272 Capital LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$39.3B

Holdings

5

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
APLDAPPLIED DIGITAL CORP
1,631,453$37.4B95.23%
2
SQNSSEQUANS COMMUNICATIONS S A
164,858$1.6B3.97%
3
BITFBITFARMS LTD
105,055$296.3M0.75%
4
RSVRWRESERVOIR MEDIA INC
15,000$13.2M0.03%
5
MSAIWMULTISENSOR AI HOLDINGS INC
112,500$4.3M0.01%