LuminArx Capital Management’s K&F Growth Acquisition Corp II Unit KFIIU Stock Holding History

LuminArx Capital Management’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 Q2	$7.96M	Hold	750,000	–	–	3.55%	7
2026 Q1	$8.03M	Hold	750,000	–	–	5.89%	5
2025 Q4	$7.84M	Buy	+750,000	New	+$8.1M	7.29%	2

Other funds holding KFIIU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

LuminArx Capital Management's KFIIU Position: Q2 2026 in Review

LuminArx Capital Management held its K&F Growth Acquisition Corp II Unit (KFIIU) position steady in Q2 2026 at 750,000 shares worth $7.96M. The position accounts for 3.55% of the portfolio, ranked #7.

LuminArx Capital Management first reported a position in KFIIU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.03M in Q1 2026. 5 funds tracked by Wall St. Rank hold KFIIU as of Q2 2026.

LuminArx Capital Management held 750,000 shares of K&F Growth Acquisition Corp II Unit worth $7.96M as of Q2 2026.
LuminArx Capital Management left its K&F Growth Acquisition Corp II Unit share count unchanged in Q2 2026.
K&F Growth Acquisition Corp II Unit made up 3.55% of LuminArx Capital Management's portfolio in Q2 2026, its #7 holding.
LuminArx Capital Management first reported a position in K&F Growth Acquisition Corp II Unit in Q4 2025 and has held it in 3 quarters since.
LuminArx Capital Management's K&F Growth Acquisition Corp II Unit position peaked at $8.03M in Q1 2026.
5 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II Unit as of Q2 2026.

Based on LuminArx Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.