Stock Taper 
K2 PRINCIPAL FUND, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NXP Semiconductors N.V. | NXPI | 1K | $281.03K |
 Linde plc | LIN | 1K | $518.94K |
 ASML Holding N.V. | ASML | 1.46K | $2.91M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.5K | $716.36K |
 Vishay Precision Group, Inc. | VPG | 2.5K | $374.77K |
 Meta Platforms, Inc. | META | 2.5K | $1.41M |
 Carvana Co. | CVNA | 3.44K | $226.09K |
 MKS Inc. | MKSI | 3.5K | $1.56M |
 Broadcom Inc. | AVGO | 3.5K | $1.32M |
 Keysight Technologies, Inc. | KEYS | 4K | $1.4M |
 Regal Rexnord Corporation | RRX | 4K | $952.76K |
 QUALCOMM Incorporated | QCOM | 4.5K | $831.55K |
 Lam Research Corporation | LRCX | 4.63K | $2.01M |
 Ouster, Inc. | OUST | 5K | $312.6K |
 Synaptics Incorporated | SYNA | 5.6K | $695.69K |
 Flex Ltd. | FLEX | 6.9K | $1.12M |
 Clearfield, Inc. | CLFD | 7.32K | $291.26K |
 Franco-Nevada Corporation | FNV | 8.63K | $1.8M |
 Ambarella, Inc. | AMBA | 9K | $772.2K |
 Amazon.com, Inc. | AMZN | 9.26K | $2.21M |