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272 Capital LP 13F Holdings
Holdings from the most recent 13F from 272 Capital LP
Filed: 2025-05-15 (Q1 2025) | Holdings: 34 | Value: $37.9M | Filing Link
PREMIUM
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 |
| APLD - APPLIED DIGITAL CORP | 24.20% | $9.2M | |||||
| SQNS - SEQUANS COMMUNICATIONS S A | Reduce 2% $(170.6K) | 21.80% | $8.3M | -67.49% | -36.61% | ||
| FIVN - FIVE9 INC | Reduce 71% $(5.2M) | 5.73% | $2.2M | -23.27% | -4.19% | ||
| CDZI - CADIZ INC | Reduce 35% $(1.1M) | 5.31% | $2.0M | +90.91% | +17.51% | ||
| RPD - RAPID7 INC | Reduce 50% $(1.7M) | 4.55% | $1.7M | -30.26% | -8.53% | ||
| NABL - N-ABLE INC | Reduce 36% $(850.8K) | 4.07% | $1.5M | -7.07% | -3.90% | ||
| JAMF - JAMF HLDG CORP | Reduce 50% $(1.3M) | 3.35% | $1.3M | +12.26% | -25.91% | ||
| BIGC - BIGCOMMERCE HLDGS INC | Reduce 76% $(3.9M) | 3.30% | $1.3M | -16.60% | -6.95% | ||
| SIMO - SILICON MOTION TECHNOLOGY CO | Reduce 54% $(1.4M) | 3.09% | $1.2M | +45.49% | +24.01% | ||
| CXM - SPRINKLR INC | Reduce 63% $(2.0M) | 3.03% | $1.1M | ||||
| BL - BLACKLINE INC | New Purchase | 2.69% | $1.0M | ||||
| BASE - COUCHBASE INC | Reduce 16% $(164.5K) | 2.26% | $854.5K | ||||
| COHU - COHU INC | Reduce 45% $(623.6K) | 1.99% | $754.7K | +34.54% | +12.85% | ||
| MKSI - MKS INSTRS INC | New Purchase | 1.89% | $717.7K | +72.36% | +11.46% | ||
| IAS - INTEGRAL AD SCIENCE HLDNG CO | Reduce 63% $(1.2M) | 1.79% | $676.5K | +27.68% | +15.96% | ||
| TENB - TENABLE HLDGS INC | Add 5% ($27.8K) | 1.54% | $584.6K | ||||
| BILL - BILL HOLDINGS INC | New Purchase | 1.17% | $441.7K | +15.87% | -11.53% | ||
| VERX - VERTEX INC | New Purchase | 0.95% | $360.6K | -47.03% | -31.26% | ||
| DH - DEFINITIVE HEALTHCARE CORP | Reduce 84% $(1.6M) | 0.82% | $310.8K | -30.21% | +18.73% | ||
| FLYW - FLYWIRE CORPORATION | New Purchase | 0.81% | $305.9K | +30.36% | +11.65% | ||
| VPG - VISHAY PRECISION GROUP INC | Reduce 93% $(3.5M) | 0.72% | $273.8K | +44.57% | +5.53% | ||
| ECVT - ECOVYST INC | Reduce 67% $(528.2K) | 0.69% | $261.1K | +21.81% | +18.09% | ||
| CORZ - CORE SCIENTIFIC INC NEW | New Purchase | 0.58% | $217.9K | +56.98% | +37.99% | ||
| MXL - MAXLINEAR INC | New Purchase | 0.57% | $217.2K | +37.19% | +21.51% | ||
| PAYO - PAYONEER GLOBAL INC | New Purchase | 0.50% | $189.3K | ||||
| DAVA - ENDAVA PLC | Add 49% ($62.4K) | 0.50% | $189.2K | -55.17% | -13.44% | ||
| RPAY - REPAY HLDGS CORP | New Purchase | 0.44% | $167.1K | -16.87% | +33.25% | ||
| IBP - INSTALLED BLDG PRODS INC | New Purchase | 0.41% | $154.3K | ||||
| BLD - TOPBUILD CORP | New Purchase | 0.40% | $152.5K | ||||
| SMWB - SIMILARWEB LTD | New Purchase | 0.39% | $146.2K | +1.77% | +19.18% | ||
| JELD - JELD-WEN HLDG INC | New Purchase | 0.36% | $137.3K | -28.89% | +47.49% | ||
| RSVRW - RESERVOIR MEDIA INC | New Purchase | 0.05% | $18.8K | ||||
| BTMWW - BITCOIN DEPOT INC | New Purchase | 0.04% | $14.9K | ||||
| MSAIW - MULTISENSOR AI HOLDINGS INC | New Purchase | 0.01% | $4.5K | ||||
| DRDBU - ROMAN DBDR ACQUISITION CORP | Reduce 100% | 0.00% | $0.00 | ||||
| W - WAYFAIR INC | Reduce 100% | 0.00% | $0.00 | ||||
| RSVR - RESERVOIR MEDIA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALTG - ALTA EQUIPMENT GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMN - AMN HEALTHCARE SVCS INC | Reduce 100% | 0.00% | $0.00 | ||||
| HBIO - HARVARD BIOSCIENCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| GSM - FERROGLOBE PLC | Reduce 100% | 0.00% | $0.00 | ||||
| KRMD - KORU MEDICAL SYSTEMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| OKTA - OKTA INC | Reduce 100% | 0.00% | $0.00 | ||||
| SWI - SOLARWINDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DV - DOUBLEVERIFY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BTM - BITCOIN DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| GDOT - GREEN DOT CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MTCH - MATCH GROUP INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| LGTY - LOGILITY SUPPLY CHAIN SOLUTI | Reduce 100% | 0.00% | $0.00 | ||||
| QRVO - QORVO INC | Reduce 100% | 0.00% | $0.00 | ||||
| MITK - MITEK SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VSH - VISHAY INTERTECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| KLIC - KULICKE & SOFFA INDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BITF - BITFARMS LTD | Reduce 100% | 0.00% | $0.00 | ||||
| EWCZ - EUROPEAN WAX CTR INC | Reduce 100% | 0.00% | $0.00 | ||||
| AVR - ANTERIS TECHNOLOGIES GLOBAL | Reduce 100% | 0.00% | $0.00 | ||||
| ENFN - ENFUSION INC | Reduce 100% | 0.00% | $0.00 | ||||
| MSAI - MULTISENSOR AI HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| XPER - XPERI INC | Reduce 100% | 0.00% | $0.00 | ||||
| GPRE - GREEN PLAINS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VECO - VEECO INSTRS INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| IIIV - I3 VERTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| UPLD - UPLAND SOFTWARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| RSKD - RISKIFIED LTD | Reduce 100% | 0.00% | $0.00 | ||||