# EDGAR Filing Document

**Accession Number:** 0001727934
**File Stem:** 0000950170-25-113643
**Filing Date:** 2025-9
**Character Count:** 22557
**Document Hash:** 7d4f7c233e8c281156bf0e5fa910c8e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950170-25-113643.hdr.sgml**: 20250908

**ACCESSION NUMBER**: 0000950170-25-113643

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D

**PUBLIC DOCUMENT COUNT**: 5

**FILED AS OF DATE**: 20250908

**DATE AS OF CHANGE**: 20250908

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Armada Acquisition Corp. II
- **CENTRAL INDEX KEY:** 0002044009
- **STANDARD INDUSTRIAL CLASSIFICATION:** BLANK CHECKS [6770]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 981815892
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95054
- **FILM NUMBER:** 251301105

**BUSINESS ADDRESS:**
- **STREET 1:** C/O OGIER GLOBAL (CAYMAN) LIMITED
- **STREET 2:** 89 NEXUS WAY
- **CITY:** CARMANA BAY, GRAND CAYMAN
- **STATE:** E9
- **ZIP:** KY 1-9009
- **BUSINESS PHONE:** 215-543-6886

**MAIL ADDRESS:**
- **STREET 1:** C/O OGIER GLOBAL (CAYMAN) LIMITED
- **STREET 2:** 89 NEXUS WAY
- **CITY:** CARMANA BAY, GRAND CAYMAN
- **STATE:** E9
- **ZIP:** KY 1-9009
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arrington XRP Capital Fund, LP
- **CENTRAL INDEX KEY:** 0001727934

**ORGANIZATION NAME:**
- **EIN:** 823732655
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D

**BUSINESS ADDRESS:**
- **STREET 1:** 382 NE 191ST ST
- **STREET 2:** SUITE 52895
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33179-3899
- **BUSINESS PHONE:** 206-883-2638

**MAIL ADDRESS:**
- **STREET 1:** 382 NE 191ST ST
- **STREET 2:** SUITE 52895
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33179-3899

### Attached PDF Documents

**Attachment 1:** `ck0000000000-ex10_1.pdf`

_No text found in this document._

**Attachment 2:** `ck0000000000-ex10_2.pdf`

_No text found in this document._

**Attachment 3:** `ck0000000000-ex10_3.pdf`

_No text found in this document._

**Attachment 4:** `ck0000000000-ex99_1.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**Armada Acquisition Corp. II**

*(Name of Issuer)*

**Class A Ordinary Shares, par value $0.0001 per share**

*(Title of Class of Securities)*

**G0R38G104**

*(CUSIP Number)*

**Taryn Naidu**<br>382 NE 191st St<br>Suite 52895<br>Miami FL 33179<br>(786) 548-1886

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**08/28/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **G0R38G104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Arrington XRP Capital Fund, LP** | Name of reporting person<br>**Arrington XRP Capital Fund, LP** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**26.2%** | Percent of class represented by amount in Row (11)<br>**26.2%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**PN** | Type of Reporting Person (See Instructions)<br>**PN** | |

---

**Comment for Reporting Person:** Row 7 and 9. Consists of (i) 7,880,000 of the Issuer's (as defined below) Class B ordinary shares, $0.0001 par value (the "Class B Shares"), which are automatically convertible into the Issuer's Class A ordinary shares, $0.0001 par value (the "Class A Shares"), at the time of the Issuer's initial business combination or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as more fully described under the heading "The Offering--Conversion of founder shares and private placement shares and anti-dilution rights" in the Issuer's registration statement on Form S-1 (File No. 333-286110), as amended (the "Issuer's Registration Statement") and (ii) 400,000 Class A Shares, acquired pursuant to a Sponsor Securities Purchase Agreement (as defined below). Does not include 200,000 warrants exercisable for Class A Shares because such warrants are not presently exercisable. Jack Michael Arrington is the managing member of Arrington Capital Management, LLC (the "GP"), which is the general partner of the Arrington XRP Capital Fund, LP (the "New Sponsor" and collectively with the GP and Mr. Arrington, the "Reporting Persons"), the holder of record of the Class A Shares and the Class B Shares. As such, each of the GP and Mr. Arrington is deemed to hold voting and dispositive control over the securities held directly by the New Sponsor.

