MSU
KFII

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
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 $6.49B AUM 3.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Mizuho Securities USA's KFII Position: Q1 2026 in Review

Mizuho Securities USA increased its K&F Growth Acquisition Corp II (KFII) stake by 37% in Q1 2026, buying an estimated $861K and bringing the position to 307,857 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #286.

Mizuho Securities USA first reported a position in KFII in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.44M in Q1 2025. 51 funds tracked by Wall St. Rank hold KFII as of Q1 2026.

  • Mizuho Securities USA held 307,857 shares of K&F Growth Acquisition Corp II worth $3.2M as of Q1 2026.
  • Mizuho Securities USA bought 82,800 K&F Growth Acquisition Corp II shares in Q1 2026, an estimated $861K.
  • K&F Growth Acquisition Corp II made up 0.08% of Mizuho Securities USA's portfolio in Q1 2026, its #286 holding.
  • Mizuho Securities USA first reported a position in K&F Growth Acquisition Corp II in Q1 2025 and has held it in 5 quarters since.
  • Mizuho Securities USA's K&F Growth Acquisition Corp II position peaked at $8.44M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.