Fund Holdings272 Capital LP

Total Portfolio Value
$250.44M
Total Bought
$109.46M
Total Sold
$93.16M
Net Transaction
+$16.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ALTA EQUIPMENT GROUP INC70,0001,216,185+1,146,18581315,7506.29%+14,937
CORE SCIENTIFIC INC NEW(CORZ)01,606,366+1,606,36605,6872.27%+5,687
GREEN PLAINS INC(GPRE)196,534399,512+202,9785,3749,2373.69%+3,863
ONESPAN INC178,218498,428+320,2101,9655,7972.31%+3,832
ZUORA INC73,500489,148+415,6486904,4611.78%+3,771
TWILIO INC(TWLO)14,84075,989+61,1499624,6471.86%+3,685
ALPHA & OMEGA SEMICONDUCTOR(AOSL)65,040232,095+167,0551,7065,1152.04%+3,410
FERROGLOBE PLC0570,683+570,68302,8421.13%+2,842
AMER SOFTWARE INC82,542320,864+238,3229333,6741.47%+2,741
PAYONEER GLOBAL INC(PAYO)0523,500+523,50002,5441.02%+2,544
TERADATA CORP DEL(TDC)063,400+63,40002,4520.98%+2,452
SILICON MOTION TECHNOLOGY CO(SIMO)74,19589,333+15,1384,4276,8732.74%+2,446
INTEGRAL AD SCIENCE HLDNG CO0239,078+239,07802,3840.95%+2,384
ANTERIX INC(ATEX)061,678+61,67802,0730.83%+2,073
LIGHTSPEED COMMERCE INC(LSPD)0145,398+145,39802,0440.82%+2,044
JAMF HLDG CORP0107,446+107,44601,9720.79%+1,972
AVIAT NETWORKS INC203,411212,311+8,9006,5058,1403.25%+1,635
AVID BIOSERVICES INC579,993809,993+230,0003,9475,4272.17%+1,480
VEECO INSTRS INC DEL(VECO)040,000+40,00001,4070.56%+1,407
VIVID SEATS INC0215,800+215,80001,2930.52%+1,293
ENFUSION INC0137,180+137,18001,2690.51%+1,269
CLEARFIELD INC038,996+38,99601,2030.48%+1,203
CALIX INC(CALX)034,470+34,47001,1430.46%+1,143
I3 VERTICALS INC245,221272,751+27,5305,1456,2432.49%+1,099
MATCH GROUP INC NEW(MTCH)026,998+26,99809790.39%+979
ENDAVA PLC022,000+22,00008370.33%+837
COHU INC(COHU)024,654+24,65408220.33%+822
RISKIFIED LTD2,502,7422,332,543-170,19911,83912,6195.04%+780
LIFECORE BIOMEDICAL INC0145,459+145,45907720.31%+772
ISHARES BITCOIN TR(IBIT)018,100+18,10006240.25%+624
VISHAY PRECISION GROUP INC(VPG)485,278485,278016,53317,1456.85%+611
TOWER SEMICONDUCTOR LTD(TSEM)137,859129,330-8,5293,7434,3261.73%+584
SOLAREDGE TECHNOLOGIES INC(SEDG)08,150+8,15005780.23%+578
CALAMP CORP0148,874+148,87404820.19%+482
CAREDX INC(CDNA)042,575+42,57504510.18%+451
AKOUSTIS TECHNOLOGIES INC0745,452+745,45204410.18%+441
EVERQUOTE INC(EVER)023,721+23,72104400.18%+440
NERDY INC456,660591,660+135,0001,4471,7220.69%+274
MULTISENSOR AI HOLDINGS INC0112,500+112,50002540.10%+254
LOANDEPOT INC088,307+88,30702290.09%+229
AUGMEDIX INC038,402+38,40202150.09%+215
SMARTSHEET INC04,981+4,98101920.08%+192
BITCOIN DEPOT INC254,041254,0410392250.09%+187
EVERCOMMERCE INC(EVCM)15,32434,781+19,4571573280.13%+171
