272 Capital LP
DALLAS, TX
$40m in 1 US stocks at the end of 31 December 2025. The top 10 are 100.0% of the money. It changed about 4.8% of the portfolio this quarter.
Value
$40m
Stocks
1
Top 10 share
100.0%
Turnover
4.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Sequans Communications S ASQNS-100%
- BitfarmsBITF-100%
- Reservoir MediaRSVRW-100%
- Multisensor AI HoldingsMSAIW-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Applied DigitalAPLD | 100.0% | $40m | 1,631,453 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 64.2% since 30 June 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.