Vault-13

ANDRETTI ACQUISITION CORP II POLE

ORD SHS CL A · Common Stock · CUSIP G26745102

51 institutional holders +1 vs Q1 2026
23,499,26623.5m shares reported held*
$252.5mreported value*
2 new 9 added 13 reduced 1 sold out net bought ≈ $7.0m (+651.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 24: 1Q4 24: 36Q1 25: 42Q2 25: 48Q3 25: 46Q4 25: 50Q1 26: 50Q2 26: 5151Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20241
Q4 202436
Q1 202542
Q2 202548
Q3 202546
Q4 202550
Q1 202650
Q2 202651

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 24: 33 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 22 bought or addedQ1 25: 11 cut or sold outQ2 25: 17 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 15 cut or sold outQ4 25: 17 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 19 cut or sold outQ2 26: 11 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2024330
Q1 20252211
Q2 20251710
Q3 2025515
Q4 20251719
Q1 20261119
Q2 20261114

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1k$2k$3kQ3 25 calls: $2.2kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$2.2k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

MIZUHO SECURITIES USA LLC Added +661,251+661.3k
HIGHBRIDGE CAPITAL MANAGEMENT LLC Added +402,617+402.6k
BERKLEY W R CORP Added +220,738+220.7k
Polar Asset Management Partners Inc. Added +50,000+50.0k
PICTON MAHONEY ASSET MANAGEMENT Added +15,000+15.0k
Schonfeld Strategic Advisors LLC Added +14,313+14.3k
Clear Street Group Inc. Added +7,702+7.7k
GLAZER CAPITAL, LLC Added +4,775+4.8k
CITADEL ADVISORS LLC Added +1,116+1.1k
ROYAL BANK OF CANADA New +368+368

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -223,694-223.7k
TORONTO DOMINION BANK Reduced -150,000-150.0k
Jain Global LLC Reduced -143,083-143.1k
Crossingbridge Advisors, LLC Reduced -140,371-140.4k
AQR Arbitrage LLC Reduced -34,346-34.3k
Karpus Management, Inc. Reduced -15,000-15.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -11,585-11.6k
Shaolin Capital Management LLC Reduced -6,044-6.0k
HEIGHTS CAPITAL MANAGEMENT, INC Reduced -1,200-1.2k
FNY Investment Advisers, LLC Reduced -314-314

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Linden Capital L.P. 13G · passive investor new · filed 2026-09-14 7.3% new 1.0m≈ $10.8m 2026-09-14
BARCLAYS PLC 13G · institution +2.0 pts · filed 2026-05-14 7.0% +2.0 pts 1.7m≈ $17.9m 2026-05-14
AQR CAPITAL MANAGEMENT LLC 13G · institution filed 2025-02-13 6.4% 1.5m≈ $16.4m 2025-02-13
LMR Partners LLP 13G · institution filed 2026-02-17 5.7% 1.4m≈ $14.5m 2026-02-17

