K2 PRINCIPAL FUND, L.P.

CIK 0001461790 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

K2 PRINCIPAL FUND, L.P. reported 490 positions worth $1.36B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: GLD (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.36B
2026 Q2
Positions
490
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
16.1%
Est. Net Flow (Q)
2026 Q2
10 / 490 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLDSPDR GOLD TRCALL$54.7M4.01%148,600
2AAUC 8.75 09-07-28ALLIED GOLDSH$26.2M1.92%15,973
3GLDSPDR GOLD TRPUT$22.8M1.67%62,000
4GDXJVANECK ETF TRUSTPUT$19.2M1.40%195,000
5PAR 4 03-15-31PAR TECHNOLOGY CORPSH$17.1M1.25%13,900
6053807AY9AVNETSH$16.8M1.23%12,000
7ASTS 2.375 10-15-32AST SPACEMOBILE INCSH$16.7M1.23%10,500
8NET 0 06-15-30CLOUDFLARE INCSH$16.5M1.21%13,000
9MSTR 0.625 09-15-28STRATEGY INCSH$15.4M1.13%15,000
10ON 0.5 03-01-29ON SEMICONDUCTOR CORPSH$14.5M1.06%12,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does K2 PRINCIPAL FUND, L.P. hold as of Q2 2026?

K2 PRINCIPAL FUND, L.P. reported 490 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: GLD (4.0%), AAUC 8.75 09-07-28 (1.9%), GLD (1.7%), GDXJ (1.4%) and PAR 4 03-15-31 (1.2%).

What did K2 PRINCIPAL FUND, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did K2 PRINCIPAL FUND, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.