POLEW · Andretti Acquisition Corp. II · Holdings
Substantial doubt about the company's ability to continue as a going concern.
“The Company's liquidity condition and mandatory liquidation within one year of the issuance of these unaudited condensed financial statements raise substantial doubt about the Company's ability to continue as a going concern. Management plans to address this uncertainty through a Business Combination. However, there can be no assurance that the Company will be able to consummate any Business Combination by the end of the Combination Period.”View the 10-Q filed Aug 6, 2026
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Who Holds POLEW
Last 7 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 28 filers, like-for-like change -1.9%; actively managed books -1.9%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 59.1% | 17 | -2.1% |
| Exempt adviser | 10.4% | 2 | 0.0% |
| Adviser | 0.4% | 1 | +99.2% |
| Bank | 2.4% | 2 | -25.1% |
| Non-US | 18.4% | 3 | 0.0% |
| Insurer | 0.0% | 0 | — |
| Broker-dealer | 0.0% | 0 | — |
| Unknown | 9.2% | 3 | -0.2% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Systematic-like | 9.8% | 2 | 0.0% |
| Concentrated | 18.0% | 3 | 0.0% |
| Diversified active | 72.2% | 23 | -2.6% |
| Index-like | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 4.2% | 1 | 0.0% |
| Medium turnover | 48.0% | 11 | -4.0% |
| High turnover | 46.5% | 14 | -0.2% |
| Unknown | 1.4% | 2 | +17.2% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 37.9% | 12 | +0.7% |
| Medium horizon | 23.9% | 4 | 0.0% |
| Long horizon | 12.7% | 5 | -5.9% |
| Unknown | 25.5% | 7 | -5.1% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 21.3% | 8 | -4.6% |
| $1B to $10B | 41.0% | 10 | +0.1% |
| $10B to $100B | 34.3% | 8 | -2.6% |
| $100B or more | 3.5% | 2 | -0.3% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Pooled investment vehicles | 49.2% | 13 | -0.1% |
| Registered funds and BDCs | 6.8% | 2 | -15.5% |
| Charitable organizations | 1.2% | 1 | 0.0% |
| Other investment advisers | 1.9% | 1 | 0.0% |
| Individuals and high net worth | 0.0% | 0 | — |
| Unknown | 40.9% | 11 | -1.5% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 54.9% | 16 | -0.1% |
| Private equity funds | 1.9% | 1 | 0.0% |
| Other private funds | 4.2% | 1 | 0.0% |
| Private funds, type not stated | 8.6% | 1 | 0.0% |
| No private funds | 0.0% | 0 | -100.0% |
| Unknown | 30.5% | 9 | -2.0% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 60.4% | 20 | -1.8% |
| Outside the US | 39.6% | 8 | -2.0% |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
28 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shared Holders
Companies POLEW's active holders also own, quarter ended Jun 30, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | CHAR Charlton Aria Acquisition Corp | 9 |
| 2 | IPCX Inflection Point Acquisition Corp. III | 11 |
| 3 | APXT Apex Treasury Corp | 10 |
| 4 | IPEX Inflection Point Acquisition Corp. V | 8 |
| 5 | SOUL Soulpower Acquisition Corp. | 14 |
| 6 | COPL Copley Acquisition Corp | 11 |
| 7 | SDHI Siddhi Acquisition Corp (Cayman Islands) | 6 |
| 8 | PLMK Plum Acquisition Corp. IV | 6 |
| 9 | NMP NMP Acquisition Corp. | 5 |
| 10 | XRPNU Armada Acquisition Corp. II | 8 |
Shareholder Targets
13F filers that own its peers but not POLEW, quarter ended Jun 30, 2026Found through its holder-overlap peers: CHAR, IPCX, APXT, IPEX, SOUL, COPL, SDHI, PLMK, NMP, XRPNU, KOYN, LPAA, CCAQ, ALDF, ANSC, JACS, DRDB, AIIA, XFLH, LPBB. 78 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | METEORA CAPITAL, LLC Adviser, Diversified active | $62,345,658 12 held | XRPNU, PLMK, SDHI |
| 2 | Arrington Capital Management, LLC Registered adviser, Concentrated | $60,394,320 1 held | XRPNU |
| 3 | RLH Capital LLC Unknown, Diversified active | $45,930,556 10 held | IPCX, XRPNU, SOUL |
| 4 | MILLENNIUM MANAGEMENT LLC Registered adviser, Systematic-like | $35,624,758 10 held | SDHI, SOUL, APXT |
