Filer Name: 272 CAPITAL LP
CIK: 1841077
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 48
Portfolio Value: $0.11B

272 Capital Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SQNS US SEQUANS COMMUNICATIONS-ADR 4,014,224 $14M 13.24% 100.0% -
APLD US APPLIED DIGITAL CORP 1,631,453 $12M 11.78% 124.3% -
FIVN US FIVE9 INC 272,689 $11M 10.47% 105.5% -
BIGC US BIGCOMMERCE HOLDINGS-SER 1 901,817 $6M 5.22% 117.1% -
CDZI US CADIZ INC 1,050,000 $5M 5.16% -0.6% -
RPD US RAPID7 INC 131,010 $5M 4.98% 63.3% -
VPG US VISHAY PRECISION GROUP 158,482 $4M 3.52% 21.3% -
RSKD US RISKIFIED LTD-A 717,401 $3M 3.21% 35.1% -
LGTY US LOGILITY SUPPLY CHAIN SOLUTI 289,812 $3M 3.04% 47.5% -
CXM US SPRINKLR INC-A 374,111 $3M 2.99% 198.8% -
NABL US N-ABLE INC 337,481 $3M 2.98% 320.8% -
JAMF US JAMF HOLDING CORP 208,356 $3M 2.77% 100.0% -
HBIO US HARVARD BIOSCIENCE INC 1,351,397 $3M 2.70% 128.0% -
OKTA US OKTA INC 36,252 $3M 2.70% 264.6% -
DH US DEFINITIVE HEALTHCARE CORP 677,940 $3M 2.63% 74.0% -
SIMO US SILICON MOTION TECHNOL-ADR 50,647 $3M 2.59% 40.5% -
COHU US COHU INC 93,693 $3M 2.36% 88.2% -
IAS US INTEGRAL AD SCIENCE HOLDING 229,137 $2M 2.26% 161.9% -
G7633M120 - ROMAN DBDR ACQUISITION CORP 201,495 $2M 1.90% 100.0% -
MTCH US MATCH GROUP INC 45,000 $1M 1.39% 100.0% -
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