MondegarAI
K2 PRINCIPAL FUND, L.P.

Q2 2024 · 13F-HR

K2 PRINCIPAL FUND, L.P.holdings as filed

Filed 2024-08-14 · accession 0001461790-24-000016

$537.7M
Reported value
228
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
82835W108SPRYARS PHARMACEUTICALS INC$20.9M3.90%2,461,672CommonSOLE
464287432TLTISHARES TR$20.4M3.79%222,000PUTSOLE
565788AB2MARA 1 12/01/26MARATHON DIGITAL HOLDINGS IN$15.8M2.94%18,250CommonSOLE
04916EAB0AY 4 07/15/25ATLANTICA SUSTAINABLE INFRA$15.0M2.79%15,300CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$14.8M2.75%15,859CommonSOLE
70614WAB6PTON 0 02/15/26PELOTON INTERACTIVE INC$14.1M2.63%16,079CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$14.0M2.60%12,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$12.3M2.28%10,200CommonSOLE
922908363VOOVANGUARD INDEX FDS$11.3M2.09%22,500CALLSOLE
464285204IAUISHARES GOLD TR$11.0M2.04%250,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$10.5M1.95%11,500CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$9.8M1.82%8,500CommonSOLE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC$9.7M1.80%10,000CommonSOLE
52603BAD9TREE 0.5 07/15/25LENDINGTREE INC$9.6M1.78%10,225CommonSOLE
848577AB8SAVE 1 05/15/26SPIRIT AIRLS INC$9.1M1.69%18,393CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$9.1M1.69%10,000CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$8.0M1.48%9,500CommonSOLE
97717PAD6WT 3.25 06/15/26WISDOMTREE INC$7.9M1.47%7,344CommonSOLE
29978AAC8EVERBRIDGE INC$7.5M1.40%7,700CommonSOLE
83304AAD8SNAP 0.25 05/01/25SNAP INC$7.5M1.39%7,100CommonSOLE
76680RAF4RNG 0 03/01/25RINGCENTRAL INC$7.4M1.38%7,799CommonSOLE
92840M102VSTVISTRA CORP$7.0M1.30%81,000CALLSOLE
92766KAA4VIRGIN GALACTIC HOLDINGS INC$6.9M1.28%23,500CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$6.9M1.28%7,321CommonSOLE
46438F101IBITISHARES BITCOIN TR$6.8M1.27%200,000CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$6.8M1.26%7,000CommonSOLE
71375UAF8PRFT 0.125 11/15/26PERFICIENT INC$6.8M1.26%7,000CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$6.7M1.24%450,000CALLSOLE
78463V107GLDSPDR GOLD TR$6.5M1.20%30,000PUTSOLE
G20315126ALFUUCENTURION ACQUISITION CORP$6.4M1.19%639,378CommonSOLE
78573NAE2SABHLD 4 04/15/25SABRE GLBL INC$6.1M1.13%6,309CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$5.7M1.05%6,000CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$5.5M1.02%6,000CommonSOLE
552690109MDUMDU RES GROUP INC$5.0M0.93%200,000CALLSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP$4.9M0.91%5,500CommonSOLE
87874RAD2TTGT 0 12/15/26TECHTARGET INC$4.8M0.90%5,000CommonSOLE
G5501C125CUBWULIONHEART HOLDINGS$4.8M0.89%479,700CommonSOLE
698884103PARPAR TECHNOLOGY CORP$4.8M0.88%100,940CommonSOLE
87241L109TFIITFI INTL INC$4.7M0.88%32,687CommonSOLE
42809H107HESHESS CORP$4.7M0.88%32,149CommonSOLE
38268TAD5GPRO 1.25 11/15/25GOPRO INC$4.6M0.86%5,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$4.6M0.86%984,511CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$4.4M0.83%478,029CommonSOLE
