272 Capital LP
DALLAS, TX · CIK 1841077 · 13F filing filed 2026-02-17
Exempt reporting adviser since 2025 · limited partnership
- Private funds1 (1 hedge) · $22.6m gross assets
- Form ADV · 2026-03-31SEC adviser record
- Kindhedge funds, futures
- Others nearbyDallas, TX
As an employer
- Offices in1 country
- Private fundshedge 1
$40.0m
reported value
+1.8% vs Q3 2025
1positions
100.0%in top 10
0 new
0 added
0 reduced
4 sold out
vs Q3 2025
Holdings, Q4 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| APPLIED DIGITAL CORP APLD | $40.0m100.00% | Unchanged |
Sold out since Q3 2025
| Security | Value then |
|---|---|
| SEQUANS COMMUNICATIONS S A SQNS | $1.6m164.9k shares |
| BITFARMS LTD BITF | $296.3k105.1k shares |
| RESERVOIR MEDIA INC | $13.2k15.0k shares |
| MULTISENSOR AI HOLDINGS INC MSAIW | $4.3k112.5k shares |