ARES ACQUISITION CORP II KDK
SHS CLASS A · Common Stock · CUSIP G33033104
- SectorTechnology
- IndustryServices-Computer Integrated Systems Design
- HeadquartersMountain View, CA
- FilingsSEC EDGAR
* 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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.19.
Biggest buyers
| HighTower Advisors, LLC | New | +3.9m |
| Polar Asset Management Partners Inc. | New | +2.5m |
| First Trust Capital Management L.P. | New | +2.2m |
| Linden Advisors LP | New | +2.2m |
| ARISTEIA CAPITAL, L.L.C. | New | +1.9m |
| Schechter Investment Advisors, LLC | New | +1.6m |
| MARSHALL WACE, LLP | New | +1.2m |
| TWO SIGMA INVESTMENTS, LP | New | +1.1m |
| Dryden Capital, LLC | New | +1.0m |
| GRITSTONE ASSET MANAGEMENT LLC | New | +995.0k |
Biggest sellers
| None |
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.
| Holder | Stake |
|---|---|
| METEORA CAPITAL, LLC 13G · institution new · filed 2025-08-14 | 7.8% |
| Alyeska Investment Group, L.P. 13G · institution new · filed 2025-08-14 | 7.7% |
| BARCLAYS PLC 13G · institution no change · filed 2025-03-21 | 7.1% |
| MIZUHO FINANCIAL GROUP INC 13G · institution new · filed 2025-05-13 | 6.3% |
| Westchester Capital Management, LLC 13G · institution -1.7 pts · filed 2025-08-14 | 6.2% |
Fell to 5% or below in the last year: BERKLEY W R CORP (0.0%, 2026-08-05), Fort Baker Capital Management LP (0.0%, 2025-11-14)
Insider purchases and sales in Q2 2023
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 in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| HighTower Advisors, LLC 0.08% of their portfolio | 3.9m $39.5m | New |
| Polar Asset Management Partners Inc. 0.50% of their portfolio | 2.5m $25.4m | New |
| First Trust Capital Management L.P. 1.34% of their portfolio | 2.2m $22.6m | New |
| Linden Advisors LP 0.23% of their portfolio | 2.2m $22.3m | New |
| ARISTEIA CAPITAL, L.L.C. 0.68% of their portfolio | 1.9m $19.4m | New |
| Schechter Investment Advisors, LLC 1.44% of their portfolio | 1.6m $16.0m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.2m $12.2m | New |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.1m $11.4m | New |
| Dryden Capital, LLC 14.65% of their portfolio | 1.0m $10.4m | New |
| GRITSTONE ASSET MANAGEMENT LLC 12.39% of their portfolio | 995.0k $10.1m | New |
| Karpus Management, Inc. 0.26% of their portfolio | 810.7k $8.2m | New |
| Radcliffe Capital Management, L.P. 0.69% of their portfolio | 800.0k $8.1m | New |
| HGC Investment Management Inc. 2.84% of their portfolio | 775.0k $7.9m | New |
| Hudson Bay Capital Management LP 0.08% of their portfolio | 750.0k $7.6m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.12% of their portfolio | 500.0k $5.1m | New |
| Wealthspring Capital LLC 6.01% of their portfolio | 426.4k $4.3m | New |
| Exos TFP Holdings LLC 2.08% of their portfolio | 414.6k $4.2m | New |
| TORONTO DOMINION BANK 0.00% of their portfolio | 400.0k $4.1m | New |
| FIR TREE CAPITAL MANAGEMENT LP 0.40% of their portfolio | 400.0k $4.1m | New |
| Boussard & Gavaudan Investment Management LLP 0.29% of their portfolio | 300.0k $3.1m | New |
| Castle Creek Arbitrage, LLC 0.31% of their portfolio | 250.0k $2.5m | New |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% of their portfolio | 247.5k $2.5m | Not comparable |
| Flow State Investments, L.P. 0.86% of their portfolio | 200.0k $2.0m | New |
| Quarry LP 1.21% of their portfolio | 183.5k $1.9m | New |
| Verition Fund Management LLC 0.03% of their portfolio | 170.0k $1.7m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 162.0k $1.6m | New |
| Spartan Fund Management Inc. 0.60% of their portfolio | 161.3k $2.5m | New |
| LEVIN CAPITAL STRATEGIES, L.P. 0.15% of their portfolio | 125.0k $1.3m | New |
| DELTEC ASSET MANAGEMENT LLC 0.22% of their portfolio | 100.0k $1.0m | New |
| TENOR CAPITAL MANAGEMENT Co., L.P. 0.02% of their portfolio | 100.0k $1.0m | New |
| COWEN AND COMPANY, LLC 0.07% of their portfolio | 78.0k $792.1k | New |
| RP Investment Advisors LP 30.42% of their portfolio | 75.0k $762.0k | New |
| BCK CAPITAL MANAGEMENT LP 0.43% of their portfolio | 55.7k $565.6k | New |
| Sculptor Capital LP 0.01% of their portfolio | 36.1k $366.1k | New |
| CLEAR STREET LLC 0.01% of their portfolio | 22.5k $228.7k | New |
| Sage Mountain Advisors LLC 0.03% of their portfolio | 21.9k $222.8k | New |
| BERKLEY W R CORP 0.01% of their portfolio | 19.9k $201.6k | New |
| Virtu Financial LLC 0.01% of their portfolio | 14.0k $142.0k | New |
| FIRETHORN WEALTH PARTNERS, LLC 0.10% of their portfolio | 13.2k $133.7k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |