TapewireAll managers ↗

Institutional portfolios / 13F

272 Capital LP

A closer look at the portfolio, one quarter at a time.

Export portfolio ↓ Export quarterly changes ↓

Portfolio snapshot

Q4 2025

Reported portfolio value
$40,003,228
As of December 31, 2025
Positions
1
Across disclosed securities
Top 5 weight
100.0%
Share of reported value

View SEC filing · Published 2026-02-17 16:05 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
APPLIED DIGITAL CORPCOM NEW · APLD
Holding details

Reported CUSIP: 038169207

Issuer filings on SEC

Reported row 1 · 0001493152-26-007098

Quarterly change unavailable. Security identity or split coverage is incomplete.

1,631,453 SH $40,003,228 100.00%100.00% —Comparison unavailable