458140100INTCINTEL CORP$4.2M0.78%135,000CommonSOLE
53680QAA6LARCN 1.75 01/15/27LITHIUM AMERICAS ARGENTINA C$3.8M0.71%5,095CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$3.8M0.71%257,080CommonSOLE
91688FAB0UPWK 0.25 08/15/26UPWORK INC$3.5M0.66%4,000CommonSOLE
60783X104MODVQMODIVCARE INC$3.3M0.62%127,486CommonSOLE
97717PAF1WISDOMTREE INC$3.3M0.62%2,700CommonSOLE
03674X106ARANTERO RESOURCES CORP$3.3M0.61%100,000PUTSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$3.2M0.60%130,336CommonSOLE
013091103ACIALBERTSONS COS INC$3.2M0.59%160,600CommonSOLE
418100103HCP2EURHASHICORP INC$3.0M0.55%88,050CommonSOLE
023135106AMZNAMAZON COM INC$2.8M0.53%14,642CommonSOLE
G6004G126MACIUMELAR ACQUISITION CORP. I$2.8M0.52%281,550CommonSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$2.7M0.51%2,500CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$2.7M0.50%576,700CALLSOLE
21874A130CORZZCORE SCIENTIFIC INC NEW$2.6M0.49%304,493CommonSOLE
918204108VFCV F CORP$2.6M0.48%190,620CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQUISITN COR$2.6M0.47%226,953CommonSOLE
039653100ACAARCOSA INC$2.5M0.47%30,000CALLSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$2.3M0.44%3,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$2.3M0.43%2,396CommonSOLE
G8956E109TORTOISEECOFIN ACQUISITION C$2.3M0.42%208,211CommonSOLE
61244M109MONTEREY CAP ACQUISITION COR$2.3M0.42%200,199CommonSOLE
11135F101AVGOBROADCOM INC$2.2M0.42%1,400CommonSOLE
29978K102EVCOEVEREST CONSOLIDATOR ACQ COR$2.2M0.42%199,801CommonSOLE
G0888J108BATTERY FUTURE ACQUISITION C$2.2M0.41%199,903CommonSOLE
296006109EROERO COPPER CORP$2.1M0.40%100,000PUTSOLE
G20873124CHENGHE ACQUISITION II CO$2.1M0.39%208,133CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.0M0.38%20,000CALLSOLE
420877201HAYNUSDHAYNES INTL INC$2.0M0.37%33,884CommonSOLE
62482R10707WAMR COOPER GROUP INC$1.9M0.35%23,172CommonSOLE
148806102CTLTEURCATALENT INC$1.9M0.35%33,048CommonSOLE
G4923T105IVCBFINVESTCORP EUROPE ACQUISITIO$1.9M0.34%163,006CommonSOLE
55306N104MKSIMKS INSTRS INC$1.8M0.34%13,840CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$1.8M0.33%300,000CALLSOLE
34969G102FORTUNE RISE ACQUISITION COR$1.7M0.32%154,990CommonSOLE
G3312W109EVERGREEN CORPORATION$1.7M0.31%145,879CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.6M0.30%25,000PUTSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.6M0.30%5,962CommonSOLE
G1676M105BUKIT JALIL GBL ACQUISITION$1.6M0.30%150,000CommonSOLE
35088F107FORLFOUR LEAF ACQUISITION CORP$1.6M0.30%145,306CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.6M0.29%12,100CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.5M0.29%100,000PUTSOLE
74346Y103PROPROS HOLDINGS INC$1.5M0.28%52,518CommonSOLE
44934N108IBACIB ACQUISITION CORP$1.5M0.28%150,000CommonSOLE
89301B104ZALATORIS ACQUISITION CORP$1.5M0.27%132,725CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.4M0.27%20,555CommonSOLE
G2283U100COLOMBIER ACQUISITION CORP I$1.4M0.26%136,518CommonSOLE
