Stock Taper

K2 PRINCIPAL FUND, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Norfolk Southern CorporationNSC14.99K$4.72M
Solstice Advanced Materials Inc.SOLS14.94K$1.32M
Enbridge Inc.ENB14K$758.94K
Entegris, Inc.ENTG13.74K$2.47M
STMicroelectronics N.V.STM13K$973.57K
Vistra Corp.VST12.09K$1.92M
Microsoft CorporationMSFT11.64K$4.34M
AppLovin CorporationAPP11.08K$5.71M
VEON Ltd.VEON10.65K$556.3K
Royal Gold, Inc.RGLD10.63K$2.12M
Amazon.com, Inc.AMZN9.26K$2.21M
Ambarella, Inc.AMBA9K$772.2K
Franco-Nevada CorporationFNV8.63K$1.8M
Clearfield, Inc.CLFD7.32K$291.26K
Flex Ltd.FLEX6.9K$1.12M
Synaptics IncorporatedSYNA5.6K$695.69K
Ouster, Inc.OUST5K$312.6K
Lam Research CorporationLRCX4.63K$2.01M
QUALCOMM IncorporatedQCOM4.5K$831.55K
Keysight Technologies, Inc.KEYS4K$1.4M