Clear Street’s K&F Growth Acquisition Corp II Unit KFIIU Stock Holding History

Clear Street’s Portfolio KFIIU Stock Details KFIIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$521K	Hold	48,652	–	–	﹤0.01%	463
2025 Q4	$509K	Sell	48,652 -2,592	-5%	-$28K	﹤0.01%	371
2025 Q3	$530K	Buy	51,244 +1,202	+2%	+$12.4K	﹤0.01%	281
2025 Q2	$517K	Buy	50,042 +43,000	+611%	+$437K	﹤0.01%	155
2025 Q1	$71.1K	Buy	+7,042	New	+$70.6K	﹤0.01%	156

Other funds holding KFIIU

LCM

LuminArx Capital Management New York $136M AUM

Quarry LP New York $558M AUM 23.81% 1-Year Est. Return

RLH Capital Great Neck, New York $197M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Street's KFIIU Position: Q1 2026 in Review

Clear Street held its K&F Growth Acquisition Corp II Unit (KFIIU) position steady in Q1 2026 at 48,652 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Clear Street first reported a position in KFIIU in Q1 2025 and has held it in 5 quarters since. The position peaked at $530K in Q3 2025. 5 funds tracked by Wall St. Rank hold KFIIU as of Q1 2026.

Clear Street held 48,652 shares of K&F Growth Acquisition Corp II Unit worth $521K as of Q1 2026.
Clear Street left its K&F Growth Acquisition Corp II Unit share count unchanged in Q1 2026.
K&F Growth Acquisition Corp II Unit made up ﹤0.01% of Clear Street's portfolio in Q1 2026, its #463 holding.
Clear Street first reported a position in K&F Growth Acquisition Corp II Unit in Q1 2025 and has held it in 5 quarters since.
Clear Street's K&F Growth Acquisition Corp II Unit position peaked at $530K in Q3 2025.
5 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II Unit as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.