Schedule 13G: Aristeia Discloses 1,125,000 Units (5.49%) in Thayer Ventures II

Rhea-AI Filing Summary

Aristeia Capital, L.L.C. disclosed beneficial ownership of 1,125,000 Units of Thayer Ventures Acquisition Corp II, representing approximately 5.49% of the Class A ordinary shares. Each Unit consists of one Class A ordinary share and one Right entitling the holder to receive one-tenth of a Class A ordinary share; the 5.49% figure was calculated using 20,487,500 shares outstanding as of June 30, 2025. The filing states Aristeia has sole voting and dispositive power over the 1,125,000 Units and certifies 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.

Positive

• Reporting Person beneficially owns 1,125,000 Units of TVAIU, explicitly disclosed in the filing
• The 1,125,000 Units represent 5.49% of the Class A ordinary shares based on 20,487,500 shares outstanding as of June 30, 2025

Negative

• None.

Insights

Securities Analyst

TL;DR Aristeia discloses a material 5.49% economic interest (1,125,000 Units) with sole voting/dispositive power, filed under Schedule 13G.

The Reporting Person beneficially owns 1,125,000 Units, representing 5.49% of the Class A ordinary shares based on 20,487,500 shares outstanding as of June 30, 2025. The filing explicitly states sole voting and dispositive power over these Units, and includes the unit composition (one share plus a right to one-tenth of a share). Item 10 certifies the securities were acquired and are held in the ordinary course and not to influence control. Crossing the 5% threshold triggers this disclosure requirement; the filing provides clear, quantifiable ownership data but does not state any transaction details or intent beyond the ordinary-course certification.

Corporate Governance Expert

TL;DR Ownership exceeds the 5% disclosure threshold and is reported as held in the ordinary course with sole voting powers, indicating a notable institutional stake without claimed control intent.

The Schedule 13G identifies Aristeia Capital, L.L.C. as a Delaware reporting person with sole voting and dispositive authority over 1,125,000 Units (approx. 5.49% of the class). The Units structure is specified and the percent calculation is shown using the issuer's 20,487,500 shares outstanding as of June 30, 2025. The signature certifies the holdings were not acquired to change or influence control, which is relevant to governance assessment: the filing documents a meaningful minority stake while disclaiming concerted control efforts, but it does not provide information on acquisition timing or future intentions.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Thayer Ventures Acquisition Corp II

(Name of Issuer)

Class A ordinary shares, par value $0.0001 per share

(Title of Class of Securities)

G87890128

(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. G87890128

1

Names of Reporting Persons

Aristeia Capital, L.L.C.

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 1,125,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,125,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,125,000.00

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)

5.49 %

12

Type of Reporting Person (See Instructions)

IN, HC

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, California, 91355
Item 2.
(a)	Name of person filing: Aristeia Capital, L.L.C., a Delaware limited liability company (the "Reporting Person")
(b)	Address or principal business office or, if none, residence: The address of the principal business office of the Reporting Person is One Greenwhich Plaza, Suite 300, Greenwhich, CT 06830
(c)	Citizenship: Delaware
(d)	Title of class of securities: Class A ordinary shares, par value $0.0001 per share
(e)	CUSIP No.: G87890128
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: The Reporting Person may be deemed to be the beneficial owner of 1,125,000 Units, each consisting of one Class A Ordinary Share, par value $0.0001 per share, and one Right entitling the holder to receive one-tenth of a Class A Ordinary Share, which is approximately 5.49% of the outstanding shares. This percentage was determined by dividing 1,125,000 by 20,487,500, which is the number of shares outstanding as of June 30, 2025, as reported in the Issuer's Form 10-Q for the quarterly period ended March 31, 2025, filed with the SEC on June 30, 2025.
(b)	Percent of class: 5.49 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,125,000
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,125,000
	(iv) Shared power to dispose or to direct the disposition of: 0
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.
	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.

Aristeia Capital, L.L.C.

Signature:	/s/ Andrew B. David
Name/Title:	Andrew B. David/Chief Operating Officer, Aristeia Capital, L.L.C.
Date:	08/14/2025

FAQ

How many Units of TVAIU does Aristeia Capital own?

Aristeia Capital beneficially owns 1,125,000 Units of Thayer Ventures Acquisition Corp II.

What percentage of TVAIU does Aristeia Capital's stake represent?

The holding represents approximately 5.49% of the Class A ordinary shares, based on 20,487,500 shares outstanding as of June 30, 2025.

What is included in one Unit reported by Aristeia Capital?

Each Unit consists of one Class A ordinary share and one Right entitling the holder to receive one-tenth of a Class A ordinary share.

Does Aristeia Capital have voting and disposition power over these Units?

Yes. The filing states Aristeia has sole voting power and sole dispositive power over all 1,125,000 Units.

Was the stake acquired to change or influence control of TVAIU?

The filing certifies the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control of the issuer.