272 Capital LP

Q3 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    5

  • Value ($000)

    $39,299

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001841077
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APLD
APLD

APPLIED DIGITAL CORP

COM NEW
038169207
$37.43 M
95 %

1,631,453

---

SEQUANS COMMUNICATIONS S A

SPONSORED ADS
817323405
$1.56 M
4 %

164,858

BITF
BITF

BITFARMS LTD

COM
09173B107
$296.25 K
1 %

105,055

RSVRW
RSVRW

RESERVOIR MEDIA INC

*W EXP 08/26/202
76119X113
$13.20 K
0 %

15,000

MSAIW
MSAIW

MULTISENSOR AI HOLDINGS INC

*W EXP 12/19/202
456948116
$4.28 K
0 %

112,500

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