Stock Taper 
K2 PRINCIPAL FUND, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Royal Gold, Inc. | RGLD | 10.63K | $2.12M |
 VEON Ltd. | VEON | 10.65K | $556.3K |
 AppLovin Corporation | APP | 11.08K | $5.71M |
 Microsoft Corporation | MSFT | 11.64K | $4.34M |
 Vistra Corp. | VST | 12.09K | $1.92M |
 STMicroelectronics N.V. | STM | 13K | $973.57K |
 Entegris, Inc. | ENTG | 13.74K | $2.47M |
 Enbridge Inc. | ENB | 14K | $758.94K |
 Solstice Advanced Materials Inc. | SOLS | 14.94K | $1.32M |
 Norfolk Southern Corporation | NSC | 14.99K | $4.72M |
 Cleveland-Cliffs Inc. | CLF | 16.2K | $152.12K |
 MGM Resorts International | MGM | 22.1K | $1.06M |
 First Solar, Inc. | FSLR | 23.5K | $5.55M |
 Abivax S.A. | ABVX | 24.4K | $3.25M |
 Qorvo, Inc. | QRVO | 24.84K | $2.32M |
 Alphabet Inc. | GOOG | 26.77K | $9.46M |
 Reddit, Inc. | RDDT | 26.91K | $4.67M |
 Brookfield Infrastructure Partners L.P. | BIP | 27.4K | $999.83K |
 Rogers Communications Inc. | RCI | 29K | $942.5K |
 Peloton Interactive, Inc. | PTON | 29.24K | $172.79K |