StockDriftsStockDriftsTop 1 272 Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 100% | 1.63M | $40.0M | +0.00%(+0) | $1.32(+2239.14%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.10% | +40.87% | — | — | +7.12% |
| Top 20 Holdings Unweighted | +5.03% | +15.85% | — | — | -14.33% |
272 Capital Lp reports $40.00M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is APLD (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +40.87% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
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Holdings on this page are parsed from 272 Capital Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841077). View 272 Capital Lp’s 13F filings on SEC