INTERDIGITAL INC(IDCC)01,323+1,32301410.06%+141
LENDINGTREE INC NEW03,000+3,00001270.05%+127
RESERVOIR MEDIA INC015,000+15,00001190.05%+119
NEXTNAV INC(NN)07,100+7,1000150.01%+15
INTEVAC INC1,1450-1,14550-5
NEXTNAV INC(NN)7,1000-7,10050-5
MARTI TECHNOLOGIES INC87,0000-87,00060-6
BANKFICIAL CORP1,6180-1,618170-17
MIX TELEMATICS LTD2,5350-2,535220-22
SENSATA TECHNOLOGIES HLDG PL
SHS
7000-700260-26
FREQUENCY ELECTRS INC4,4580-4,458490-49
AIRSCULPT TECHNOLOGIES INC8,3700-8,370630-63
EXPENSIFY INC34,4390-34,439870-87
BIOTE CORP18,5950-18,595960-96
THE ARENA GROUP HOLDINGS INC000000
MODEL N INC239,936205,195-34,7416,0185,8422.33%-176
FARO TECHNOLOGIES INC51,66236,629-15,0339707880.31%-182
WIDEOPENWEST INC53,2970-53,2972070-207
ANGIODYNAMICS INC28,0780-28,0782320-232
BABCOCK & WILCOX ENTERPRISES(BW)0704,721+704,72107960.32%+796
CPI CARD GROUP INC14,9331,568-13,365268280.01%-240
BIGCOMMERCE HLDGS INC498,118631,804+133,6864,6054,3531.74%-252
TARGET HOSPITALITY CORP(TH)25,8210-25,8212720-272
1STDIBS COM INC63,0230-63,0233020-302
GARRETT MOTION INC(GTX)36,2450-36,2453500-350
Portman Ridge Finance Corp20,0810-20,0813630-363
ABERCROMBIE & FITCH CO4,2000-4,2003710-371
XPERI INC801,587677,096-124,4918,5428,1663.26%-376
CADIZ INC03,961,443+3,961,443011,4884.59%+11,488
TANDEM DIABETES CARE INC(TNDM)21,3950-21,3954700-470
KORU MEDICAL SYSTEMS INC824,534743,073-81,4612,2491,7540.70%-496
IDENTIV INC80,3150-80,3156000-600
INTEST CORP50,0410-50,0416440-644
GENASYS INC323,5030-323,5036520-652
COMPOSECURE INC(GPGI)239,630111,351-128,2791,4638050.32%-658
REPAY HLDGS CORP95,8710-95,8716990-699
PROASSURANCE CORP54,4200-54,4207490-749
THE BEAUTY HEALTH COMPANY185,7920-185,7927820-782
ALTERYX INC000000
BRIGHTCOVE INC229,8510-229,8517900-790
ECOVYST INC(ECVT)376,382248,891-127,4913,6652,7751.11%-890
METHODE ELECTRS INC40,0000-40,0009070-907
LUXFER HLDGS PLC113,4180-113,4181,0290-1,029
COMPASS MINERALS INTL INC(CMP)43,8000-43,8001,1070-1,107
INDIE SEMICONDUCTOR INC294,972119,732-175,2402,0118480.34%-1,163
CRITEO S A(CRTO)163,46386,257-77,2064,2013,0251.21%-1,176
TRONOX HOLDINGS PLC(TROX)87,5000-87,5001,1760-1,176
MESA LABS INC12,1900-12,1901,1880-1,188
WHIRLPOOL CORP(WHR)10,5000-10,5001,2080-1,208
COGENT COMMUNICATIONS HLDGS17,9000-17,9001,2630-1,263
HASHICORP INC57,9000-57,9001,2670-1,267
WALKME LTD1,270,1241,311,624+41,50012,56411,2804.50%-1,284
ULTRA CLEAN HLDGS INC(UCTT)41,8000-41,8001,2980-1,298
VERADIGM INC115,0000-115,0001,3220-1,322
HEALTHSTREAM INC57,1310-57,1311,3950-1,395
FORRESTER RESH INC55,9160-55,9161,5020-1,502
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