272 Capital LP 13F Holdings · last filed Q4 2025
272 Capital LP reported 1 securities worth $40.00M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: APLD (100.00%), BITF (0.00%), MSAIW (0.00%). Among its top 25 positions this quarter: 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | $40.0M | 100.00% | 1.6M | Hold |
| 2 | BITF | BITFARMS LTD | $0 | 0.00% | 0 | Exited |
| 3 | MSAIW | MULTISENSOR AI HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 4 | RSVRW | RESERVOIR MEDIA INC | $0 | 0.00% | 0 | Exited |
| 5 | SQNS | SEQUANS COMMUNICATIONS S A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR