272 Capital LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
272 Capital LP disclosed 5 US equity positions worth $39.3m in its Q3 2025 13F filing. The largest position was APLD at 95.2% of the reported book, followed by SEQUANS COMMUNICATIONS S A and 1B2. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 5 holdings.
What did 272 Capital LP own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APLD APPLIED DIGITAL CORP | Technology | 95.2% | $37.4m | 1,631,453 | 0% | held |
| 2 | SEQUANS COMMUNICATIONS S A | 4.0% | $1.6m | 164,858 | – | new | |
| 3 | 1B2 BITFARMS LTD | 0.8% | $296.3k | 105,055 | 0% | held | |
| 4 | RESERVOIR MEDIA INC | 0.0% | $13.2k | 15,000 | 0% | held | |
| 5 | MULTISENSOR AI HOLDINGS INC | 0.0% | $4.3k | 112,500 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.