Fund Holdings272 Capital LP

Total Portfolio Value
$251.52M
Total Bought
$76.95M
Total Sold
$76.76M
Net Transaction
+$193.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LIVEVOX HOLDINGS INC03,726,276+3,726,276012,4464.95%+12,446
SEQUANS COMMUNICATIONS S A(Q)9,133,30011,253,441+2,120,14120,36731,84712.66%+11,480
XPERI INC0722,287+722,28707,1222.83%+7,122
ALTERYX INC47,900144,698+96,7982,1755,4542.17%+3,279
PHREESIA INC0173,579+173,57903,2421.29%+3,242
DOMO INC0256,528+256,52802,5171.00%+2,517
INDIE SEMICONDUCTOR INC0399,142+399,14202,5151.00%+2,515
I3 VERTICALS INC0117,892+117,89202,4920.99%+2,492
TELEPHONE & DATA SYSTEMS INC(TDS)0134,193+134,19302,4570.98%+2,457
UPLAND SOFTWARE INC1,542,2431,567,243+25,0005,5527,2412.88%+1,689
PLANET FITNESS INC(PLNT)21,60063,700+42,1001,4573,1331.25%+1,676
CONDUENT INC0477,859+477,85901,6630.66%+1,663
MITEK SYSTEMS INC557,735718,981+161,2466,0467,7073.06%+1,662
COMPOSECURE INC(GPGI)0248,927+248,92701,6060.64%+1,606
HEALTHSTREAM INC067,135+67,13501,4490.58%+1,449
HARMONIC INC(HLIT)0144,983+144,98301,3960.56%+1,396
AVIAT NETWORKS INC104,989156,278+51,2893,5034,8761.94%+1,372
APPLIED OPTOELECTRONICS INC(AAOI)099,300+99,30001,0890.43%+1,089
CELESTICA INC(CLS)043,292+43,29201,0620.42%+1,062
TTM TECHNOLOGIES INC(TTMI)078,400+78,40001,0100.40%+1,010
FARO TECHNOLOGIES INC065,400+65,40009960.40%+996
WALKME LTD1,209,7561,318,554+108,79811,61412,5004.97%+886
ONESPAN INC78,218178,218+100,0001,1611,9160.76%+755
GRID DYNAMICS HOLDINGS INC420,887380,463-40,4243,8934,6341.84%+741
CADIZ INC3,264,4464,227,142+962,69613,25413,9925.56%+738
EVERQUOTE INC(EVER)099,939+99,93907230.29%+723
GARRETT MOTION INC(GTX)089,790+89,79007080.28%+708
BANDWIDTH INC(BAND)060,505+60,50506820.27%+682
GENASYS INC0324,093+324,09306510.26%+651
LANDSEA HOMES CORP110,724159,110+48,3861,0341,4300.57%+396
GREEN PLAINS INC(GPRE)130,623153,034+22,4114,2114,6061.83%+395
LILIUM NV0683,686+683,68603490.14%+349
QUINSTREET INC(QNST)032,406+32,40602910.12%+291
ANGIODYNAMICS INC028,078+28,07802050.08%+205
EVERBRIDGE INC200,443246,763+46,3205,3925,5322.20%+141
DOCGO INC018,542+18,5420990.04%+99
C3 AI INC(AI)01,000+1,0000260.01%+26
AVID BIOSERVICES INC72,981110,702+37,7211,0201,0450.42%+25
THE BEAUTY HEALTH COMPANY03,400+3,4000200.01%+20
QUANTUMSCAPE CORP(QS)02,000+2,0000130.01%+13
SILICON LABORATORIES INC(SLAB)0100+1000120.00%+12
TARGET HOSPITALITY CORP(TH)0242+242040.00%+4
NEXTNAV EQUITY WARRANT EXP 28TH OCT 2026(NN)7,1007,1000590.00%+4
MARTI TECHNOLOGIES INC WTS087,000+87,000020.00%+2
BANKFINANCIAL CORP1,6181,618013140.01%+1
PROSOMNUS INC63,75063,7500540.00%-1
SPORTSMAP TECH A112,500112,5000430.00%-1
