| Item 1. | |
| (a) | Name of issuer:
HCM II Acquisition Corp. |
| (b) | Address of issuer's principal executive offices:
100 First Stamford Place, Suite 330, Stamford, Connecticut, 06902 |
| Item 2. | |
| (a) | Name of person filing:
(i) LMR Partners LLP, LMR Partners Limited, LMR Partners LLC, LMR Partners AG, LMR Partners (DIFC) Limited and LMR Partners (Ireland) Limited (collectively, the "LMR Investment Managers"), which serve as the investment managers to certain funds with respect to the Class A Ordinary Shares, par value $0.0001 per share ("Class A Ordinary Shares"), held by certain funds; and
(ii) Ben Levine and Stefan Renold, who are ultimately in control of the investment and voting decisions of the LMR Investment Managers with respect to the securities held by certain funds.
The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons." |
| (b) | Address or principal business office or, if none, residence:
The address of the principal business office of each of the Reporting Persons is c/o LMR Partners LLP, 9th Floor, Devonshire House, 1 Mayfair Place, London, W1J 8AJ, United Kingdom. |
| (c) | Citizenship:
LMR Partners LLP is a United Kingdom limited liability partnership. LMR Partners Limited is a Hong Kong corporation. LMR Partners LLC is a Delaware limited liability company. LMR Partners AG is a Swiss corporation. LMR Partners (DIFC) Limited is a United Arab Emirates corporation. LMR Partners (Ireland) Limited is a limited company incorporated in Ireland. Ben Levine is a citizen of the United Kingdom. Stefan Renold is a citizen of Switzerland. |
| (d) | Title of class of securities:
Class A Ordinary Shares, par value $0.0001 per share |
| (e) | CUSIP No.:
G43658106 |
| 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).
|
| | investment adviser |
| Item 4. | Ownership |
| (a) | Amount beneficially owned:
The information required by Items 4(a) - (c) is set forth in Rows 5 - 11 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
As of June 30, 2025:
The Class A Ordinary Shares beneficially owned by the Reporting Persons are directly held by LMR Multi-Strategy Master Fund Limited ("LMR Master Fund") and LMR CCSA Master Fund Ltd ("LMR CCSA Master Fund"). LMR Master Fund directly holds 590,644 Class A Ordinary Shares and LMR CCSA Master Fund directly holds 350,643 Class A Ordinary Shares, with a total of 941,287 Class A Ordinary Shares in the aggregate (the "LMR Shares") |
| (b) | Percent of class:
As of June 30, 2025:
The Class A Ordinary Shares held by LMR Master Fund represent approximately 2.6% and the Class A Ordinary Shares held by LMR CCSA Master Fund represent approximately 1.5% and the LMR Shares in the aggregate represent approximately 4.1% of the outstanding Class A Ordinary Shares, based on 23,000,000 Class A Ordinary Shares of the Issuer outstanding as of May 20, 2025, as reported in the Issuer's Form 10-Q/A filed with the Securities and Exchange Commission on July 17, 2025. |
| (c) | Number of shares as to which the person has:
|
| | (i) Sole power to vote or to direct the vote:
As of June 30, 2025, each of the Reporting Persons had sole power to vote or direct the vote of 0 shares of Class A Ordinary Shares.
|
| | (ii) Shared power to vote or to direct the vote:
As of June 30, 2025, each of the Reporting Persons had shared power to vote or direct the vote of 941,287 Class A Ordinary Shares.
|
| | (iii) Sole power to dispose or to direct the disposition of:
As of June 30, 2025, each of the Reporting Persons had sole power to dispose or to direct the disposition of 0 Class A Ordinary Shares.
|
| | (iv) Shared power to dispose or to direct the disposition of:
As of June 30, 2025, each of the Reporting Persons had shared power to dispose or to direct the disposition of 941,287 Class A Ordinary Shares.
|
| Item 5. | Ownership of 5 Percent or Less of a Class. |
| |
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
|