G4036C114GRAF GLOBAL CORP$1.4M0.26%138,300CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.26%10,000PUTSOLE
G69454109PATRIA LATIN AMRCN OPPRNTY A$1.4M0.26%120,100CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.4M0.25%28,000PUTSOLE
780287108RGLDROYAL GOLD INC$1.3M0.23%10,000PUTSOLE
02079K107GOOGALPHABET INC$1.2M0.23%6,756CommonSOLE
17144M102CHURCHILL CAPITAL CORP VII$1.2M0.23%114,210CommonSOLE
G27740110DISTDISTOKEN ACQUISITION CORP$1.2M0.23%114,139CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$1.2M0.23%143,900CALLSOLE
25400Q105DJTTRUMP MEDIA TECHNOLOGY GRO$1.2M0.22%202,200CommonSOLE
G2365L101CSLM ACQUISITION CORP$1.2M0.22%104,281CommonSOLE
74841A105QETAQUETTA ACQUISITION CORP$1.2M0.21%111,530CommonSOLE
G4023C101GOLDEN STAR ACQUISITION CORP$1.2M0.21%106,740CommonSOLE
G8656T109TLGYFTLGY ACQUISITION CORPORATION$1.1M0.21%100,265CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$1.1M0.21%59,893CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.20%10,000CALLSOLE
G33033104KDKARES ACQUISITION CORP II$1.1M0.20%101,494CommonSOLE
38071H106GROYGOLD ROYALTY CORP$1.1M0.20%760,984CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP I$1.1M0.20%93,490CommonSOLE
651639106NEMNEWMONT CORP$1.0M0.19%25,000CommonSOLE
98944F109ZEOZEO ENERGY CORP$1.0M0.19%481,448CommonSOLE
50077B207KTOSKRATOS DEFENSE SEC SOLUTIO$999,6600.19%49,958CommonSOLE
92840M102VSTVISTRA CORP$984,8150.18%11,454CommonSOLE
171779309CIENCIENA CORP$931,0790.17%19,325CommonSOLE
30069X102EXCELFIN ACQUISITION CORP$925,5480.17%83,988CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$885,9860.16%25,651CommonSOLE
428567101HB6HIBBETT INC$868,6120.16%9,960CommonSOLE
496902404KGCKINROSS GOLD CORP$832,0000.15%100,000PUTSOLE
09173B1071B2BITFARMS LTD$815,5250.15%317,325CommonSOLE
496902404KGCKINROSS GOLD CORP$764,6080.14%91,900CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$758,3500.14%145,000PUTSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$757,1430.14%34,494CommonSOLE
G75389125RFAIURF ACQUISITION CORP II$754,5000.14%75,000CommonSOLE
82509L107SHOPSHOPIFY INC$726,5500.14%11,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$723,4150.13%5,500CommonSOLE
78574H112SABLE OFFSHORE CORP$709,2810.13%166,108CommonSOLE
G2311X100CLRCFCLIMATEROCK$698,9840.13%61,100CommonSOLE
780287108RGLDROYAL GOLD INC$682,1220.13%5,450CommonSOLE
124420100BYNOBYNORDIC ACQUISITION CORP$646,2060.12%57,237CommonSOLE
71715X203PMCBPHARMACYTE BIOTECH INC$641,9060.12%327,503CommonSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$615,5000.11%25,000CALLSOLE
G2476C107CDAQFCOMPASS DIGITAL ACQUISITN CO$571,9290.11%52,567CommonSOLE
36119D103FTIIFUTURETECH II ACQUISITION CO$551,0000.10%50,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$550,8720.10%1,790CommonSOLE
G79471101SDCL EDGE ACQUISITION CORP$550,5000.10%50,000CommonSOLE
349942102FSMFORTUNA MNG CORP$550,0080.10%112,476CommonSOLE
45827K101INTEINTEGRAL ACQUISITION CORP 1$549,0000.10%50,000CommonSOLE
