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272 Capital LP 13F Holdings
Holdings from the most recent 13F from 272 Capital LP
Filed: 2024-05-15 (Q1 2024) | Holdings: 71 | Value: $250.4M | 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 |
| VPG - VISHAY PRECISION GROUP INC | New Purchase | 6.85% | $17.1M | -22.72% | -14.00% | -17.42% | |
| ALTG - ALTA EQUIPMENT GROUP INC | New Purchase | 6.29% | $15.7M | -41.88% | -27.79% | -33.14% | |
| RSKD - RISKIFIED LTD | New Purchase | 5.04% | $12.6M | -17.73% | -23.48% | -18.88% | |
| HBIO - HARVARD BIOSCIENCE INC | New Purchase | 4.80% | $12.0M | -88.32% | -14.99% | -90.21% | |
| CDZI - CADIZ INC | New Purchase | 4.59% | $11.5M | +11.31% | +14.13% | +2.83% | |
| WKME - WALKME LTD | New Purchase | 4.50% | $11.3M | +66.19% | |||
| GPRE - GREEN PLAINS INC | New Purchase | 3.69% | $9.2M | -78.05% | -25.17% | -72.40% | |
| APLD - APPLIED DIGITAL CORP | New Purchase | 3.48% | $8.7M | +166.84% | +5.53% | +79.74% | |
| XPER - XPERI INC | New Purchase | 3.26% | $8.2M | -23.35% | -24.35% | -20.04% | |
| AVNW - AVIAT NETWORKS INC | New Purchase | 3.25% | $8.1M | -30.71% | -11.64% | -33.70% | |
| MITK - MITEK SYS INC | New Purchase | 3.00% | $7.5M | -31.74% | -36.74% | -29.20% | |
| SIMO - SILICON MOTION TECHNOLOGY CO | New Purchase | 2.74% | $6.9M | -13.41% | -15.39% | -13.88% | |
| IIIV - I3 VERTICALS INC | New Purchase | 2.49% | $6.2M | +19.69% | +8.29% | +31.59% | |
| MODN - MODEL N INC | New Purchase | 2.33% | $5.8M | ||||
| OSPN - ONESPAN INC | New Purchase | 2.31% | $5.8M | +23.02% | +19.35% | +26.92% | |
| CORZ - CORE SCIENTIFIC INC NEW | New Purchase | 2.27% | $5.7M | +187.63% | +165.53% | +183.68% | |
| CDMO - AVID BIOSERVICES INC | New Purchase | 2.17% | $5.4M | +19.28% | |||
| AOSL - ALPHA & OMEGA SEMICONDUCTOR | New Purchase | 2.04% | $5.1M | -22.56% | +35.55% | -16.07% | |
| UPLD - UPLAND SOFTWARE INC | New Purchase | 1.88% | $4.7M | -33.57% | -21.66% | -5.42% | |
| TWLO - TWILIO INC | New Purchase | 1.86% | $4.6M | +94.57% | -0.46% | +89.26% | |
| ZUO - ZUORA INC | New Purchase | 1.78% | $4.5M | -15.01% | |||
| SQNS - SEQUANS COMMUNICATIONS S A | New Purchase | 1.75% | $4.4M | +51.02% | +14.25% | +54.79% | |
| BIGC - BIGCOMMERCE HLDGS INC | New Purchase | 1.74% | $4.4M | -35.57% | -23.20% | -33.89% | |
| TSEM - TOWER SEMICONDUCTOR LTD | New Purchase | 1.73% | $4.3M | +10.81% | +10.10% | +13.13% | |
| EGHT - 8X8 INC NEW | New Purchase | 1.48% | $3.7M | -41.82% | -38.55% | -34.18% | |
| AMSWA - AMER SOFTWARE INC | New Purchase | 1.47% | $3.7M | -1.27% | |||
| MX - MAGNACHIP SEMICONDUCTOR CORP | New Purchase | 1.28% | $3.2M | -27.13% | -1.78% | -18.02% | |
| CRTO - CRITEO S A | New Purchase | 1.21% | $3.0M | -32.28% | +29.93% | -23.93% | |
| GSM - FERROGLOBE PLC | New Purchase | 1.13% | $2.8M | -38.68% | -23.64% | -34.77% | |
| TWKS - THOUGHTWORKS HOLDING INC | New Purchase | 1.11% | $2.8M | +35.20% | |||
| ECVT - ECOVYST INC | New Purchase | 1.11% | $2.8M | -22.44% | -28.71% | -20.98% | |
| PAYO - PAYONEER GLOBAL INC | New Purchase | 1.02% | $2.5M | +17.67% | +23.92% | +25.13% | |
| TDC - TERADATA CORP DEL | New Purchase | 0.98% | $2.5M | -36.11% | -19.44% | -33.16% | |
| DOMO - DOMO INC | New Purchase | 0.98% | $2.4M | +84.50% | +14.25% | +25.28% | |
| IAS - INTEGRAL AD SCIENCE HLDNG CO | New Purchase | 0.95% | $2.4M | -16.17% | +12.53% | -16.94% | |
| ATEX - ANTERIX INC | New Purchase | 0.83% | $2.1M | -20.92% | +17.73% | -12.97% | |
| LSPD - LIGHTSPEED COMMERCE INC | New Purchase | 0.82% | $2.0M | -23.91% | -4.91% | -22.85% | |
| JAMF - JAMF HLDG CORP | New Purchase | 0.79% | $2.0M | -40.92% | +4.13% | -34.10% | |
| KRMD - KORU MEDICAL SYSTEMS INC | New Purchase | 0.70% | $1.8M | +24.00% | +2.67% | +31.11% | |
| NRDY - NERDY INC | New Purchase | 0.69% | $1.7M | -20.85% | -54.74% | -19.91% | |
| VECO - VEECO INSTRS INC DEL | New Purchase | 0.56% | $1.4M | -52.49% | -5.75% | -49.52% | |
| SEAT - VIVID SEATS INC | New Purchase | 0.52% | $1.3M | -71.48% | -16.96% | -62.24% | |
| ENFN - ENFUSION INC | New Purchase | 0.51% | $1.3M | -14.23% | |||
| TDS - TELEPHONE & DATA SYS INC | New Purchase | 0.49% | $1.2M | +71.24% | +1.39% | +73.27% | |
| CLFD - CLEARFIELD INC | New Purchase | 0.48% | $1.2M | -0.18% | +1.37% | +2.29% | |
| CALX - CALIX INC | New Purchase | 0.46% | $1.1M | +50.78% | +19.43% | +44.91% | |
| MTCH - MATCH GROUP INC NEW | New Purchase | 0.39% | $979.5K | -1.41% | +13.08% | -4.89% | |
| INDI - INDIE SEMICONDUCTOR INC | New Purchase | 0.34% | $847.7K | -57.35% | -32.19% | -55.88% | |
| DAVA - ENDAVA PLC | New Purchase | 0.33% | $836.9K | -49.83% | -0.93% | -49.77% | |
| COHU - COHU INC | New Purchase | 0.33% | $821.7K | -40.73% | -11.33% | -39.20% | |