Fund Holdings272 Capital LP

Total Portfolio Value
$296.03M
Total Bought
$95.47M
Total Sold
$49.64M
Net Transaction
+$45.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CALAMP CORP3,424,2593,424,261+21,38919,6906.65%+18,301
MODEL N INC0239,936+239,93606,0182.03%+6,018
TOWER SEMICONDUCTOR LTD(TSEM)0137,859+137,85903,7431.26%+3,743
EVERBRIDGE INC246,763365,274+118,5115,5328,8412.99%+3,309
8X8 INC NEW1,566,1581,912,239+346,0813,9476,9712.35%+3,024
RISKIFIED LTD1,983,9072,502,742+518,8358,88811,8394.00%+2,951
AVID BIOSERVICES INC110,702579,993+469,2911,0453,9471.33%+2,902
I3 VERTICALS INC117,892245,221+127,3292,4925,1451.74%+2,652
MAGNACHIP SEMICONDUCTOR CORP816,0941,106,602+290,5086,7829,4143.18%+2,632
THOUGHTWORKS HOLDING INC561,885873,039+311,1542,2924,4521.50%+2,160
LYFT INC(LYFT)0168,351+168,35102,1120.71%+2,112
DOMO INC256,528457,224+200,6962,5174,5111.52%+1,994
SILICON MOTION TECHNOLOGY CO(SIMO)49,29574,195+24,9002,5264,4271.50%+1,901
ATLANTICA SUSTAINABLE INFR P090,241+90,24101,7790.60%+1,779
BIGCOMMERCE HLDGS INC286,962498,118+211,1562,8324,6051.56%+1,773
ALPHA & OMEGA SEMICONDUCTOR(AOSL)065,040+65,04001,7060.58%+1,706
HARVARD BIOSCIENCE INC3,262,9952,939,278-323,71714,03115,7255.31%+1,694
AVIAT NETWORKS INC156,278203,411+47,1334,8766,5052.20%+1,629
DINE BRANDS GLOBAL INC032,500+32,50001,5350.52%+1,535
CRITEO S A(CRTO)94,063163,463+69,4002,7474,2011.42%+1,454
NERDY INC0456,660+456,66001,4470.49%+1,447
XPERI INC722,287801,587+79,3007,1228,5422.89%+1,420
MITEK SYS INC718,981771,585+52,6047,7079,1263.08%+1,418
VERADIGM INC0115,000+115,00001,3220.45%+1,322
ULTRA CLEAN HLDGS INC(UCTT)041,800+41,80001,2980.44%+1,298
HASHICORP INC057,900+57,90001,2670.43%+1,267
COGENT COMMUNICATIONS HLDGS017,900+17,90001,2630.43%+1,263
WHIRLPOOL CORP(WHR)010,500+10,50001,2080.41%+1,208
MESA LABS INC012,190+12,19001,1880.40%+1,188
TRONOX HOLDINGS PLC(TROX)087,500+87,50001,1760.40%+1,176
VIAVI SOLUTIONS INC(VIAV)80,400204,779+124,3797351,9000.64%+1,166
COMPASS MINERALS INTL INC(CMP)043,800+43,80001,1070.37%+1,107
ECOVYST INC(ECVT)263,379376,382+113,0032,5923,6651.24%+1,074
LUXFER HLDGS PLC0113,418+113,41801,0290.35%+1,029
Applied Digital Corp2,035,6862,035,686012,70313,7214.63%+1,018
TWILIO INC(TWLO)014,840+14,84009620.32%+962
AMER SOFTWARE INC082,542+82,54209330.32%+933
METHODE ELECTRS INC040,000+40,00009070.31%+907
Alta Equipment Group Inc070,000+70,00008130.27%+813
GREEN PLAINS INC(GPRE)153,034196,534+43,5004,6065,3741.82%+767
THE BEAUTY HEALTH COMPANY3,400185,792+182,392207820.26%+762
PROASSURANCE CORP054,420+54,42007490.25%+749
