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272 Capital LP 13F Holdings
Holdings from the most recent 13F from 272 Capital LP
Filed: 2025-02-14 (Q4 2024) | Holdings: 48 | Value: $105.8M | Filing Link
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Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SQNS - SEQUANS COMMUNICATIONS S A | New Purchase | 13.24% | $14.0M | -32.11% | -30.42% | ||
| APLD - APPLIED DIGITAL CORP | Add 124% ($6.9M) | 11.78% | $12.5M | +8.22% | -40.34% | ||
| FIVN - FIVE9 INC | Add 106% ($5.7M) | 10.47% | $11.1M | -34.90% | -31.41% | ||
| BIGC - BIGCOMMERCE HLDGS INC | Add 117% ($3.0M) | 5.22% | $5.5M | -28.98% | -26.42% | ||
| CDZI - CADIZ INC | Reduce 1% $(34.1K) | 5.16% | $5.5M | -39.42% | -43.27% | ||
| RPD - RAPID7 INC | Add 63% ($2.0M) | 4.98% | $5.3M | -34.92% | -34.11% | ||
| VPG - VISHAY PRECISION GROUP INC | Add 21% ($653.1K) | 3.52% | $3.7M | -0.08% | +3.39% | ||
| RSKD - RISKIFIED LTD | Add 35% ($882.2K) | 3.21% | $3.4M | -14.51% | -14.33% | ||
| LGTY - LOGILITY SUPPLY CHAIN SOLUTI | Add 48% ($1.0M) | 3.04% | $3.2M | ||||
| CXM - SPRINKLR INC | Add 199% ($2.1M) | 2.99% | $3.2M | -8.98% | -5.99% | ||
| NABL - N-ABLE INC | Add 321% ($2.4M) | 2.98% | $3.2M | -21.15% | -17.51% | ||
| JAMF - JAMF HLDG CORP | New Purchase | 2.77% | $2.9M | -34.33% | -26.24% | ||
| OKTA - OKTA INC | Add 265% ($2.1M) | 2.70% | $2.9M | +8.32% | +28.65% | ||
| HBIO - HARVARD BIOSCIENCE INC | Add 128% ($1.6M) | 2.70% | $2.9M | -70.19% | -73.93% | ||
| DH - DEFINITIVE HEALTHCARE CORP | Add 74% ($1.2M) | 2.63% | $2.8M | -41.81% | -40.93% | ||
| SIMO - SILICON MOTION TECHNOLOGY CO | Add 40% ($788.6K) | 2.59% | $2.7M | +12.16% | +7.95% | ||
| COHU - COHU INC | Add 88% ($1.2M) | 2.36% | $2.5M | -18.72% | -16.33% | ||
| IAS - INTEGRAL AD SCIENCE HLDNG CO | Add 162% ($1.5M) | 2.26% | $2.4M | -22.75% | -23.94% | ||
| DRDBU - ROMAN DBDR ACQUISITION CORP | New Purchase | 1.90% | $2.0M | +4.26% | +2.87% | ||
| MTCH - MATCH GROUP INC NEW | New Purchase | 1.39% | $1.5M | -12.57% | -16.45% | ||
| ENFN - ENFUSION INC | Add 72% ($545.7K) | 1.23% | $1.3M | ||||
| GPRE - GREEN PLAINS INC | Add 6% ($70.1K) | 1.22% | $1.3M | -37.16% | -23.72% | ||
| KLIC - KULICKE & SOFFA INDS INC | New Purchase | 1.10% | $1.2M | -21.58% | -16.89% | ||
| SWI - SOLARWINDS CORP | Reduce 42% $(800.8K) | 1.03% | $1.1M | ||||
| BASE - COUCHBASE INC | Reduce 35% $(551.4K) | 0.95% | $1.0M | -1.40% | -1.83% | ||
| ECVT - ECOVYST INC | Reduce 1% $(5.8K) | 0.92% | $972.6K | -9.39% | -8.17% | ||
| XPER - XPERI INC | Add 54% ($267.4K) | 0.72% | $765.5K | -17.12% | -10.18% | ||
| VSH - VISHAY INTERTECHNOLOGY INC | New Purchase | 0.67% | $710.8K | -24.64% | -18.42% | ||
| TENB - TENABLE HLDGS INC | New Purchase | 0.59% | $626.7K | -17.48% | -15.15% | ||
| VECO - VEECO INSTRS INC DEL | New Purchase | 0.42% | $442.7K | -22.39% | -14.69% | ||
| QRVO - QORVO INC | New Purchase | 0.40% | $426.6K | -0.25% | +2.42% | ||