| 5 | SONA ASSET MANAGEMENT (US) LLC Registered adviser, Diversified active | $29,515,562 14 held | AIIA, PLMK, KOYN |
| 6 | Mint Tower Capital Management B.V. Unknown, Diversified active | $29,412,600 8 held | LPBB, JACS, IPCX |
| 7 | Quarry LP Unknown, Diversified active | $28,109,543 8 held | IPCX, XRPNU, SOUL |
| 8 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Unknown, Diversified active | $27,429,784 8 held | SDHI, APXT, ALDF |
| 9 | HGC Investment Management Inc. Non-US, Diversified active | $27,276,061 4 held | SDHI, SOUL, APXT |
| 10 | MANGROVE PARTNERS IM, LLC Registered adviser, Diversified active | $25,131,596 7 held | COPL, CCAQ, AIIA |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Lineage Point Capital LP | +20,232 | 40,632 | |
| Mid AQR Arbitrage LLC | +4,650 | 781,329 | |
| Mid Shaolin Capital Management LLC | +2,758 | 295,658 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large TORONTO DOMINION BANK | −78,875 | 228,500 | |
| Large Schonfeld Strategic Advisors LLC | −10,175 | 44,825 | |
| Mid CSS LLC/IL | −1,644 | 529,585 | |
| Mega UBS Group AG | −1,000 | 9,776 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Bulldog Investors, LLP | 123,742 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Wealthspring Capital LLC Registered adviser POLEW | — | — | 191,840 | Shares | 2026-07-15 | |
| Large LMR Partners LLP Exempt adviser POLEW | — | — | 850,000 | Shares | 2026-08-14 | |
| Mid Polar Asset Management Partners Inc. Registered adviser POLEW | — | — | 875,000 | Shares | 2026-08-14 | |
| Mega UBS Group AG Bank POLEW | — | — | 9,776 | Shares | 2026-08-13 | |
| Large PICTON MAHONEY ASSET MANAGEMENT Non-US POLEW | — | — | 500,000 | Shares | 2026-08-13 | |
| Mid Periscope Capital Inc. Exempt adviser POLEW | — | — | 181,735 | Shares | 2026-08-11 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US POLEW | — | — | 336,649 | Shares | 2026-08-13 | |
| Large Schonfeld Strategic Advisors LLC Registered adviser POLEW | — | — | 44,825 | Shares | 2026-08-14 | |
| Mid READYSTATE ASSET MANAGEMENT LP Registered adviser POLEW | — | — | 23,600 | Shares | 2026-08-14 | |
| Large Alberta Investment Management Corp Non-US POLEW | — | — | 990,000 | Shares | 2026-08-06 | |
| Mid Shaolin Capital Management LLC Registered adviser POLEW | — | — | 295,658 | Shares | 2026-08-14 | |
| Mid CSS LLC/IL POLEW | — | — | 529,585 | Shares | 2026-08-14 | |
| Small Harraden Circle Investments, LLC Registered adviser POLEW | — | — | 702,885 | Shares | 2026-08-14 | |
| Mid WHITEBOX ADVISORS LLC Registered adviser POLEW | — | — | 100,000 | Shares | 2026-08-14 | |
| Mid AQR Arbitrage LLC Registered adviser POLEW | — | — | 781,329 | Shares | 2026-08-14 | |
| Large Clear Street Group Inc. POLEW | — | — | 96,987 | Shares | 2026-08-12 | |
| Mid Linden Advisors LP Registered adviser POLEW | — | — | 400,000 | Shares | 2026-08-14 | |
| Large Verition Fund Management LLC Registered adviser POLEW | — | — | 276,910 | Shares | 2026-08-14 | |
| Mid MMCAP International Inc. SPC POLEW | — | — | 290,000 | Shares | 2026-08-14 | |
| Mid Magnetar Financial LLC Registered adviser POLEW | — | — | 700,000 | Shares | 2026-08-14 | |
| Small DLD Asset Management, LP Registered adviser POLEW | — | — | 49,015 | Shares | 2026-08-13 | |
| Mid MOORE CAPITAL MANAGEMENT, LP Registered adviser POLEW | — | — | 100,000 | Shares | 2026-08-14 | |
| Large TORONTO DOMINION BANK Bank POLEW | — | — | 228,500 | Shares | 2026-08-14 | |
| Micro GRITSTONE ASSET MANAGEMENT LLC Registered adviser POLEW | — | — | 119,398 | Shares | 2026-08-06 | |
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC Registered adviser POLEW | — | — | 262,666 | Shares | 2026-08-14 | |
| Mid ARISTEIA CAPITAL, L.L.C. Registered adviser POLEW | — | — | 533,140 | Shares | 2026-08-14 | |
| Large Calamos Advisors LLC Registered adviser POLEW | — | — | 412,500 | Shares | 2026-07-31 | |
| Small Lineage Point Capital LP Adviser POLEW | — | — | 40,632 | Shares | 2026-08-14 |