Fund HoldingsK2 PRINCIPAL FUND, L.P.

Total Portfolio Value
$537.72M
Total Bought
$145.60M
Total Sold
$214.61M
Net Transaction
-$69.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LENDINGTREE INC0001,6119,5541.78%+7,943
SNAP INC(SNAP)00007,4591.39%+7,459
VIRGIN GALACTIC HOLDINGS INC00006,9031.28%+6,903
PERFICIENT INC00006,7771.26%+6,777
CENTURION ACQUISITION CORP0639,378+639,37806,3871.19%+6,387
ITEOS THERAPEUTICS INC(Call)0450,000+450,00006,678+6,678
SABRE GLBL INC00006,0741.13%+6,074
FIRST MAJESTIC SILVER CORP(AG)00007,9801.48%+7,980
LUMENTUM HLDGS INC(LITE)00005,6611.05%+5,661
JETBLUE AIRWAYS CORP(JBLU)00004,8720.91%+4,872
PELOTON INTERACTIVE INC(PTON)0009,29514,1402.63%+4,845
LIONHEART HOLDINGS0479,700+479,70004,7920.89%+4,792
GOPRO INC00004,6280.86%+4,628
CORE SCIENTIFIC INC NEW(CORZ)0478,029+478,02904,4460.83%+4,446
UPWORK INC(UPWK)00003,5440.66%+3,544
ITEOS THERAPEUTICS INC0257,080+257,08003,8150.71%+3,815
VISTRA CORP(VST)(Call)50,00081,000+31,0003,4836,964+3,482
MODIVCARE INC0127,486+127,48603,3450.62%+3,345
PAR TECHNOLOGY CORP32,764100,940+68,1761,4864,7530.88%+3,267
ANTERO RESOURCES CORP(AR)(Put)0100,000+100,00003,263+3,263
HASHICORP INC088,050+88,05002,9660.55%+2,966
AMAZON COM INC(AMZN)014,642+14,64202,8300.53%+2,830
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
0281,550+281,55002,8160.52%+2,816
INFINERA CORP00002,7240.51%+2,724
CORE SCIENTIFIC INC NEW(CORZ)0304,493+304,49302,6460.49%+2,646
EMBRACE CHANGE ACQUISITN COR0226,953+226,95302,5530.47%+2,553
ARCOSA INC(Call)030,000+30,00002,502+2,502
NICE LTD(NICE)0004,4586,9001.28%+2,442
V F CORP(VFC)0190,620+190,62002,5730.48%+2,573
MONTEREY CAP ACQUISITION COR0200,199+200,19902,2620.42%+2,262
EVEREST CONSOLIDATOR ACQ COR0199,801+199,80102,2460.42%+2,246
TFI INTL INC(TFII)15,68232,687+17,0052,5014,7450.88%+2,244
BATTERY FUTURE ACQUISITION C0199,903+199,90302,2070.41%+2,207
ERO COPPER CORP(ERO)(Put)0100,000+100,00002,138+2,138
CHENGHE ACQUISITION II CO0208,133+208,13302,0830.39%+2,083
PHILIP MORRIS INTL INC(PM)(Call)020,000+20,00002,027+2,027
HAYNES INTL INC033,884+33,88401,9890.37%+1,989
TORTOISEECOFIN ACQUISITION C0208,211+208,21102,2740.42%+2,274
CATALENT INC033,048+33,04801,8580.35%+1,858
INVESTCORP EUROPE ACQUISITIO0163,006+163,00601,8500.34%+1,850
ALGONQUIN PWR UTILS CORP(Call)0300,000+300,00001,758+1,758
EVERGREEN CORPORATION0145,879+145,87901,6750.31%+1,675
HESS CORP032,149+32,14904,7430.88%+4,743
VANGUARD INDEX FDS(Call)022,500+22,500011,253+11,253
AGNICO EAGLE MINES LTD(AEM)(Put)025,000+25,00001,635+1,635
NXP SEMICONDUCTORS N V
COM
05,962+5,96201,6040.30%+1,604
BUKIT JALIL GBL ACQUISITION0150,000+150,00001,6040.30%+1,604
FOUR LEAF ACQUISITION CORP0145,306+145,30601,5870.30%+1,587
CLEVELAND-CLIFFS INC NEW(CLF)(Put)0100,000+100,00001,539+1,539
