Mizuho Securities USA’s K&F Growth Acquisition Corp II KFII Stock Holding History

Mizuho Securities USA’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	$5.89M	Buy	563,708 +255,851	+83%	+$2.69M	0.1%	193
2026 Q1	$3.2M	Buy	307,857 +82,800	+37%	+$861K	0.08%	286
2025 Q4	$2.3M	Sell	225,057 -159,552	-41%	-$1.64M	0.04%	383
2025 Q3	$3.89M	Hold	384,609	–	–	0.08%	252
2025 Q2	$3.88M	Sell	384,609 -465,991	-55%	-$4.69M	0.08%	246
2025 Q1	$8.44M	Buy	+850,600	New	+$8.45M	0.18%	108

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 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 Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

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

Mizuho Securities USA's KFII Position: Q2 2026 in Review

Mizuho Securities USA increased its K&F Growth Acquisition Corp II (KFII) stake by 83% in Q2 2026, buying an estimated $2.69M and bringing the position to 563,708 shares worth $5.89M. The position accounts for 0.1% of the portfolio, ranked #193.

Mizuho Securities USA first reported a position in KFII in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.44M in Q1 2025. 49 funds tracked by Wall St. Rank hold KFII as of Q2 2026.

Mizuho Securities USA held 563,708 shares of K&F Growth Acquisition Corp II worth $5.89M as of Q2 2026.
Mizuho Securities USA bought 255,851 K&F Growth Acquisition Corp II shares in Q2 2026, an estimated $2.69M.
K&F Growth Acquisition Corp II made up 0.1% of Mizuho Securities USA's portfolio in Q2 2026, its #193 holding.
Mizuho Securities USA first reported a position in K&F Growth Acquisition Corp II in Q1 2025 and has held it in 6 quarters since.
Mizuho Securities USA's K&F Growth Acquisition Corp II position peaked at $8.44M in Q1 2025.
49 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.