272 Capital LP 13F Holdings
CIK 000308148 · DALLAS, TX
As of Sep 30, 2025, 272 Capital LP reported 5 positions worth $39.3M in its SEC Form 13F filing.
Top 5 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | APLD | Financial Services | 1,631,453 | $37.4M | 95.23% |
| Sequans Communications SA | SQNS | Technology | 164,858 |