272 Capital LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$24.4B
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 1,631,453 | $16.4B | 67.44% | |
| 2 | SQNSSEQUANS COMMUNICATIONS S A | 3,932,984 | $5.8B | 23.73% | |
| 3 | CXMSPRINKLR INC | 139,657 | $1.2B | 4.85% | |
| 4 | RSKDRISKIFIED LTD | 60,750 | $303.1M | 1.24% | |
| 5 | TENBTENABLE HLDGS INC | 8,434 | $284.9M | 1.17% | |
| 6 | CDZICADIZ INC | 89,936 | $268.9M | 1.10% | |
| 7 | BITFBITFARMS LTD | 105,055 | $88.2M | 0.36% | |
| 8 | RSVRWRESERVOIR MEDIA INC | 15,000 | $18.8M | 0.08% | |
| 9 | MSAIWMULTISENSOR AI HOLDINGS INC | 112,500 | $3.4M | 0.01% |