272 Capital LP

CIK: 0001841077SEC EDGAR →

Portfolio Value

$40.0M

Holdings

1

As of

Q4 2025

New Positions

0

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLIED DIGITAL CORP

1,631,453$40.0M
100.00%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

MSAIWCLOSED
$4.3M
SQNSCLOSED
$1.6M
BITFCLOSED
$296K
RSVRWCLOSED
$13K

Closed Positions (4)

$4.3M · 113K shares
$1.6M · 165K shares
$296K · 105K shares
$13K · 15K shares

Sector Breakdown

Sector# HoldingsValue%
Technology1$40.0M100.0%