LGM
KFII

L1 Global Manager’s K&F Growth Acquisition Corp II KFII Stock Holding History

L1 Global Manager’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 		$2.64M Hold
250,000
– – 1.86% 12
2026
Q1 		$2.61M Hold
250,000
– – 1.75% 14
2025
Q4 		$2.58M Buy
+250,000
New +$2.57M 1.69% 13

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

L1 Global Manager's KFII Position: Q2 2026 in Review

L1 Global Manager held its K&F Growth Acquisition Corp II (KFII) position steady in Q2 2026 at 250,000 shares worth $2.64M. The position accounts for 1.86% of the portfolio, ranked #12.

L1 Global Manager first reported a position in KFII in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold KFII as of Q2 2026.

  • L1 Global Manager held 250,000 shares of K&F Growth Acquisition Corp II worth $2.64M as of Q2 2026.
  • L1 Global Manager left its K&F Growth Acquisition Corp II share count unchanged in Q2 2026.
  • K&F Growth Acquisition Corp II made up 1.86% of L1 Global Manager's portfolio in Q2 2026, its #12 holding.
  • L1 Global Manager first reported a position in K&F Growth Acquisition Corp II in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q2 2026.

Based on L1 Global Manager's 13F filing for Q2 2026, filed 13 Aug 2026.