Fund Update: 272 Capital LP Just Disclosed New Holdings

272 Capital LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 3,200 shares of $DAVA (~$11,603). This was a increase of ~49.23% from their previous position.
• An increase of 796 shares of $TENB (~$42,182). This was a increase of ~5.00% from their previous position.
• A decrease of 147,117 shares of $VPG (~$3,445,790). This was a increase of ~-92.83% from their previous position.
• A decrease of 570,409 shares of $DH (~$2,475,568). This was a increase of ~-84.14% from their previous position.
• A decrease of 684,621 shares of $BIGC (~$4,268,071). This was a increase of ~-75.92% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for 272 Capital LP for more details.