G3167L109ENPHYS ACQUISITION CORP$545,1680.10%49,651CommonSOLE
G33856108GSMFERROGLOBE PLC$536,0000.10%100,000CommonSOLE
233276104DMYYDMY SQUARED TECHNOLOGY GROUP$536,0000.10%50,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$529,0780.10%3,044CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$526,1190.10%3,300CommonSOLE
351858105FNVFRANCO NEV CORP$521,4880.10%4,400PUTSOLE
03748R747AIVAPARTMENT INVT MGMT CO$508,2930.09%61,314CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$493,3600.09%2,000PUTSOLE
8342EP107XPLSOLITARIO RESOURCES CORP$484,0000.09%550,000CommonSOLE
462726100I8RIROBOT CORP$455,5000.08%50,000PUTSOLE
457730109INSPINSPIRE MED SYS INC$455,0220.08%3,400CALLSOLE
042644104AOGOAROGO CAPITAL ACQUISITION CO$454,1550.08%41,362CommonSOLE
72814N104AGSPLAYAGS INC$438,3460.08%38,117CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$373,5000.07%75,000PUTSOLE
67079A102NUVEI CORPORATION$361,3280.07%11,159CommonSOLE
15719Y105CETUS CAP ACQUISITION CORP$356,1890.07%33,445CommonSOLE
13767K101CNGLCANNA GLOBAL ACQUISITION COR$341,1200.06%32,800CommonSOLE
39525U107GFRGREENFIRE RES LTD NEW$337,5200.06%50,003CommonSOLE
G44525106PEARL HOLDINGS ACQUISITN COR$332,9250.06%30,211CommonSOLE
64107A105NPWRNET POWER INC$324,7540.06%33,037CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$313,8000.06%60,000CommonSOLE
98420X103ASNSUSDX4 PHARMACEUTICALS INC$283,7120.05%489,158CommonSOLE
87151X101SYMSYMBOTIC INC$281,2800.05%8,000CommonSOLE
85225A1078DTSQUARESPACE INC$253,0540.05%5,800CommonSOLE
410345102HN9HANESBRANDS INC$246,5000.05%50,000CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$241,6230.04%15,700CommonSOLE
67190B104OAKUOAK WOODS ACQUISITION CORP$218,6440.04%20,096CommonSOLE
94419L101WWAYFAIR INC$210,9200.04%4,000PUTSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$209,1410.04%31,076CommonSOLE
56585A102MPCMARATHON PETE CORP$208,1760.04%1,200CommonSOLE
38071H122GROY/WSGOLD ROYALTY CORP$187,7960.03%988,400CommonSOLE
92859G608VZLAVIZSLA SILVER CORP$159,6680.03%89,200CommonSOLE
29978K110EVCOWEVEREST CONSOLIDATOR ACQ COR$121,2570.02%606,287CommonSOLE
G8956E117TORTOISEECOFIN ACQUISITION C$118,1390.02%984,489CommonSOLE
G4R23P103HHG CAPITAL CORPORATION$116,0000.02%10,000CommonSOLE
17144M110CHURCHILL CAPITAL CORP VII$102,2870.02%292,250CommonSOLE
G5568L117LZM/WSLIFEZONE METALS LIMITED$87,5580.02%194,574CommonSOLE
Y58473102MAXNQMAXEON SOLAR TECHNOLOGIES LT$85,0000.02%100,000PUTSOLE
G33033120KDKRWARES ACQUISITION CORP II$70,7420.01%544,172CommonSOLE
556099109MGNXMACROGENICS INC$62,9000.01%14,800CommonSOLE
G5259L129KERNEL GROUP HOLDINGS INC$48,1000.01%370,000CommonSOLE
380799114GOLDEN ARROW MERGER CORP$45,0000.01%300,000CommonSOLE
G8192N111SK GROWTH OPPORTUNITIES CORP$44,1980.01%184,157CommonSOLE
M6000J119HUBCZHUB CYBER SECURITY LTD$42,5870.01%2,129,358CommonSOLE
G63369113MRNOWMURANO GLOBAL INVTS PLC$39,5700.01%247,312CommonSOLE
45827K119INTEWINTEGRAL ACQUISITION CORP 1$35,1310.01%351,311CommonSOLE
