272 Capital LP

Q1 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    34

  • Value ($000)

    $37,886

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APLD
APLD

APPLIED DIGITAL CORP

COM NEW
$9.17 M
24 %

1,631,453

---

SEQUANS COMMUNICATIONS S A

SPONSORED ADS
$8.26 M
22 %

3,932,984

FIVN
FIVN

FIVE9 INC

COM
$2.17 M
6 %

80,000

CDZI
CDZI

CADIZ INC

COM NEW
$2.01 M
5 %

686,738

RPD
RPD

RAPID7 INC

COM
$1.72 M
5 %

65,000

NABL
NABL

N-ABLE INC

COMMON STOCK
$1.54 M
4 %

217,485

JAMF
JAMF

JAMF HLDG CORP

COM
$1.27 M
3 %

104,483

BIGC
BIGC

BIGCOMMERCE HLDGS INC

COM SER 2
$1.25 M
3 %

217,196

SIMO
SIMO

SILICON MOTION TECHNOLOGY CO

SPONSORED ADR
$1.17 M
3 %

23,160

CXM
CXM

SPRINKLR INC

CL A
$1.15 M
3 %

137,343

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