Schedule 13G/A: AQR Discloses 6.35% Stake in Artius II (AACBU)

Rhea-AI Filing Summary

AQR Capital Management entities report beneficial ownership of 1,502,205 Class A ordinary shares of Artius II Acquisition Inc., equal to 6.35% of the class. The filing identifies three reporting entities—AQR Capital Management, LLC; AQR Capital Management Holdings, LLC; and AQR Arbitrage, LLC—and states that each has shared voting power and shared dispositive power over the 1,502,205 shares, with no sole voting or dispositive power reported. The filing includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The exhibit clarifies parent/subsidiary relationships among the AQR entities.

Positive

• Disclosure of material ownership: The filing reports 1,502,205 shares (6.35%), providing transparency on a >5% position.
• Certification of passive intent: Item 10 states the securities are held in the ordinary course and not to influence control.

Negative

• None.

Insights

Financial Analyst

TL;DR: AQR reports a material passive stake—1.5M shares (6.35%)—with shared voting/dispositive power, disclosed as held in the ordinary course.

The disclosed position of 1,502,205 shares representing 6.35% of the class crosses the 5% reporting threshold and is therefore material from a disclosure perspective. The filing shows no sole voting or dispositive authority and includes a certification the stake is held in the ordinary course of business and not to influence control, consistent with passive Schedule 13G reporting. For investors, this is a significant disclosure of ownership concentration but does not, by itself, indicate activist intent or control efforts.

Corporate Governance Expert

TL;DR: Ownership structure shows shared authority among AQR entities and a formal statement that the holdings are not intended to affect control.

The filing documents shared voting and dispositive power across three affiliated AQR entities and explicitly identifies the parent/subsidiary relationships. The Item 10 certification that the securities are not held to change or influence control is material for governance interpretation: it frames the stake as passive under the filers' representation. This clarifies that routine disclosure requirements are being met without signaling an imminent governance campaign.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Artius II Acquisition Inc.

(Name of Issuer)

Class A ordinary shares, par value $0.0001 per share

(Title of Class of Securities)

G0509J115

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. G0509J115

1

Names of Reporting Persons

AQR Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,502,205.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,502,205.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,502,205.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.35 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. G0509J115

1

Names of Reporting Persons

AQR Capital Management Holdings, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,502,205.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,502,205.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,502,205.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.35 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. G0509J115

1

Names of Reporting Persons

AQR Arbitrage, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,502,205.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,502,205.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,502,205.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.35 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Artius II Acquisition Inc.
(b)	Address of issuer's principal executive offices: 3 COLUMBUS CIRCLE, SUITE 2215, New York, NEW YORK 10019
Item 2.
(a)	Name of person filing: AQR Capital Management, LLC AQR Capital Management Holdings, LLC AQR Arbitrage, LLC
(b)	Address or principal business office or, if none, residence: ONE GREENWICH PLAZA SUITE 130 Greenwich, Connecticut 06830
(c)	Citizenship: AQR Capital Management, LLC - UNITED STATES AQR Capital Management Holdings, LLC - UNITED STATES AQR Arbitrage, LLC - UNITED STATES
(d)	Title of class of securities: Class A ordinary shares, par value $0.0001 per share
(e)	CUSIP No.: G0509J115
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,502,205
(b)	Percent of class: 6.35 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0 AQR Arbitrage, LLC - 0
	(ii) Shared power to vote or to direct the vote: AQR Capital Management, LLC - 1,502,205 AQR Capital Management Holdings, LLC - 1,502,205 AQR Arbitrage, LLC - 1,502,205
	(iii) Sole power to dispose or to direct the disposition of: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0 AQR Arbitrage, LLC - 0
	(iv) Shared power to dispose or to direct the disposition of: AQR Capital Management, LLC - 1,502,205 AQR Capital Management Holdings, LLC - 1,502,205 AQR Arbitrage, LLC - 1,502,205
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Item 2(a) above.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AQR Capital Management, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/14/2025

AQR Capital Management Holdings, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/14/2025

AQR Arbitrage, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/14/2025

Exhibit Information

AQR Capital Management Holdings, LLC, AQR Capital Management, LLC, and AQR Arbitrage, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.

FAQ

How many Artius II (AACBU) Class A shares does AQR report owning?

The filing reports beneficial ownership of 1,502,205 Class A ordinary shares.

What percentage of AACBU does AQR's holding represent?

The reported position represents 6.35% of the class.

Which AQR entities filed the Schedule 13G/A for AACBU?

The filing lists AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC as reporting persons.

Does the filing indicate how voting and disposition power are held?

Yes. The filing reports shared voting power and shared dispositive power of 1,502,205 shares and 0 sole voting or dispositive power.

Does AQR state an intention to influence control of Artius II (AACBU)?

The certification in the filing states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control of the issuer.

How are the AQR entities related according to the filing?

The exhibit states AQR Capital Management, LLC is wholly owned by AQR Capital Management Holdings, LLC and that AQR Arbitrage, LLC is deemed controlled by AQR Capital Management, LLC.