272 Capital LP
CIK: 0001841077Latest portfolio: $40.0M · Q4 2025
Holdings
1
Total Value
$40.0M
New Positions
0
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 1,631,453 | $40.0M | 100.00% | — |
Quarterly Changes
Sector Breakdown
Technology100.0% ($40.0M)
Filing History
Fund Information
272 Capital LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $40.0M across 1 holdings. The largest position is APPLIED DIGITAL CORP (APLD), representing 100.0% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.