DS
KFII

David Shaw’s K&F Growth Acquisition Corp II KFII Stock Holding History

David Shaw’s Portfolio KFII Stock Details KFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15M Hold
1,422,909
– – 0.01% 1499
2026
Q1 		$14.9M Buy
1,422,909
+134,005
+10% +$1.39M 0.01% 1343
2025
Q4 		$13.3M Buy
1,288,904
+51,404
+4% +$529K 0.01% 1506
2025
Q3 		$12.6M Hold
1,237,500
– – 0.01% 1501
2025
Q2 		$12.6M Buy
1,237,500
+287,500
+30% +$2.89M 0.01% 1329
2025
Q1 		$9.46M Buy
+950,000
New +$9.44M 0.01% 1446

Other funds holding KFII

TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

David Shaw's KFII Position: Q2 2026 in Review

David Shaw held its K&F Growth Acquisition Corp II (KFII) position steady in Q2 2026 at 1,422,909 shares worth $15M. The position accounts for 0.01% of the portfolio, ranked #1499.

David Shaw first reported a position in KFII in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold KFII as of Q2 2026.

  • David Shaw held 1,422,909 shares of K&F Growth Acquisition Corp II worth $15M as of Q2 2026.
  • David Shaw left its K&F Growth Acquisition Corp II share count unchanged in Q2 2026.
  • K&F Growth Acquisition Corp II made up 0.01% of David Shaw's portfolio in Q2 2026, its #1499 holding.
  • David Shaw first reported a position in K&F Growth Acquisition Corp II in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.