13F Insight
DOSSIER · 13F-HR · Q4 2025

272 Capital LP

$40M in tracked AUM across 1 positions as of Q4 2025.

2C
CIK 0001841077 · last filed Dec 31, 2025
Total AUM
$40M
as of Q4 2025
Holdings
1
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

272 Capital LP filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
APLD
APPLIED DIGITAL CORP
$40M1.6M100.0%

Filing history

2025Q4Dec 31
$40M▲ 12827.0%
1 positionsView →2025Q3Sep 30
$309K▼ 98.7%
2 positionsLocked2025Q2Jun 30
$24M▲ 91.3%
9 positionsLocked2025Q1Mar 31
$13M▼ 88.0%
24 positionsLocked2024Q4Dec 31
$106M▼ 39.5%
48 positionsLocked2024Q3Sep 30
$175M▼ 12.3%
61 positionsLocked2024Q2Jun 30
$200M▼ 20.3%
66 positionsLocked2024Q1Mar 31
$250M▼ 15.4%
71 positionsLocked2023Q4Dec 31
$296M▲ 17.7%
87 positionsLocked2023Q3Sep 30
$252M▼ 7.6%
70 positionsLocked2023Q2Jun 30
$272M▲ 12.7%
67 positionsLocked2023Q1Mar 31
$242M▲ 8.2%
59 positionsLocked
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