LuminArx Capital Management LP
Position in KFII — K&F Growth Acquisition Corp. II
CIK 1992915
NEW YORK, NY
Position in KFII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,965,000
-$60,000 QoQ
Shares Held
750,000
0.0% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#15
of 52 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KFII Over Time
Shares Held
Position Value (USD)
Position in Shell Companies
Financial Services · as of Jun 30, 2026LuminArx Capital Management LP holds $18,269,702 across 2 Shell Companies names. KFII ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCSS |
Bain Capital GSS Investment Corp.
|
1,003,379 | $10,304,702 | |
| 2 | KFII |
K&F Growth Acquisition Corp. II
This page
|
750,000 | $7,965,000 |
All Filings in KFII
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 KFIIU | $7,965,000 | 750,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 KFIIU | $8,025,000 | 750,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 KFIIU | $7,845,000 | 750,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||