SCHEDULE 13G/A 0001688382 XXXXXXXX LIVE 1 Common stock, par value $0.0001 per share 09/30/2025 0001853138 Ares Acquisition Corp II G33033104 245 Park Avenue 44th Floor New York NY 10167 Rule 13d-1(b) Fort Baker Capital Management LP b DE 0 0 0 0 0 N 0 IA Steven Patrick Pigott b X1 0 0 0 0 0 N 0 IN Fort Baker Capital, LLC b DE 0 0 0 0 0 N 0 HC Ares Acquisition Corp II 245 Park Avenue, 44th Floor, New York, New York, 10167 Fort Baker Capital Management LP Steven Patrick Pigott Fort Baker Capital, LLC The principal business address of each reporting person is 700 Larkspur Landing Circle, Suite 275, Larkspur, CA 94939. Fort Baker Capital Management LP: Delaware Limited Partnership Steven Patrick Pigott: Citizen of the United States Fort Baker Capital, LLC: Delaware Limited Liability Company N IA Reference is hereby made to Items 5-9 of this Schedule, which Items are incorporated by reference herein. Fort Baker Capital Management LP directly holds 0 Class A Ordinary Shares. Steven Patrick Pigott acts as Limited Partner/Chief Investment Officer for Fort Baker Capital Management LP. Fort Baker Capital, LLC acts as General Partner for Fort Baker Capital Management LP. The Reporting Persons are filing this Schedule 13G jointly, but not as members of a group, and each disclaims membership in a group. Each also disclaims beneficial ownership of the securities reported herein except to the extent of that person's pecuniary interest therein. On September 24, 2025, Ares Acquisition Corp II consummated a business combination. In connection with the business combination, Ares Acquisition Corp II changed its name to Kodiak AI, Inc., and each Class A Ordinary Share of Ares Acquisition Corp II was converted into a share of Kodiak AI, Inc. Common Stock on a 1-for-1 basis. Following the business combination, the Reporting Persons ceased to be the beneficial owners of any Class A Ordinary Shares of Ares Acquisition Corp II. Fort Baker Capital Management LP: 0% Steven Patrick Pigott: 0% Fort Baker Capital, LLC: 0% Fort Baker Capital Management LP: 0 Steven Patrick Pigott: 0 Fort Baker Capital, LLC: 0 Fort Baker Capital Management LP: 0 Steven Patrick Pigott: 0 Fort Baker Capital, LLC: 0 Fort Baker Capital Management LP: 0 Steven Patrick Pigott: 0 Fort Baker Capital, LLC: 0 Fort Baker Capital Management LP: 0 Steven Patrick Pigott: 0 Fort Baker Capital, LLC: 0 N Y Y Y Y Y N 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. Fort Baker Capital Management LP /s/ Steven Patrick Pigott 11/14/2025 Steven Patrick Pigott /s/ Steven Patrick Pigott 11/14/2025 Fort Baker Capital, LLC /s/ Steven Patrick Pigott 11/14/2025