Fund Holdings272 Capital LP

Total Portfolio Value
$174.97M
Total Bought
$33.57M
Total Sold
$57.76M
Net Transaction
-$24.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SEQUANS COMMUNICATIONS S A(Q)10,035,56810,035,56805,01811,9426.83%+6,925
LIVERAMP HLDGS INC(RAMP)0157,962+157,96203,9142.24%+3,914
APPLIED DIGITAL CORP1,631,4531,631,45309,70713,4597.69%+3,752
COUCHBASE INC0230,747+230,74703,7202.13%+3,720
AMER SOFTWARE INC438,701546,993+108,2924,0056,1213.50%+2,116
COHU INC(COHU)58,654157,150+98,4961,9414,0392.31%+2,097
ENDAVA PLC56,628145,146+88,5181,6563,7072.12%+2,051
RAPID7 INC161,438215,287+53,8496,9798,5884.91%+1,609
DEFINITIVE HEALTHCARE CORP637,3141,114,080+476,7663,4804,9802.85%+1,500
OKTA INC(OKTA)016,700+16,70001,2410.71%+1,241
BLACKLINE INC(BL)52,33068,437+16,1072,5353,7742.16%+1,238
INTERNATIONAL MNY EXPRESS IN060,200+60,20001,1130.64%+1,113
ELASTIC N V
ORD SHS
014,380+14,38001,1040.63%+1,104
H & E EQUIPMENT SERVICES INC020,000+20,00009740.56%+974
SILICON MOTION TECHNOLOGY CO(SIMO)65,299101,391+36,0925,2896,1583.52%+870
MAGNITE INC(MGNI)043,200+43,20005980.34%+598
LIFECORE BIOMEDICAL INC23,478143,480+120,0021207070.40%+587
CERTARA INC(CERT)050,000+50,00005860.33%+586
INDIE SEMICONDUCTOR INC0128,021+128,02105110.29%+511
WAYFAIR INC(W)38,08844,053+5,9652,0082,4751.41%+467
ZUORA INC385,326493,527+108,2013,8264,2542.43%+428
EUROPEAN WAX CTR INC
CLASS A COM
041,827+41,82702840.16%+284
EVENTBRITE INC093,228+93,22802550.15%+255
MULTISENSOR AI HOLDINGS INC0112,500+112,50002430.14%+243
BITFARMS LTD
COM
0105,055+105,05502220.13%+222
BITCOIN DEPOT INC0254,041+254,04101840.10%+184
ENFUSION INC139,180139,18001,1861,3210.75%+135
RESERVOIR MEDIA INC015,000+15,00001220.07%+122
VEECO INSTRS INC DEL(VECO)01,522+1,5220500.03%+50
PULMONX CORP05,730+5,7300480.03%+48
SPRINKLR INC(CXM)244,500309,248+64,7482,3522,3901.37%+38
MOBILEYE GLOBAL INC(MBLY)01,613+1,6130220.01%+22
KORU MEDICAL SYSTEMS INC308,280302,115-6,1658178250.47%+8
LEVI STRAUSS & CO NEW(LEVI)1,8000-1,800350-35
BILL HOLDINGS INC53,96552,076-1,8892,8402,7481.57%-92
N-ABLE INC196,209221,663+25,4542,9882,8951.65%-93
INTEGRAL AD SCIENCE HLDNG CO304,254263,234-41,0202,9572,8461.63%-112
RESERVOIR MEDIA INC15,0000-15,0001190-118
MISTER CAR WASH INC
COM
16,6510-16,6511190-119
BANDWIDTH INC(BAND)31,59822,977-8,6215334020.23%-131
ECOVYST INC(ECVT)15,0000-15,0001350-135
MULTISENSOR AI HOLDINGS INC112,5000-112,5001850-184
MAGNACHIP SEMICONDUCTOR CORP37,9660-37,9661850-185
I3 VERTICALS INC256,021256,314+2935,6535,4623.12%-191
BITCOIN DEPOT INC254,0410-254,0412080-208
CADIZ INC3,522,5823,522,582010,88510,6736.10%-211
HARVARD BIOSCIENCE INC1,535,8201,535,82004,3774,1312.36%-246
ADVISORSHARES TR
PURE US CANN ETF
37,7910-37,7912770-277
POTBELLY CORP36,2230-36,2232910-291
LOANDEPOT INC183,1900-183,1903020-302
BLADE AIR MOBILITY INC96,9120-96,9123370-337
FERROGLOBE PLC413,255403,501-9,7542,2151,8721.07%-343
TELEPHONE & DATA SYS INC(TDS)117,13686,862-30,2742,4282,0201.15%-409
SOLARWINDS CORP417,633350,427-67,2065,0324,5732.61%-459
ISHARES BITCOIN TR(IBIT)14,1000-14,1004810-481
UPLAND SOFTWARE INC738,421541,018-197,4031,8391,3470.77%-492
SIMILARWEB LTD68,0360-68,0365290-529
DOUBLEVERIFY HLDGS INC(DV)152,200141,039-11,1612,9632,3751.36%-588
VIAVI SOLUTIONS INC(VIAV)110,00010,000-100,000756900.05%-665
TWILIO INC(TWLO)75,98954,872-21,1174,3173,5792.05%-738
8X8 INC NEW423,35872,302-351,0569401470.08%-792
FARO TECHNOLOGIES INC56,7291,500-55,229908290.02%-879
BIGCOMMERCE HLDGS INC884,7501,060,455+175,7057,1316,2043.55%-927
COGNEX CORP(CGNX)23,8000-23,8001,1130-1,113
ALTA EQUIPMENT GROUP INC489,742415,489-74,2533,9382,8001.60%-1,137
BJS RESTAURANTS INC(BJRI)33,800100-33,7001,17330.00%-1,170
XPERI INC601,240380,045-221,1954,9363,5122.01%-1,425
MATCH GROUP INC NEW(MTCH)55,1980-55,1981,6770-1,677
PEGASYSTEMS INC(PEGA)30,7370-30,7371,8610-1,861
AVID BIOSERVICES INC264,5400-264,5401,8890-1,889
DOMO INC416,464157,465-258,9993,2151,1830.68%-2,033
ANTERIX INC(ATEX)52,3080-52,3082,0710-2,071
APPIAN CORP(APPN)70,6212,000-68,6212,179680.04%-2,111
JAMF HLDG CORP151,9320-151,9322,5070-2,507
MITEK SYS INC322,88599,142-223,7433,6108600.49%-2,750
TOWER SEMICONDUCTOR LTD(TSEM)73,1500-73,1502,8760-2,876
RISKIFIED LTD1,253,0941,054,109-198,9858,0074,9862.85%-3,021
GREEN PLAINS INC(GPRE)440,058278,637-161,4216,9793,7732.16%-3,207
AVIAT NETWORKS INC166,37269,138-97,2344,7731,4950.85%-3,278
TERADATA CORP DEL(TDC)99,9030-99,9033,4530-3,453
THOUGHTWORKS HOLDING INC1,423,5690-1,423,5694,0430-4,043
FIVE9 INC(FIVN)288,491297,880+9,38912,7228,5584.89%-4,164
VISHAY PRECISION GROUP INC(VPG)448,225247,501-200,72413,6446,4103.66%-7,234
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