Fell to 5% or below in the last year: WOLVERINE ASSET MANAGEMENT LLC (0.1%, 2026-10-05), GOLDMAN SACHS GROUP INC (4.8%, 2026-05-07), BANK OF MONTREAL /CAN/ (0.0%, 2026-02-12)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Alberta Investment Management Corp 0.12% of their portfolio EDMONTON, A0 1,980,0002.0m $21.3m $21.3m 0.12% Unchanged
2 Magnetar Financial LLC 0.14% of their portfolio EVANSTON, IL 1,400,0001.4m $15.1m $15.1m 0.14% Unchanged
3 AQR Arbitrage LLC 0.21% of their portfolio Greenwich, CT 1,350,6371.4m $14.5m $14.5m 0.21% Reduced -34.3k -34,346
4 LMR Partners LLP 0.11% of their portfolio LONDON, X0 1,350,0001.4m $14.5m $14.5m 0.11% Unchanged
5 WOLVERINE ASSET MANAGEMENT LLC 0.19% of their portfolio CHICAGO, IL 1,344,1911.3m $14.5m $14.5m 0.19% Reduced -120 -120
6 MIZUHO SECURITIES USA LLC 0.14% of their portfolio NEW YORK, NY 1,332,1261.3m $14.2m $14.2m 0.14% Added +661.3k +661,251
7 Polar Asset Management Partners Inc. 0.26% of their portfolio TORONTO, A6 1,300,0001.3m $14.0m $14.0m 0.26% Added +50.0k +50,000
8 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 1,138,5001.1m $12.2m $12.2m 0.01% Unchanged
9 Westchester Capital Management, LLC 0.60% of their portfolio VALHALLA, NY 1,111,4161.1m $11.9m $11.9m 0.60% Unchanged
10 Linden Advisors LP 0.06% of their portfolio New York, NY 1,000,0001.0m $10.8m $10.8m 0.06% Unchanged
11 PICTON MAHONEY ASSET MANAGEMENT 0.09% of their portfolio Toronto, A6 915,000915.0k $9.8m $9.8m 0.09% Added +15.0k +15,000
12 Crossingbridge Advisors, LLC 1.71% of their portfolio PLEASANTVILLE, NY 897,151897.2k $9.6m $9.6m 1.71% Reduced -140.4k -140,371
13 Calamos Advisors LLC 0.03% of their portfolio NAPERVILLE, IL 825,000825.0k $8.9m $8.9m 0.03% Unchanged
14 TENOR CAPITAL MANAGEMENT Co., L.P. 0.11% of their portfolio NEW YORK, NY 750,000750.0k $8.1m $8.1m 0.11% Unchanged
15 BERKLEY W R CORP 0.36% of their portfolio Greenwich, CT 683,233683.2k $7.3m $7.3m 0.36% Added +220.7k +220,738
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 673,298673.3k $7.2m $7.2m 0.00% Unchanged
17 First Trust Capital Management L.P. 0.37% of their portfolio CHICAGO, IL 590,809590.8k $6.4m $6.4m 0.37% Unchanged
18 MMCAP International Inc. SPC 0.53% of their portfolio GRAND CAYMAN, E9 580,000580.0k $6.2m $6.2m 0.53% Unchanged
19 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.21% of their portfolio NEW YORK, NY 578,858578.9k $6.2m $6.2m 0.21% Added +402.6k +402,617
20 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.25% of their portfolio WEST PALM BEACH, FL 490,332490.3k $5.3m $5.3m 0.25% Unchanged
21 Radcliffe Capital Management, L.P. 0.39% of their portfolio BALA CYNWYD, PA 478,678478.7k $5.1m $5.1m 0.39% Unchanged
22 Wealthspring Capital LLC 0.87% of their portfolio WEST HARRISON, NY 362,490362.5k $3.9m $3.9m 0.87% Reduced -290 -290
23 GLAZER CAPITAL, LLC 0.07% of their portfolio New York, NY 270,278270.3k $2.9m $2.9m 0.07% Added +4.8k +4,775
24 RiverPark Advisors, LLC 1.31% of their portfolio NEW YORK, NY 266,868266.9k $2.9m $2.9m 1.31% Unchanged
25 ARISTEIA CAPITAL, L.L.C. 0.04% of their portfolio GREENWICH, CT 248,959249.0k $2.7m $2.7m 0.04% Unchanged
26 Karpus Management, Inc. 0.07% of their portfolio Pittsford, NY 223,650223.7k $2.4m $2.4m 0.07% Reduced -15.0k -15,000
27 WHITEBOX ADVISORS LLC 0.03% of their portfolio MINNEAPOLIS, MN 200,000200.0k $2.1m $2.1m 0.03% Unchanged
28 MOORE CAPITAL MANAGEMENT, LP 0.05% of their portfolio NEW YORK, NY 200,000200.0k $2.1m $2.1m 0.05% Unchanged
29 Periscope Capital Inc. 0.34% of their portfolio Toronto, A6 200,000200.0k $2.1m $2.1m 0.34% Unchanged
30 O'Connor Alternative Investments LLC 0.12% of their portfolio NEW YORK, NY 150,000150.0k $1.6m $1.6m 0.12% Unchanged
31 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 124,990125.0k $1.3m $1.3m 0.01% Unchanged
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 109,581109.6k $1.2m $1.2m 0.00% Reduced -223.7k -223,694
33 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 100,000100.0k $1.1m $1.1m 0.00% Reduced -150.0k -150,000
34 L1 Global Manager Pty Ltd 0.87% of their portfolio Melbourne, C3 100,000100.0k $1.1m $1.1m 0.87% Unchanged
35 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 73,53973.5k $790.5k $790.5k 0.01% Reduced -143.1k -143,083
36 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 67,69167.7k $727.7k $727.7k 0.00% Added +14.3k +14,313
37 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 58,15858.2k $625.2k $625.2k 0.00% Added +7.7k +7,702
38 Kepos Capital LP 0.73% of their portfolio NEW YORK, NY 50,00050.0k $538.0k $538.0k 0.73% Unchanged
39 Shaolin Capital Management LLC 0.03% of their portfolio Miami, FL 42,97543.0k $462.0k $462.0k 0.03% Reduced -6.0k -6,044
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,89434.9k $375.8k $375.8k 0.00% Reduced -22 -22
41 Lineage Point Capital LP 0.06% of their portfolio PALM BEACH, FL 28,45328.5k $305.9k $305.9k 0.06% Unchanged
42 HEIGHTS CAPITAL MANAGEMENT, INC 0.06% of their portfolio SAN FRANCISCO, CA 25,40025.4k $273.1k $273.1k 0.06% Reduced -1.2k -1,200
43 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 19,67619.7k $211.5k $211.5k 0.00% Unchanged
44 ROBINSON CAPITAL MANAGEMENT, LLC 0.06% of their portfolio GROSSE POINTE FARMS, MI 12,25012.2k $131.7k $131.7k 0.06% Unchanged
45 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 12,02012.0k $129.2k $129.2k 0.00% Unchanged
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,23811.2k $120.8k $120.8k 0.00% Added +1.1k +1,116
47 FNY Investment Advisers, LLC 0.01% of their portfolio NEW YORK, NY 3,2763.3k $35.0k $35.0k 0.01% Reduced -314 -314
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 368368 $4.0k $4.0k 0.00% New
49 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 100100 $1.1k $1.1k 0.00% Unchanged
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4949 $527 $527 0.00% Reduced -21 -21
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 22 $22 $22 0.00% New