Fund Holdings272 Capital LP

Total Portfolio Value
$37.89M
Total Bought
$5.57M
Total Sold
$70.08M
Net Transaction
-$64.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BIGCOMMERCE HLDGS INC0217,196+217,19601,2513.30%+1,251
BLACKLINE INC(BL)021,045+21,04501,0192.69%+1,019
MKS INSTRS INC(MKSI)08,955+8,95507181.89%+718
BILL HOLDINGS INC09,625+9,62504421.17%+442
VERTEX INC(VERX)010,300+10,30003610.95%+361
FLYWIRE CORPORATION(FLYW)032,200+32,20003060.81%+306
CORE SCIENTIFIC INC NEW(CORZ)030,100+30,10002180.58%+218
MAXLINEAR INC(MXL)020,000+20,00002170.57%+217
PAYONEER GLOBAL INC(PAYO)025,900+25,90001890.50%+189
REPAY HLDGS CORP030,000+30,00001670.44%+167
INSTALLED BLDG PRODS INC(IBP)0900+90001540.41%+154
TOPBUILD CORP0500+50001520.40%+152
SIMILARWEB LTD017,675+17,67501460.39%+146
JELD-WEN HLDG INC023,000+23,00001370.36%+137
RESERVOIR MEDIA INC015,000+15,0000190.05%+19
BITCOIN DEPOT INC0229,041+229,0410150.04%+15
MULTISENSOR AI HOLDINGS INC0112,500+112,500050.01%+5
ENDAVA PLC6,5009,700+3,2002011890.50%-12
EUROPEAN WAX CTR INC
CLASS A COM
1,9350-1,935130-13
KORU MEDICAL SYSTEMS INC9,5720-9,572370-37
UPLAND SOFTWARE INC8,6100-8,610370-37
TENABLE HLDGS INC(TENB)15,91516,711+7966275851.54%-42
FERROGLOBE PLC35,0000-35,0001330-133
RESERVOIR MEDIA INC15,0000-15,0001360-136
MITEK SYS INC13,0000-13,0001450-145
COUCHBASE INC64,70054,255-10,4451,0098552.26%-154
BITFARMS LTD
COM
105,0550-105,0551570-157
WAYFAIR INC(W)3,7000-3,7001640-164
ANTERIS TECHNOLOGIES GLOBAL31,5870-31,5871760-176
BITCOIN DEPOT INC254,0410-254,0411900-190
AMN HEALTHCARE SVCS INC8,4560-8,4562020-202
MULTISENSOR AI HOLDINGS INC112,5000-112,5002070-207
DOUBLEVERIFY HLDGS INC(DV)10,9000-10,9002090-209
I3 VERTICALS INC11,0000-11,0002530-253
GREEN DOT CORP35,0000-35,0003720-372
ALTA EQUIPMENT GROUP INC59,0000-59,0003860-386
QORVO INC(QRVO)6,1000-6,1004270-427
VEECO INSTRS INC DEL(VECO)15,4100-15,4104430-443
VISHAY INTERTECHNOLOGY INC(VSH)41,9570-41,9577110-711
ECOVYST INC(ECVT)127,31042,121-85,1899732610.69%-711
XPERI INC74,5350-74,5357650-765
SOLARWINDS CORP76,5670-76,5671,0910-1,091
KULICKE & SOFFA INDS INC(KLIC)25,0000-25,0001,1670-1,166
GREEN PLAINS INC(GPRE)135,8450-135,8451,2880-1,288
ENFUSION INC126,3040-126,3041,3010-1,301
MATCH GROUP INC NEW(MTCH)45,0000-45,0001,4720-1,472
SILICON MOTION TECHNOLOGY CO(SIMO)50,64723,160-27,4872,7371,1713.09%-1,566
N-ABLE INC337,481217,485-119,9963,1521,5424.07%-1,610
JAMF HLDG CORP208,356104,483-103,8732,9271,2693.35%-1,658
INTEGRAL AD SCIENCE HLDNG CO229,13783,930-145,2072,3926761.79%-1,716
COHU INC(COHU)93,69351,302-42,3912,5027551.99%-1,747
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
201,4950-201,4952,0090-2,009
SPRINKLR INC(CXM)374,111137,343-236,7683,1611,1473.03%-2,014
DEFINITIVE HEALTHCARE CORP677,940107,531-570,4092,7863110.82%-2,476
HARVARD BIOSCIENCE INC1,351,3970-1,351,3972,8510-2,851
OKTA INC(OKTA)36,2520-36,2522,8570-2,857
LOGILITY SUPPLY CHAIN SOLUTI289,8120-289,8123,2110-3,211
APPLIED DIGITAL CORP1,631,4531,631,453012,4649,16924.20%-3,296
RISKIFIED LTD717,4010-717,4013,3930-3,393
VISHAY PRECISION GROUP INC(VPG)158,48211,365-147,1173,7202740.72%-3,446
CADIZ INC1,050,000686,738-363,2625,4602,0125.31%-3,448
RAPID7 INC131,01065,000-66,0105,2711,7234.55%-3,547
BIGCOMMERCE HLDGS INC901,8170-901,8175,5190-5,519
SEQUANS COMMUNICATIONS S A4,014,2243,932,984-81,24014,0108,25921.80%-5,750
FIVE9 INC(FIVN)272,68980,000-192,68911,0822,1725.73%-8,910
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