Meteora Capital reports 5.42% stake in TVAI

Thayer Ventures Acquisition Corp II reported amended beneficial ownership by Meteora Capital, LLC and Vik Mittal.

Rhea-AI Filing Summary

Thayer Ventures Acquisition Corp II reported amended beneficial ownership by Meteora Capital, LLC and Vik Mittal. The filing shows 1,110,786 Class A common shares beneficially owned, representing 5.42% of the class as reported on the form. The amendment clarifies voting and dispositive powers as shared with zero sole voting or dispositive power noted.

Insights

Institutional Ownership Analyst

Large holder reports a 5.42% stake with shared voting and dispositive power.

The Schedule 13G/A amendment lists 1,110,786 shares and states shared voting power and shared dispositive power equal to that share count. This identifies the Reporting Persons as passive or reporting investors under the filing.

Timing and cash‑flow implications are not included in the excerpt; subsequent filings or company disclosures would be required to reveal any transaction history or changes in position.

Corporate Governance Specialist

Filing clarifies attribution and power structure for a material holder.

The amendment names Meteora Capital and Vik Mittal as Reporting Persons and repeats the principal office address. It specifies zero sole power and 1,110,786 shared voting and dispositive powers, a useful detail for governance and proxy tallies.

Watch for any future Schedule 13D or Form 4 that would signal active intent; none is included here.

Key Figures

Beneficial ownership: 1,110,786 shares Percent of class: 5.42% CUSIP: G87890102 +3 more

6 metrics

Beneficial ownership 1,110,786 shares Class A common shares

Percent of class 5.42% Class A common shares

CUSIP G87890102 Class A common shares identification

Shared voting power 1,110,786 Number of shares with shared voting power

Shared dispositive power 1,110,786 Number of shares with shared dispositive power

Signature date 05/15/2026 Signature date on amendment

Key Terms

Schedule 13G/A, Beneficially owned, Shared voting power, Dispositive power

4 terms

Schedule 13G/A regulatory

"Amendment No. 1 and Schedule 13G/A amendment language"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 1110786"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Shared voting power governance

"Shared power to vote or to direct the vote: 1110786"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

Dispositive power governance

"Shared power to dispose or to direct the disposition of: 1110786"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Meteora Capital report in TVAI?

Meteora Capital and Vik Mittal report beneficial ownership of 1,110,786 shares, representing 5.42% of Class A common shares per the amendment. The filing attributes shared voting and dispositive power to that share count.

Does the Schedule 13G/A show sole voting power for the holder?

No. The amendment reports 0 shares with sole voting power and 1,110,786 shares with shared voting power, indicating the position is reported with shared control rather than sole authority.

Who are the Reporting Persons named in the filing for TVAI?

The filing names Meteora Capital, LLC as investment manager for certain funds and Vik Mittal as the Managing Member; both are disclosed as Reporting Persons on the Schedule 13G/A.

What date and signature appear on the amendment?

The amendment is signed by Vik Mittal with the signature date shown as 05/15/2026. The CUSIP for the Class A shares is listed as G87890102.

Does this filing indicate active intent to influence TVAI management?

The Schedule 13G/A format and the disclosure of shared powers typically indicate a passive reporting posture. The amendment itself does not state any intent to influence management or activism.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 01:50 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Thayer Ventures Acquisition Corp II

(Name of Issuer)

Class A common shares

(Title of Class of Securities)

G87890102

(CUSIP Number)

03/31/2026

(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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): G87890102

1

Names of Reporting Persons

Meteora Capital, 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

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,110,786.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,110,786.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,110,786.00

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)

5.42 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Thayer Ventures Acquisition Corp II
(b)	Address of issuer's principal executive offices: 25852 Mcbean Parkway, Suite 508, Valencia, CA, 91355
Item 2.
(a)	Name of person filing: (i) Meteora Capital, LLC, a Delaware limited liability company ("Meteora Capital") with respect to the Common Stock (as defined in Item 2(d)) held by certain funds and managed accounts to which Meteora Capital serves as investment manager (collectively, the "Meteora Funds"); and (ii) Vik Mittal, who serves as the Managing Member of Meteora Capital, with respect to the Common Stock held by the Meteora Funds. The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons." The filing of this statement should not be construed as an admission that any of the Reporting Persons is, for the purposes of Section 13 of the Act, the beneficial owner of the Common Stock reported herein.
(b)	Address or principal business office or, if none, residence: The address of the principal business office for each of the Reporting Persons is: 1200 N Federal Hwy, #200, Boca Raton FL 33432
(c)	Citizenship: Meteora Capital is a Delaware limited liability company. Vik Mittal is a United States citizen.
(d)	Title of class of securities: Class A common shares
(e)	CUSIP No.: G87890102
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: 1110786
(b)	Percent of class: 5.42 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 1110786
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1110786
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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.
	Not Applicable
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.

Meteora Capital, LLC

Signature:	Vik Mittal
Name/Title:	Mr
Date:	05/15/2026