Row 13. 26.2% is calculated by using a denominator that is equal to (i) 23,710,000 Class A Shares that are issued and outstanding and (ii) 7,880,000 Class A Shares issuable upon conversion of 7,880,000 issued and outstanding Class B Shares, as stated in the Issuer's Quarterly Report on Form 10-Q filed with the Securities Exchange Commission on August 11, 2025.

| **CUSIP No.** | **G0R38G104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Arrington Capital Management, LLC** | Name of reporting person<br>**Arrington Capital Management, LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**26.2%** | Percent of class represented by amount in Row (11)<br>**26.2%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** Row 7 and 9. Consists of (i) 7,880,000 of the Issuer's (as defined below) Class B ordinary shares, $0.0001 par value (the "Class B Shares"), which are automatically convertible into the Issuer's Class A ordinary shares, $0.0001 par value (the "Class A Shares"), at the time of the Issuer's initial business combination or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as more fully described under the heading "The Offering--Conversion of founder shares and private placement shares and anti-dilution rights" in the Issuer's registration statement on Form S-1 (File No. 333-286110), as amended (the "Issuer's Registration Statement") and (ii) 400,000 Class A Shares, acquired pursuant to a Sponsor Securities Purchase Agreement (as defined below). Does not include 200,000 warrants exercisable for Class A Shares because such warrants are not presently exercisable. Jack Michael Arrington is the managing member of Arrington Capital Management, LLC (the "GP"), which is the general partner of the Arrington XRP Capital Fund, LP (the "New Sponsor" and collectively with the GP and Mr. Arrington, the "Reporting Persons"), the holder of record of the Class A Shares and the Class B Shares. As such, each of the GP and Mr. Arrington is deemed to hold voting and dispositive control over the securities held directly by the New Sponsor.

Row 13. 26.2% is calculated by using a denominator that is equal to (i) 23,710,000 Class A Shares that are issued and outstanding and (ii) 7,880,000 Class A Shares issuable upon conversion of 7,880,000 issued and outstanding Class B Shares, as stated in the Issuer's Quarterly Report on Form 10-Q filed with the Securities Exchange Commission on August 11, 2025.

| **CUSIP No.** | **G0R38G104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Jack Michael Arrington** | Name of reporting person<br>**Jack Michael Arrington** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**8280000.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | Aggregate amount beneficially owned by each reporting person<br>**8280000.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**26.2%** | Percent of class represented by amount in Row (11)<br>**26.2%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

**Comment for Reporting Person:** Row 7 and 9. Consists of (i) 7,880,000 of the Issuer's (as defined below) Class B ordinary shares, $0.0001 par value (the "Class B Shares"), which are automatically convertible into the Issuer's Class A ordinary shares, $0.0001 par value (the "Class A Shares"), at the time of the Issuer's initial business combination or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as more fully described under the heading "The Offering--Conversion of founder shares and private placement shares and anti-dilution rights" in the Issuer's registration statement on Form S-1 (File No. 333-286110), as amended (the "Issuer's Registration Statement") and (ii) 400,000 Class A Shares, acquired pursuant to a Sponsor Securities Purchase Agreement (as defined below). Does not include 200,000 warrants exercisable for Class A Shares because such warrants are not presently exercisable. Jack Michael Arrington is the managing member of Arrington Capital Management, LLC (the "GP"), which is the general partner of the Arrington XRP Capital Fund, LP (the "New Sponsor" and collectively with the GP and Mr. Arrington, the "Reporting Persons"), the holder of record of the Class A Shares and the Class B Shares. As such, each of the GP and Mr. Arrington is deemed to hold voting and dispositive control over the securities held directly by the New Sponsor.

Row 13. 26.2% is calculated by using a denominator that is equal to (i) 23,710,000 Class A Shares that are issued and outstanding and (ii) 7,880,000 Class A Shares issuable upon conversion of 7,880,000 issued and outstanding Class B Shares, as stated in the Issuer's Quarterly Report on Form 10-Q filed with the Securities Exchange Commission on August 11, 2025.

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Class A Ordinary Shares, par value $0.0001 per share

**(b) Name of Issuer:**
Armada Acquisition Corp. II

**(c) Address of Issuer's Principal Executive Offices:**
382 NE 191st St, Suite 52895, Miami, FL, 33179

**Item 4. Purpose of Transaction**

Sponsor Handover

As announced in the Issuer's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on August 12, 2025, Armada Sponsor II LLC (the "Original Sponsor") and Arrington XRP Capital Fund, LP (the "New Sponsor") entered into a Sponsor Securities Purchase Agreement (the "Sponsor Securities Purchase Agreement") pursuant to which, among other things, the New Sponsor agreed to purchase from the Original Sponsor, an aggregate of 7,880,000 Class B Shares, 400,000 Class A Shares and 200,000 private placement warrants of the Company for an aggregate purchase price of $6,600,000. On August 28, 2025, the parties closed (the "Closing") the transactions contemplated by the Sponsor Securities Purchase Agreement. The Closing and the Management Change (as defined below) are referred to as the "Sponsor Handover."

As announced in the Issuer's Form 8-K filed with the SEC on August 28, 2025, the Reporting Person entered into a joinder agreement (the "Joinder Agreement") to become a party to that certain insider letter agreement (the "Letter Agreement") and that certain registration rights agreement ("Registration Rights Agreement"), both dated May 20, 2025, among the Issuer, the Original Sponsor and certain shareholders of the Issuer.

