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272 Capital LP 13F Holdings
Holdings from the most recent 13F from 272 Capital LP
Filed: 2025-08-14 (Q2 2025) | Holdings: 9 | Value: $24.4M | 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 |
| APLD - APPLIED DIGITAL CORP | 67.44% | $16.4M | |||||
| SQNS - SEQUANS COMMUNICATIONS S A | 23.73% | $5.8M | -50.42% | -50.25% | |||
| CXM - SPRINKLR INC | Add 2% ($19.6K) | 4.85% | $1.2M | ||||
| RSKD - RISKIFIED LTD | New Purchase | 1.24% | $303.1K | -4.09% | -7.80% | ||
| TENB - TENABLE HLDGS INC | Reduce 50% $(279.6K) | 1.17% | $284.9K | ||||
| CDZI - CADIZ INC | Reduce 87% $(1.8M) | 1.10% | $268.9K | +55.77% | +55.77% | ||
| BITF - BITFARMS LTD | New Purchase | 0.36% | $88.2K | +116.54% | +110.24% | ||
| RSVRW - RESERVOIR MEDIA INC | 0.08% | $18.8K | |||||
| MSAIW - MULTISENSOR AI HOLDINGS INC | 0.01% | $3.4K | |||||
| FLYW - FLYWIRE CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| VERX - VERTEX INC | Reduce 100% | 0.00% | $0.00 | ||||
| BL - BLACKLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| IBP - INSTALLED BLDG PRODS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VPG - VISHAY PRECISION GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| BILL - BILL HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PAYO - PAYONEER GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| IAS - INTEGRAL AD SCIENCE HLDNG CO | Reduce 100% | 0.00% | $0.00 | ||||
| JAMF - JAMF HLDG CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BASE - COUCHBASE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIGC - BIGCOMMERCE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIVN - FIVE9 INC | Reduce 100% | 0.00% | $0.00 | ||||
| SIMO - SILICON MOTION TECHNOLOGY CO | Reduce 100% | 0.00% | $0.00 | ||||
| RPAY - REPAY HLDGS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DAVA - ENDAVA PLC | Reduce 100% | 0.00% | $0.00 | ||||
| MXL - MAXLINEAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMWB - SIMILARWEB LTD | Reduce 100% | 0.00% | $0.00 | ||||
| COHU - COHU INC | Reduce 100% | 0.00% | $0.00 | ||||
| BTMWW - BITCOIN DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| RPD - RAPID7 INC | Reduce 100% | 0.00% | $0.00 | ||||
| NABL - N-ABLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| DH - DEFINITIVE HEALTHCARE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BLD - TOPBUILD CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JELD - JELD-WEN HLDG INC | Reduce 100% | 0.00% | $0.00 | ||||
| ECVT - ECOVYST INC | Reduce 100% | 0.00% | $0.00 | ||||
| CORZ - CORE SCIENTIFIC INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| MKSI - MKS INSTRS INC | Reduce 100% | 0.00% | $0.00 | ||||