JO
KFII

John Overdeck’s K&F Growth Acquisition Corp II KFII Stock Holding History

John Overdeck’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 		$9.25M Hold
876,886
– – 0.01% 1577
2026
Q1 		$9.15M Hold
876,886
– – 0.01% 1458
2025
Q4 		$9.05M Sell
876,886
-2,680
-0.3% -$27.6K 0.01% 1192
2025
Q3 		$8.98M Hold
879,566
– – 0.01% 1022
2025
Q2 		$8.95M Sell
879,566
-26,683
-3% -$268K 0.02% 878
2025
Q1 		$9.03M Buy
+906,249
New +$9.01M 0.02% 805

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $2.1B AUM 13.6% 1-Year Est. Return

John Overdeck's KFII Position: Q2 2026 in Review

John Overdeck held its K&F Growth Acquisition Corp II (KFII) position steady in Q2 2026 at 876,886 shares worth $9.25M. The position accounts for 0.01% of the portfolio, ranked #1577.

John Overdeck 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.

  • John Overdeck held 876,886 shares of K&F Growth Acquisition Corp II worth $9.25M as of Q2 2026.
  • John Overdeck 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 John Overdeck's portfolio in Q2 2026, its #1577 holding.
  • John Overdeck 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.