RESERVOIR MEDIA INC15,00015,000022210.01%-1
GALATA ACQUISITION CORP87,0000-87,00050-5
DIGIMARC CORP(Put)3840-38490-9
AMERICAN EAGLE OUTFITTERS IN3,8000-3,800450-45
COLOMBIER ACQUISITION CORP60,0000-60,000460-46
THOUGHTWORKS HOLDING INC311,100561,885+250,7852,3492,2920.91%-56
FORRESTER RESEARCH INC30,41328,016-2,3978858100.32%-75
HAVERTY FURNITURE COS INC4,5340-4,5341370-137
BRIGHTCOVE INC229,851229,85109227560.30%-165
CRITEO S A(CRTO)89,06394,063+5,0003,0052,7471.09%-258
MAGNACHIP SEMICONDUCTOR CORP629,894816,094+186,2007,0426,7822.70%-260
ADTRAN HOLDINGS INC307,400360,555+53,1553,2372,9671.18%-270
MATRIX SERVICE CO62,7360-62,7363700-370
ECOVYST INC(ECVT)263,868263,379-4893,0242,5921.03%-432
ADEIA INC(ADEA)40,9950-40,9954510-451
COMPOSECURE INC(GPGI)68,2220-68,2224680-468
KORU MEDICAL SYSTEMS INC811,925833,663+21,7382,8012,2510.89%-550
CONSOLIDATED COMMUNICATIONS HOLDINGS INC153,1000-153,1005860-586
1STDIBS.COM INC287,581123,379-164,2021,0764490.18%-626
ALLOT LTD198,8430-198,8436280-628
THE ARENA GROUP HOLDINGS INC2,149,6412,149,64109,8459,2003.66%-645
UBIQUITI INC(UI)3,8000-3,8006680-668
GARRETT MOTION INC89,7900-89,7906800-680
IDENTIV INC117,03930,315-86,7249842560.10%-728
VIAVI SOLUTIONS INC(VIAV)129,40080,400-49,0001,4667350.29%-731
SEMTECH CORP(SMTC)39,3680-39,3681,0020-1,002
ARDAGH METAL PACKAGING S A
SHS
291,1000-291,1001,0950-1,095
DOLE PLC(DOLE)86,1650-86,1651,1650-1,165
8X8 INC1,271,9771,566,158+294,1815,3803,9471.57%-1,434
AVEPOINT INC253,3600-253,3601,4590-1,459
VALENS SEMICONDUCTOR LTD594,1810-594,1811,5030-1,503
RISKIFIED LTD2,142,9121,983,907-159,00510,4158,8883.53%-1,527
ECHOSTAR CORP(SATS)88,7000-88,7001,5380-1,538
FERROGLOBE PLC337,9860-337,9861,6120-1,612
VISHAY PRECISION GROUP INC(VPG)485,278485,278018,02816,2966.48%-1,732
DIGITALBRIDGE GROUP INC(DBRG)237,23173,551-163,6803,4901,2930.51%-2,197
CALAMP CORP3,424,2593,424,25903,6301,3890.55%-2,241
MARQETA INC(MQ)509,5130-509,5132,4810-2,481
Q2 HOLDINGS INC(QTWO)86,6940-86,6942,6790-2,679
HARVARD BIOSCIENCE INC3,062,9633,262,995+200,03216,81614,0315.58%-2,785
BIGCOMMERCE HOLDINGS INC564,822286,962-277,8605,6202,8321.13%-2,788
GREAT LAKES DREDGE & DOCK CORP370,3070-370,3073,0220-3,022
TURNING POINT BRANDS INC(TPB)194,3720-194,3724,6670-4,667
SILICON MOTION TECHNOLOGY CO(SIMO)100,63549,295-51,3407,2322,5261.00%-4,705
APPLIED DIGITAL CORP2,035,6862,035,686019,03412,7035.05%-6,331
THERMON GROUP HLDGS INC(THR)291,4410-291,4417,7520-7,752
XPERI INC664,7780-664,7788,7420-8,742
BABCOCK & WILCOX ENTERPRISES INC(BW)2,062,741704,721-1,358,02012,1702,9671.18%-9,203
LIVEVOX HOLDING INC3,706,7760-3,706,77610,1940-10,194
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