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272 Capital LP logo

272 Capital LP

CIK: 1841077

Last 13F

Feb 17, 2026

Next 13F

Nov 16, 2026 · in 12 days

13F Portfolio Value

$40M

Not total AUM

New Positions

0

Increased

0

Decreased

0

Holdings (1)

Q4 2025 13F, quarter ended Dec 31, 2025, filed Feb 17, 2026

  • APPLIED DIGITAL CORP logo
    APLD

    APPLIED DIGITAL CORP

    $40M

    1.63M sh100.00%+0.0%

1-1 of 1

Sector Allocation

SEC Filings

FormDescriptionFiled

About 272 Capital LP

272 Capital LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1841077). Signal8 holds 13 13F filings from it.

Its most recent 13F holdings report covers Q4 2025 (the quarter ended Dec 31, 2025) and was filed on Feb 17, 2026. That report lists 1 security, not counting options, down from 5 in Q3 2025. No later 13F holdings report is on file.

Its largest reported position is APPLIED DIGITAL CORP (APLD).

Recent 13F filings by 272 Capital LP

  • Q4 2025: 13F-HR filed Feb 17, 2026, listing 1 security.
  • Q3 2025: 13F-HR filed Nov 14, 2025, listing 5 securities.
  • Q2 2025: 13F-HR filed Aug 14, 2025, listing 9 securities.
  • Q1 2025: 13F-HR filed May 15, 2025, listing 34 securities.
  • Q4 2024: 13F-HR filed Feb 14, 2025, listing 48 securities.
  • Q3 2024: 13F-HR/A filed Dec 4, 2024, listing 61 securities.

What a Form 13F does and does not show