Who owns K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII)
Which tracked institutional funds hold KFII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KFII company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
6 tracked funds added or opened KFII while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KFII’s largest tracked holder by dollar value, TENOR CAPITAL MANAGEMENT Co., L.P., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KFII divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 45 tracked filers holding KFII, 8 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KFII between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 7
- TENOR CAPITAL MANAGEMENT Co., L.P.$21M
- GLAZER CAPITAL, LLC$14M
- HGC Investment Management Inc.$6M
- METEORA CAPITAL, LLC$5M
- UBS Group AG$1M
- JPMORGAN CHASE & CO$1M
Largest adds
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$5M
- Quarry LP$1M
- RLH Capital LLC$1M
- BERKLEY W R CORP$660K
- Parallax Volatility Advisers, L.P.$500K
- PICTON MAHONEY ASSET MANAGEMENT$299K
Largest trims
- Karpus Management, Inc.$603K
- Schonfeld Strategic Advisors LLC$560K
- Shaolin Capital Management LLC$505K
- Jain Global LLC$502K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Westchester Capital Management, LLC | 1,476,268 | $16M | 5.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 1,422,909 | $15M | 4.9% | 2026-Q2 |
| Hudson Bay Capital Management LP | 1,257,080 | $13M | 4.4% | 2026-Q2 |
| Magnetar Financial LLC | 1,250,000 | $13M | 4.3% | 2026-Q2 |
| Linden Advisors LP | 1,250,000 | $13M | 4.3% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,245,037 | $13M | 4.3% | 2026-Q2 |
| Alberta Investment Management Corp | 1,237,500 | $13M | 4.3% | 2026-Q2 |
| BERKLEY W R CORP added | 1,124,156 | $12M | 3.9% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 1,017,000 | $11M | 3.5% | 2026-Q2 |
| AQR Arbitrage LLC added | 955,997 | $10M | 3.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 942,836 | $10M | 3.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 876,886 | $9M | 3.0% | 2026-Q2 |
| LMR Partners LLP | 750,000 | $8M | 2.6% | 2026-Q2 |
| Radcliffe Capital Management, L.P. | 671,808 | $7M | 2.3% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 618,129 | $7M | 2.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 531,629 | $6M | 1.8% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 500,000 | $5M | 1.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC | 499,700 | $5M | 1.7% | 2026-Q2 |
| Shaolin Capital Management LLC trimmed | 492,340 | $5M | 1.7% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 484,329 | $5M | 1.7% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 480,000 | $5M | 1.7% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 450,000 | $5M | 1.6% | 2026-Q2 |
| Periscope Capital Inc. | 375,000 | $4M | 1.3% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 344,513 | $4M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 338,138 | $4M | 1.2% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC | 307,857 | $3M | 1.0% | 2026-Q2 |
| Centiva Capital, LP | 250,000 | $3M | 0.9% | 2026-Q2 |
| L1 Global Manager Pty Ltd | 250,000 | $3M | 0.9% | 2026-Q2 |
| Polar Asset Management Partners Inc. | 250,000 | $3M | 0.9% | 2026-Q2 |
| WHITEBOX ADVISORS LLC | 225,000 | $2M | 0.8% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 222,385 | $2M | 0.8% | 2026-Q2 |
| Jain Global LLC trimmed | 202,269 | $2M | 0.7% | 2026-Q2 |
| RLH Capital LLC added | 198,500 | $2M | 0.7% | 2026-Q2 |
| Quarry LP added | 198,500 | $2M | 0.7% | 2026-Q2 |
| GRITSTONE ASSET MANAGEMENT LLC | 148,743 | $2M | 0.5% | 2026-Q2 |
| DLD Asset Management, LP trimmed | 148,135 | $2M | 0.5% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC | 107,873 | $1M | 0.4% | 2026-Q2 |
| First Trust Capital Management L.P. | 102,342 | $1M | 0.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC | 83,571 | $883K | 0.3% | 2026-Q2 |
| Clear Street Group Inc. | 47,022 | $496K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 39,076 | $413K | 0.1% | 2026-Q2 |
| Logan Stone Capital, LLC added | 38,221 | $403K | 0.1% | 2026-Q2 |
| ABC ARBITRAGE SA | 25,000 | $264K | 0.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 15,250 | $161K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 35 | $369 | 0.0% | 2026-Q2 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 2,001,000 | $21M | 6.9% | 2026-Q1 stale (1 quarter behind) |
| GLAZER CAPITAL, LLC added | 1,300,000 | $14M | 4.5% | 2026-Q1 stale (1 quarter behind) |
| HGC Investment Management Inc. new | 550,000 | $6M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| METEORA CAPITAL, LLC added | 494,828 | $5M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 117,719 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 106,065 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Kepos Capital LP | 50,000 | $522K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Driehaus Capital Management LLC trimmed | 725,185 | $7M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| Alyeska Investment Group, L.P. | 42,045 | $440K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BOOTHBAY FUND MANAGEMENT, LLC | 38,190 | $395K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ATW SPAC MANAGEMENT LLC trimmed | 38,190 | $390K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 15,900 | $161K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CLEAR STREET LLC (last filed 2025-Q2, 46,872 shares) reconciles to its 1 current affiliate (47,022 shares) — 0.320% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.