KFII — K&F GROWTH ACQUISITION CORP
As of Q2 2026, 7 SEC-registered investment managers reported holding KFII (K&F GROWTH ACQUISITION CORP) in their latest 13F filings, with a combined reported value of $39.27M across 3.72M shares. That is -5.7% by share count (-223.81K shares) versus the previous quarter, while reported value moved -4.6%. Ownership is concentrated: the five largest holders account for 97.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KFII is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 1.42M | $15.03M | 0.01% | Hold |
| Two Sigma Investments history | 876.89K | $9.25M | 0.01% | Hold |
| Moore Capital Management history | 500.00K | $5.28M | 0.08% | Hold |
| Millennium Management history | 499.70K | $5.27M | 0.00% | Hold |
| Goldman Sachs Group history | 338.14K | $3.57M | 0.00% | Hold |
| Geode Capital Management history | 83.57K | $882.51K | 0.00% | Hold |
| Morgan Stanley history | 35 | $369 | 0.00% | Reduce |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 1.42M | $14.86M | 0.01% | Add |
| Two Sigma Investments history | 876.89K | $9.15M | 0.01% | Hold |
| Moore Capital Management history | 500.00K | $5.21M | 0.11% | Hold |
| Millennium Management history | 499.70K | $5.21M | 0.00% | Hold |
| Goldman Sachs Group history | 338.14K | $3.53M | 0.00% | Hold |
| UBS Group AG history | 117.72K | $1.23M | 0.00% | Add |
| JPMorgan Chase & Co history | 106.06K | $1.11M | 0.09% | New |
| Geode Capital Management history | 83.57K | $872.48K | 0.00% | Add |
| Morgan Stanley history | 62 | $647 | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 1.29M | $13.33M | 0.01% | Add |
| Two Sigma Investments history | 876.89K | $9.05M | 0.01% | Hold |
| Moore Capital Management history | 500.00K | $5.17M | 0.07% | Hold |
| Millennium Management history | 499.70K | $5.17M | 0.00% | Hold |
| Goldman Sachs Group history | 338.14K | $3.49M | 0.00% | Hold |
| Geode Capital Management history | 76.59K | $791.96K | 0.00% | Hold |
| UBS Group AG history | 18.97K | $195.77K | 0.00% | Add |
| Morgan Stanley history | 123 | $1.27K | 0.00% | Add |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 1.24M | $12.65M | 0.01% | Hold |
| Two Sigma Investments history | 879.57K | $8.98M | 0.01% | Hold |
| Moore Capital Management history | 500.00K | $5.11M | 0.07% | Hold |
| Millennium Management history | 499.70K | $5.10M | 0.00% | Hold |
| Goldman Sachs Group history | 338.08K | $3.45M | 0.00% | Hold |
| Geode Capital Management history | 76.59K | $782.77K | 0.00% | Hold |
| UBS Group AG history | 8.81K | $90.00K | 0.00% | Reduce |
| Morgan Stanley history | 44 | $449 | 0.00% | Add |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 1.24M | $12.60M | 0.01% | Add |
| Two Sigma Investments history | 879.57K | $8.95M | 0.02% | Reduce |
| Moore Capital Management history | 500.00K | $5.09M | 0.07% | New |
| Millennium Management history | 499.70K | $5.09M | 0.00% | New |
| Goldman Sachs Group history | 338.08K | $3.44M | 0.00% | Add |
| Geode Capital Management history | 76.59K | $779.71K | 0.00% | Reduce |
| UBS Group AG history | 42.17K | $429.33K | 0.00% | New |
| Morgan Stanley history | 24 | $244 | 0.00% | New |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 950.00K | $9.46M | 0.01% | New |
| Two Sigma Investments history | 906.25K | $9.03M | 0.02% | New |
| Goldman Sachs Group history | 105.00K | $1.05M | 0.00% | New |
| Geode Capital Management history | 77.51K | $772.01K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- UBS Group AG sold 117.72K sh · $1.23M
- JPMorgan Chase & Co sold 106.06K sh · $1.11M
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| D. E. Shaw & Co | 1.42M | 1.42M | 1.29M | 1.24M | 1.24M | 950.00K |
| Two Sigma Investments | 876.89K | 876.89K | 876.89K | 879.57K | 879.57K | 906.25K |
| Moore Capital Management | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | — |
| Millennium Management | 499.70K | 499.70K | 499.70K | 499.70K | 499.70K | — |
| Goldman Sachs Group | 338.14K | 338.14K | 338.14K | 338.08K | 338.08K | 105.00K |
| Geode Capital Management | 83.57K | 83.57K | 76.59K | 76.59K | 76.59K | 77.51K |
| Morgan Stanley | 35 | 62 | 123 | 44 | 24 | — |
| JPMorgan Chase & Co | — | 106.06K | — | — | — | — |
| UBS Group AG | — | 117.72K | 18.97K | 8.81K | 42.17K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details