Fund Holdings — K2 PRINCIPAL FUND, L.P.

Total Portfolio Value
$419.59M
Total Bought
$122.41M
Total Sold
$98.05M
Net Transaction
+$24.36M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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MICROSTRATEGY INC(MSTR)0001,75213,9923.33%+12,240
ISHARES GOLD TR(IAU)43,200250,000+206,8001,68610,5032.50%+8,816
ISHARES BITCOIN TR(IBIT)0200,000+200,00008,0941.93%+8,094
AKAMAI TECHNOLOGIES INC(AKAM)00007,4001.76%+7,400
ARS PHARMACEUTICALS INC(SPRY)3,054,3332,219,131-835,20216,73822,6805.41%+5,942
TECHTARGET INC(TTGT)00004,7561.13%+4,756
CORE SCIENTIFIC INC NEW00004,4701.07%+4,470
NICE LTD(NICE)00004,4581.06%+4,458
PROSHARES TR
BITCOIN ETF
0130,128+130,12804,2031.00%+4,203
SPIRIT AIRLS INC0004,4987,9211.89%+3,423
INTEL CORP(INTC)30,000110,000+80,0001,5084,8591.16%+3,351
PIONEER NAT RES CO13,32324,138+10,8152,9966,3361.51%+3,340
WISDOMTREE INC00003,1520.75%+3,152
ENERPLUS CORP0155,105+155,10503,0490.73%+3,049
SOUTHWESTERN ENERGY CO0378,401+378,40102,8680.68%+2,868
VISTRA CORP(VST)040,355+40,35502,8110.67%+2,811
NUTANIX INC(NTNX)00014,56817,2034.10%+2,635
MCGRATH RENTCORP(MGRC)021,311+21,31102,6290.63%+2,629
NET LEASE OFFICE PROPERTIES(NLOP)0109,205+109,20502,5990.62%+2,599
CHURCHILL CAPITAL CORP VII0236,940+236,94002,5350.60%+2,535
TFI INTL INC(TFII)015,682+15,68202,5010.60%+2,501
LUMENTUM HLDGS INC(LITE)00002,3300.56%+2,330
STEEL DYNAMICS INC(STLD)015,600+15,60002,3120.55%+2,312
EAGLE BULK SHIPPING INC036,206+36,20602,2620.54%+2,262
ZEO ENERGY CORP(ZEO)0395,293+395,29302,2530.54%+2,253
FINNOVATE ACQUISITION CORP0200,000+200,00002,2480.54%+2,248
GENERATION ASIA I ACQUISITIO0200,000+200,00002,2040.53%+2,204
CAPITALWORKS EMNG MKTS ACQST0195,320+195,32002,1390.51%+2,139
EVERBRIDGE INC0005,3647,4841.78%+2,119
SPDR SER TR
ST STR SP METAL
034,250+34,25002,0650.49%+2,065
TARGET GLOBAL ACQUISI I CORP0177,098+177,09801,9760.47%+1,976
BROADCOM INC(AVGO)01,450+1,45001,9220.46%+1,922
MARTIN MARIETTA MATLS INC(MLM)03,000+3,00001,8420.44%+1,842
VALUENCE MERGER CORP I(VMCAF)0147,549+147,54901,6700.40%+1,670
LENDINGTREE INC(TREE)00001,6110.38%+1,611
IB ACQUISITION CORP0150,000+150,00001,5020.36%+1,502
PAR TECHNOLOGY CORP(PAR)032,764+32,76401,4860.35%+1,486
AQUARON ACQUISITION CORP0132,209+132,20901,4310.34%+1,431
BROOKFIELD BUSINESS PARTNERS98,800156,353+57,5532,0333,4550.82%+1,421
WISDOMTREE INC(WT)0006,0987,4931.79%+1,395
INFINT ACQUISITION CORP(CURR)0120,936+120,93601,3850.33%+1,385
PULTE GROUP INC(PHM)011,000+11,00001,3270.32%+1,327
CALLON PETE CO DEL035,428+35,42801,2670.30%+1,267
HUDSON ACQUISITION I CORP0117,027+117,02701,2400.30%+1,240
INCEPTION GROWTH ACQUSTN LTD0106,686+106,68601,1590.28%+1,159
TMT ACQUISITION CORP0108,285+108,28501,1580.28%+1,158
TRIPLE FLAG PRECIOUS METAL(TFPM)136,137181,737+45,6002,4013,5570.85%+1,155
LITHIUM AMERICAS ARGENTINA C(LAR)0001,6112,7620.66%+1,151
MARVELL TECHNOLOGY INC(MRVL)016,000+16,00001,1340.27%+1,134
FEUTUNE LIGHT ACQUISITION CO(AIEV)0100,624+100,62401,0950.26%+1,095
NEW PROVIDENCE ACQSITN CORP099,915+99,91501,0770.26%+1,077
EQUITRANS MIDSTREAM CORP085,566+85,56601,0690.25%+1,069
DP CAP ACQUISITION CORP I096,746+96,74601,0600.25%+1,060
GOLDEN STAR ACQUISITION CORP099,545+99,54501,0590.25%+1,059
10X CAPITAL VENTURE ACQ III095,380+95,38001,0280.25%+1,028
CETUS CAP ACQUISITION CORP095,850+95,85001,0160.24%+1,016
LEGATO MERGER CORP III0100,000+100,00001,0140.24%+1,014
JUNIPER NETWORKS INC026,400+26,40009780.23%+978
GRYPHON DIGITAL MNG INC0651,367+651,36709710.23%+971
MOUNTAIN CO I ACQUISITN CO98,848180,680+81,8321,1172,0760.49%+959
MONTANA TECHNOLOGIES CORP(AIRJ)083,963+83,96309480.23%+948
MKS INSTRS INC(MKSI)07,100+7,10009440.23%+944
FINTECH ECOSYSTEM DEVE083,137+83,13709150.22%+915
BLUE WORLD ACQUISITION CORP075,000+75,00008390.20%+839
HORIZON SPACE ACQUSTN I CORP075,000+75,00008160.19%+816
FRANCO NEV CORP(FNV)7,60013,900+6,3008421,6560.39%+814
FORTUNE RISE ACQUISITION COR27,26199,999+72,7382991,1110.26%+812
AROGO CAPITAL ACQUISITION CO073,291+73,29107880.19%+788
AURA FAT PROJS ACQUISITION C068,719+68,71907610.18%+761
PELOTON INTERACTIVE INC(PTON)0008,5399,2952.22%+756
ZOOM VIDEO COMMUNICATIONS IN(ZM)011,369+11,36907430.18%+743
BOX INC(BOX)0009,52810,2532.44%+725
BLUERIVER ACQUISITION CORP065,911+65,91107150.17%+715
TRIPADVISOR INC(TRIP)00010,08210,7922.57%+710
IRIS ENERGY LTD
ORDINARY SHARES
0125,000+125,00006750.16%+675
ENVESTNET INC00011,68112,3512.94%+670
QUADRO ACQUISITION ONE CORP057,525+57,52506310.15%+631
MACYS INC(M)031,027+31,02706200.15%+620
PROS HOLDINGS INC016,779+16,77906100.15%+610
WARRIOR MET COAL INC(HCC)09,300+9,30005650.13%+565
CADENCE DESIGN SYSTEM INC(CDNS)01,790+1,79005570.13%+557
INTEGRAL ACQUISITION CORP 1050,000+50,00005400.13%+540
DASEKE INC059,128+59,12804910.12%+491
CIENA CORP(CIEN)09,800+9,80004850.12%+485
HESS CORP18,14920,149+2,0002,6163,0760.73%+459
DUET ACQUISITION CORP041,511+41,51104560.11%+456
CARTICA ACQUISITION CORP040,719+40,71904520.11%+452
EMCOR GROUP INC(EME)01,282+1,28204490.11%+449
KINROSS GOLD CORP(KGC)62,700134,559+71,8593798250.20%+446
BRAZE INC(BRZE)010,000+10,00004430.11%+443
ARYA SCIENCES ACQU CORP IV039,248+39,24804410.11%+441
ALBERTSONS COS INC190,000222,700+32,7004,3704,7751.14%+405
ACRI CAPITAL ACQUISITION COR035,403+35,40303960.09%+396
PLUTONIAN ACQUISITION CORP87,615123,655+36,0409321,3270.32%+395
EXCELFIN ACQUISITION CORP51,48883,988+32,5005519180.22%+367
SMARTSHEET INC09,500+9,50003660.09%+366
NVIDIA CORPORATION(NVDA)0400+40003610.09%+361
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,650+2,65003610.09%+361
BELLEVUE LIFE SCNCS AQSTN CO033,589+33,58903580.09%+358
CANNAE HLDGS INC(CNNE)015,069+15,06903350.08%+335
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K2 PRINCIPAL FUND, L.P. — 13F Holdings — Q1 2024 | TickerTrail