,355,167 | $420.1K | 0.05% | 0.0% |
| 47 | Logan Stone Capital#47 · 38,221 sh | 38,221 | $403.2K | 0.09% | +0.3% |
| 48 | ABC ARBITRAGE SA#48 · 25,000 sh | 25,000 | $263.8K | — | 0.0% |
| 49 | ROBINSON CAPITAL MANAGEMENT#49 · 15,250 sh | 15,250 | $161.0K | 0.07% | 0.0% |
| 50 | Decagon Asset Management LLP#50 · 1,116,707 sh | 1,116,707 | $139.8K | 0.03% | +27.6% |
| 51 | Sculptor Capital#51 · 1,035,200 sh | 1,035,200 | $126.8K | <0.01% | 0.0% |
| 52 | HGC Investment Management#52 · 750,000 sh | 750,000 | $93.9K | 0.02% | -42.3% |
| 53 | BOOTHBAY FUND MANAGEMENT#53 · 432,000 sh | 432,000 | $54.1K | <0.01% | 0.0% |
| 54 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#54 · 297,700 sh | 297,700 | $37.2K | <0.01% | New |
| 55 | CSS#55 · 13,960 sh | 13,960 | $26.2K | <0.01% | 0.0% |
| 56 | K2 PRINCIPAL FUND, L.P.#56 · 118,722 sh | 118,722 | $15.4K | <0.01% | 0.0% |
| 57 | Saba Capital Management, L.P.#57 · 100,000 sh | 100,000 | $12.3K | <0.01% | 0.0% |
| 58 | READYSTATE ASSET MANAGEMENT#58 · 65,000 sh | 65,000 | $8.1K | 0.00% | 0.0% |
| 59 | MORGAN STANLEY#59 · 35 sh | 35 | $369.00 | 0.00% | -43.5% |
Funds that sold out of KFII in Q2 2026 (1)
Held KFII at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| UBS Group AG117,719 sh | 117,719 | $1.2M |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.