| ALTG - ALTA EQUIPMENT GROUP INC | 0.36% | $385.9K | -35.28% | -25.68% | |||
| GDOT - GREEN DOT CORP | New Purchase | 0.35% | $372.4K | +0.95% | +2.21% | ||
| IIIV - I3 VERTICALS INC | Reduce 90% $(2.2M) | 0.24% | $253.4K | -17.34% | -8.43% | ||
| DV - DOUBLEVERIFY HLDGS INC | Reduce 79% $(803.4K) | 0.20% | $209.4K | -40.12% | -36.51% | ||
| MSAI - MULTISENSOR AI HOLDINGS INC | New Purchase | 0.20% | $207.0K | -46.86% | -41.84% | ||
| AMN - AMN HEALTHCARE SVCS INC | New Purchase | 0.19% | $202.3K | -13.62% | -4.77% | ||
| DAVA - ENDAVA PLC | Reduce 87% $(1.3M) | 0.19% | $200.8K | -56.38% | -57.16% | ||
| BTM - BITCOIN DEPOT INC | New Purchase | 0.18% | $190.5K | +190.28% | +45.14% | ||
| AVR - ANTERIS TECHNOLOGIES GLOBAL | New Purchase | 0.17% | $176.3K | -43.88% | -51.88% | ||
| W - WAYFAIR INC | New Purchase | 0.16% | $164.0K | -13.81% | -19.66% | ||
| BITF - BITFARMS LTD | New Purchase | 0.15% | $156.5K | -35.02% | -24.11% | ||
| MITK - MITEK SYS INC | Reduce 83% $(687.1K) | 0.14% | $144.7K | -5.04% | -2.72% | ||
| RSVR - RESERVOIR MEDIA INC | New Purchase | 0.13% | $135.8K | -4.63% | -7.50% | ||
| GSM - FERROGLOBE PLC | Reduce 76% $(414.8K) | 0.13% | $133.0K | -11.22% | -6.55% | ||
| UPLD - UPLAND SOFTWARE INC | New Purchase | 0.04% | $37.4K | -58.18% | -39.55% | ||
| KRMD - KORU MEDICAL SYSTEMS INC | Reduce 96% $(861.9K) | 0.03% | $36.9K | -36.16% | -29.98% | ||
| EWCZ - EUROPEAN WAX CTR INC | New Purchase | 0.01% | $12.9K | -29.60% | -24.97% | ||
| ACVA - ACV AUCTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| AREN - THE ARENA GROUP HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVPT - AVEPOINT INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVNW - AVIAT NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BILL - BILL HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLKB - BLACKBAUD INC | Reduce 100% | 0.00% | $0.00 | ||||
| BL - BLACKLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CMP - COMPASS MINERALS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRTO - CRITEO S A | Reduce 100% | 0.00% | $0.00 | ||||
| DXPE - DXP ENTERPRISES INC | Reduce 100% | 0.00% | $0.00 | ||||
| RAMP - LIVERAMP HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MX - MAGNACHIP SEMICONDUCTOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| OSPN - ONESPAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| RNG - RINGCENTRAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| SQNS - SEQUANS COMMUNICATIONS S A | Reduce 100% | 0.00% | $0.00 | ||||
| TDS - TELEPHONE & DATA SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| THR - THERMON GROUP HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TPB - TURNING PT BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TWLO - TWILIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| UIS - UNISYS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ZUO - ZUORA INC | Reduce 100% | 0.00% | $0.00 | ||||