K2 PRINCIPAL FUND, L.P.

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

Portfolio Composition

Sector Allocation

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Option Positions

PUT 3.1%CALL 4.0%
SymbolCompanyTypeNotional Value% Port.
GLDSPDR GOLD TRCALL$54.7M4.01%
GLDSPDR GOLD TRPUT$22.8M1.67%
GDXJVANECK ETF TRUSTPUT$19.2M1.40%

13F reports options at notional share-equivalent value; premium cost and strikes are not disclosed.

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

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.