22677T110FOCUS IMPACT BH3 ACQUISITION$32,6690.01%408,359CommonSOLE
Y58473102MAXNQMAXEON SOLAR TECHNOLOGIES LT$31,8240.01%37,440CommonSOLE
G6363K114NABORS ENERGY TRANSITION COR$29,5150.01%295,146CommonSOLE
G83752116SPRING VALLEY ACQUISTN CORP$28,8670.01%360,841CommonSOLE
36170N115GCTS/WSGCT SEMICONDUCTOR HLDG INC$27,4640.01%183,091CommonSOLE
98944F117ZEOWWZEO ENERGY CORP$26,7190.00%667,985CommonSOLE
04208V111ARMADA ACQUISITION CORP I$24,9190.00%207,659CommonSOLE
G4923T113IVCWFINVESTCORP EUROPE ACQUISITIO$24,1320.00%344,748CommonSOLE
G83752132SVIRFSPRING VALLEY ACQUISTN CORP$24,0000.00%200,000CommonSOLE
G4790U110INFLECTION PT ACQUISITN CRP$23,2320.00%258,135CommonSOLE
G8656T125TLGWFTLGY ACQUISITION CORPORATION$21,6410.00%360,690CommonSOLE
G7134L118VEEAWPLUM ACQUISITION CORP I$18,8150.00%235,190CommonSOLE
G52443127KVACWKEEN VISION ACQUISITION CORP$17,2660.00%246,657CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD$16,9930.00%154,481CommonSOLE
923372114VGASWVERDE CLEAN FUELS INC$16,4660.00%91,475CommonSOLE
G6759A134NOVA VISION ACQUISITION CORP$12,6800.00%79,252CommonSOLE
G72556114PROJECT ENERGY REIMAGINED AC$12,3670.00%206,110CommonSOLE
G0131Y118ANSCWAGRICULTURE NAT SOL ACQ CO$12,0890.00%75,557CommonSOLE
44934N116IBACRIB ACQUISITION CORP$12,0000.00%150,000CommonSOLE
G63290103PLMWFPLUM ACQUISITION CORP III$11,2340.00%160,480CommonSOLE
G7185D114PERCEPTION CAPITAL CORP III$10,5000.00%350,000CommonSOLE
296424112ESHARESH ACQUISITION CORP$10,1890.00%92,627CommonSOLE
67190B112OAK WOODS ACQUISITION CORP$10,0240.00%501,190CommonSOLE
G8316B118SPKLWSPARK I ACQUISITION CORP$10,0180.00%58,930CommonSOLE
G8059B101SLNAFSELINA HOSPITALITY PLC$9,2990.00%132,841CommonSOLE
G6301J112MOUNTAIN CO I ACQUISITN CO$8,7120.00%108,900CommonSOLE
G2365L119CSLM ACQUISITION CORP$8,0920.00%57,800CommonSOLE
35088F115FORLWFOUR LEAF ACQUISITION CORP$7,5410.00%188,517CommonSOLE
G5451A111LEGT/WSLEGATO MERGER CORP III$6,5000.00%50,000CommonSOLE
G27617110FASWFDIGIASIA CORP$6,0000.00%100,000CommonSOLE
G1330L121BLUE OCEAN ACQUISITION CORP$5,6200.00%281,000CommonSOLE
G0888J124BATTERY FUTURE ACQUISITION C$4,7040.00%470,438CommonSOLE
318136116FINTECH ECOSYSTEM DEVE$3,9130.00%195,666CommonSOLE
56564V119MAQCWMAQUIA CAPITAL ACQUISITION C$3,5830.00%358,307CommonSOLE
G12729128BOWEN ACQUISITION CORP$3,2560.00%29,596CommonSOLE
61244M117MONTEREY CAP ACQUISITION COR$2,9880.00%149,396CommonSOLE
066644113BANNIX ACQUISITION CORP$2,9680.00%148,397CommonSOLE
G0223V121ATMCWALPHATIME ACQUISITION CORP$2,8320.00%141,606CommonSOLE
97655B117WINVWWINVEST ACQUISITION CORP$2,5770.00%257,731CommonSOLE
G4375F116HAYMAKER ACQUISITION CORP IV$2,2500.00%12,500CommonSOLE
09973D113BRLSWBOREALIS FOODS INC$2,1250.00%30,364CommonSOLE
G3167L117ENPHYS ACQUISITION CORP$2,0950.00%52,372CommonSOLE
98400V119XBPEWXBP EUROPE HOLDINGS INC$2,0830.00%52,087CommonSOLE
G6759A118NOVA VISION ACQUISITION CORP$1,5200.00%152,000CommonSOLE
079174116BELLEVUE LIFE SCNCS AQSTN CO$2460.00%12,317CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.