As part of the Sponsor Handover, the Issuer introduced a change in both management (the "Management Change") and the board of directors of the Issuer (the "Board) as follows: (i) effective as of the Closing, Taryn Naidu replaced Stephen P. Herbert as Chief Executive Officer and Kyle Horton replaced Douglas M. Lurio as Chief Financial Officer; (ii) effective as of the Closing, Stephen P. Herbert, Douglas M. Lurio, Mohammad A. Khan, Thomas Decker and Celso L. White tendered their resignations as directors. The Issuer designated each of Jack Michael Arrington, Taryn Naidu, Richard Danis, Lindy Key and Ronald Palmeri to fill the vacancies left by departing directors, which changes took effective as of Closing. The Issuer designated Mr. Arrington as chairman of the Board.

Plans or Proposals

None of the Reporting Persons has any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein.

Each Reporting Person acquired the shares reported herein for investment purposes. The Reporting Persons intends to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, the price levels of the Issuer's ordinary shares, conditions in the securities markets and general economic and industry conditions, the Reporting Persons and their representatives may in the future take such actions with respect to their investment in the Issuer as they deem appropriate. Among other things, the Reporting Persons may introduce the Issuer to potential candidates for a business combination, or propose one or more business combinations with potential candidates, which may include candidates that are affiliates of the Reporting Persons or in which the Reporting Persons otherwise has an equity or other interest.

In addition, as a member of the Board, Mr. Arrington will be involved in negotiations in connection with any prospective business combination of the Issuer, the decisions of the Board related to any such business combination, and any matters to be presented to the Issuer's shareholders in connection therewith. Mr. Arrington is expected to be involved in reviewing possible transactions involving the Issuer and identifying candidates to serve on the Board. As such, each Reporting Person may be involved in transactions of the sort described in clauses (a) through (j) of Item 4 of Schedule 13D.

Subject to applicable rules and regulations, each Reporting Person may purchase ordinary shares of the Issuer and/or warrants in privately negotiated transactions or in the open market either prior to, in connection with or following the completion of the Issuer's initial business combination. The purpose of any such purchases of shares could be to vote such shares in favor of the business combination and thereby increase the likelihood of obtaining shareholder approval of the business combination or to satisfy a closing condition in an agreement with a target that requires the Issuer to have a minimum net worth or a certain amount of cash at the closing of the Issuer's initial business combination, where it appears that such requirement would otherwise not be met. The purpose of any such purchases of warrants could be to reduce the number of warrants outstanding or to vote such warrants on any matters submitted to the warrantholders for approval in connection with the Issuer's initial business combination. Any such purchases of the Issuer's securities may result in the completion of the initial business combination that may not otherwise have been possible.

**Item 5. Interest in Securities of the Issuer**

**(a)**
The information set forth on the cover pages of this Schedule 13D with respect to the beneficial ownership of the Reporting Person is incorporated by reference into this Item 5. As of the date of this Schedule 13D, each Reporting Person beneficially owns an aggregate of 8,280,000 Class A Shares, or 26.2% of the Issuer's outstanding Class A Shares, consisting of (i) 7,880,000 of the Issuer's Class B Shares, which are automatically convertible into the Issuer's Class A Shares at the time of the Issuer's initial business combination or earlier at the option of the holder and (ii) 400,000 of the Issuer's Class A Shares.

**(b)**
8,280,000 Class A Shares.

**(c)**
Except for the transactions described in Item 4 of this Schedule 13D, the Reporting Person has not engaged in any transaction during the past 60 days involving the ordinary shares of the Issuer.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

The information set forth in Item 4 above is hereby incorporated by reference into this Item 6. The Reporting Person entered into certain agreements described in Item 4 above, including the Joinder Agreement to become party to the Letter Agreement and Registration Rights Agreement.

Letter Agreement

Pursuant to the Joinder Agreement, dated as of August 28, 2025, by and between the Issuer and the Reporting Person, the Reporting Person has agreed to vote in favor of the Company's initial business combination; to facilitate the liquidation and winding up of the Company if an initial business combination is not consummated within 18 months from the closing of the Issuer's initial public offering or such later period approved by the issuer's shareholders; to certain transfer restrictions with respect to the Company's securities; and certain indemnification obligations.

Registration Rights Agreement

Pursuant to the Joinder Agreement, dated as August 28, 2025, by and between the Issuer and the Reporting Person, the Reporting Person has customary demand and piggy-back registration rights, and the securities held by the Reporting Person will be subject to certain transfer restrictions.

### 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.

**Reporting Person:** Arrington XRP Capital Fund, LP

**Signature:** /s/ Jack Michael Arrington

**Name/Title:** Jack Michael Arrington, Managing Member, Arrington Capital Management, LLC, its general partner

**Date:** 09/08/2025

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.

**Reporting Person:** Arrington Capital Management, LLC

**Signature:** /s/ Jack Michael Arrington

**Name/Title:** Jack Michael Arrington, Managing Member

**Date:** 09/08/2025

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.

**Reporting Person:** Jack Michael Arrington

**Signature:** /s/ Jack Michael Arrington

**Name/Title:** Jack Michael Arrington

**Date:** 09/08/2025