272 Capital LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · this is the latest filing on record
272 Capital LP disclosed 1 US equity positions worth $40.0m in its Q4 2025 13F filing. The largest position was APLD at 100.0% of the reported book. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 1 holdings.
What did 272 Capital LP own in Q4 2025? Top 1 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APLD APPLIED DIGITAL CORP | Technology | 100.0% | $40.0m | 1,631,453 | 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.