Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
272 Capital LP (CIK 1841077) reported $40.0M across 1 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: APLD ($40.0M, 100.00%), BITF ($0, 0.00%), MSAIW ($0, 0.00%), RSVRW ($0, 0.00%), SQNS ($0, 0.00%). Source: SEC Form 13F.
| 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