IB ACQUISITION CORP0150,000+150,00001,4960.28%+1,496
ZALATORIS ACQUISITION CORP0132,725+132,72501,4600.27%+1,460
COLOMBIER ACQUISITION CORP I0136,518+136,51801,4030.26%+1,403
GRAF GLOBAL CORP0138,300+138,30001,3830.26%+1,383
PATRIA LATIN AMRCN OPPRNTY A0120,100+120,10001,3740.26%+1,374
FREEPORT-MCMORAN INC(FCX)(Put)028,000+28,00001,361+1,361
ROYAL GOLD INC(RGLD)(Put)010,000+10,00001,252+1,252
DISTOKEN ACQUISITION CORP0114,139+114,13901,2270.23%+1,227
SPIRIT AIRLS INC0007,9219,0951.69%+1,174
CSLM ACQUISITION CORP0104,281+104,28101,1720.22%+1,172
QUETTA ACQUISITION CORP0111,530+111,53001,1540.21%+1,154
TLGY ACQUISITION CORPORATION0100,265+100,26501,1460.21%+1,146
PULTE GROUP INC(PHM)(Call)010,000+10,00001,101+1,101
ARES ACQUISITION CORP II0101,494+101,49401,0830.20%+1,083
GOLD ROYALTY CORP0760,984+760,98401,0730.20%+1,073
LITHIUM AMERICAS ARGENTINA C(LAR)0002,7623,8340.71%+1,072
AIMFINITY INVESTMENT CORP I093,490+93,49001,0600.20%+1,060
NEWMONT CORP(NEM)025,000+25,00001,0470.19%+1,047
ALPHABET INC(GOOG)06,756+6,75601,2390.23%+1,239
KRATOS DEFENSE SEC SOLUTIO(KTOS)049,958+49,95801,0000.19%+1,000
TRUMP MEDIA TECHNOLOGY GRO(DJT)0202,200+202,20001,2050.22%+1,205
PROS HOLDINGS INC052,518+52,51801,5050.28%+1,505
COLUMBUS MCKINNON CORP N Y025,651+25,65108860.16%+886
HIBBETT INC09,960+9,96008690.16%+869
MKS INSTRS INC(MKSI)7,10013,840+6,7409441,8070.34%+863
KINROSS GOLD CORP(KGC)(Put)0100,000+100,0000832+832
BITFARMS LTD
COM
0317,325+317,32508160.15%+816
ATLANTICA SUSTAINABLE INFR P034,494+34,49407570.14%+757
RF ACQUISITION CORP II075,000+75,00007550.14%+755
SHOPIFY INC(SHOP)011,000+11,00007270.14%+727
MICRON TECHNOLOGY INC(MU)05,500+5,50007230.13%+723
CLIMATEROCK061,100+61,10006990.13%+699
ROYAL GOLD INC(RGLD)05,450+5,45006820.13%+682
BYNORDIC ACQUISITION CORP057,237+57,23706460.12%+646
FORTUNE RISE ACQUISITION COR99,999154,990+54,9911,1111,7440.32%+633
NET LEASE OFFICE PROPERTIES(Call)025,000+25,0000616+616
SABLE OFFSHORE CORP0166,108+166,10807090.13%+709
NET LEASE OFFICE PROPERTIES109,205130,336+21,1312,5993,2090.60%+610
COMPASS DIGITAL ACQUISITN CO052,567+52,56705720.11%+572
FUTURETECH II ACQUISITION CO050,000+50,00005510.10%+551
SDCL EDGE ACQUISITION CORP050,000+50,00005510.10%+551
FORTUNA MNG CORP(FSM)0112,476+112,47605500.10%+550
ENPHYS ACQUISITION CORP049,651+49,65105450.10%+545
DMY SQUARED TECHNOLOGY GROUP050,000+50,00005360.10%+536
FERROGLOBE PLC(GSM)0100,000+100,00005360.10%+536
FRANCO NEV CORP(FNV)(Put)04,400+4,4000521+521
MANHATTAN ASSOCIATES INC(MANH)(Put)02,000+2,0000493+493
ISHARES GOLD TR(IAU)250,000250,000010,50310,9832.04%+480
IROBOT CORP(Put)050,000+50,0000456+456
INSPIRE MED SYS INC(INSP)(Call)03,400+3,4000455+455
CIENA CORP(CIEN)019,325+19,32509310.17%+931
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