REPAY HLDGS CORP095,871+95,87106990.24%+699
FORRESTER RESH INC28,01655,916+27,9008101,5020.51%+693
ZUORA INC073,500+73,50006900.23%+690
INTEST CORP050,041+50,04106440.22%+644
TELEPHONE & DATA SYS INC(TDS)134,193167,193+33,0002,4573,0161.02%+559
TANDEM DIABETES CARE INC(TNDM)021,395+21,39504700.16%+470
ABERCROMBIE & FITCH CO04,200+4,20003710.13%+371
Portman Ridge Finance Corp020,081+20,08103630.12%+363
UPLAND SOFTWARE INC1,567,2431,670,436+103,1937,2417,5962.57%+355
IDENTIV INC30,31580,315+50,0002566000.20%+344
CPI CARD GROUP INC014,933+14,93302680.09%+268
TARGET HOSPITALITY CORP(TH)24225,821+25,57942720.09%+268
VISHAY PRECISION GROUP INC(VPG)485,278485,278016,29616,5335.59%+238
WIDEOPENWEST INC053,297+53,29702070.07%+207
EVERCOMMERCE INC(EVCM)015,324+15,32401570.05%+157
BIOTE CORP018,595+18,5950960.03%+96
EXPENSIFY INC034,439+34,4390870.03%+87
WALKME LTD1,318,5541,270,124-48,43012,50012,5644.24%+65
AIRSCULPT TECHNOLOGIES INC08,370+8,3700630.02%+63
ONESPAN INC178,218178,21801,9161,9650.66%+49
FREQUENCY ELECTRS INC04,458+4,4580490.02%+49
Bitcoin Depot Inc0254,041+254,0410390.01%+39
BRIGHTCOVE INC229,851229,85107567900.27%+34
ANGIODYNAMICS INC28,07828,07802052320.08%+27
SENSATA TECHNOLOGIES HLDG PL
SHS
0700+7000260.01%+26
MIX TELEMATICS LTD02,535+2,5350220.01%+22
MARTI TECHNOLOGIES INC087,000+87,000060.00%+6
NEXTNAV INC(NN)07,100+7,100050.00%+5
INTEVAC INC01,145+1,145050.00%+5
BANKFICIAL CORP1,6181,618014170.01%+3
GENASYS INC324,093323,503-5906516520.22%0
MARTI TECHNOLOGIES INC WTS87,0000-87,00020-2
KORU MEDICAL SYSTEMS INC833,663824,534-9,1292,2512,2490.76%-2
SPORTSMAP TECH A112,5000-112,50030-3
PROSOMNUS INC63,7500-63,75040-4
NEXTNAV EQUITY WARRANT EXP 28TH OCT 2026(NN)7,1000-7,10090-9
SILICON LABORATORIES INC(SLAB)1000-100120-12
QUANTUMSCAPE CORP(QS)2,0000-2,000130-13
RESERVOIR MEDIA INC15,0000-15,000210-21
C3 AI INC(AI)1,0000-1,000260-26
FARO TECHNOLOGIES INC65,40051,662-13,7389969700.33%-26
PHREESIA INC173,579181,187+7,6083,2423,2131.09%-29
HEALTHSTREAM INC67,13557,131-10,0041,4491,3950.47%-54
DOCGO INC18,5420-18,542990-99
COMPOSECURE INC(GPGI)248,927239,630-9,2971,6061,4630.49%-142
1STDIBS COM INC123,37963,023-60,3564493020.10%-147
QUINSTREET INC(QNST)32,4060-32,4062910-291
LILIUM NV683,6860-683,6863490-349
GARRETT MOTION INC(GTX)89,79036,245-53,5457083500.12%-357
INDIE SEMICONDUCTOR INC399,142294,972-104,1702,5152,0110.68%-504
SEQUANS COMMUNICATIONS S A(Q)11,253,44111,050,341-203,10031,84731,27210.56%-575
BANDWIDTH INC(BAND)60,5050-60,5056820-682
EVERQUOTE INC(EVER)99,9390-99,9397230-723
ADTRAN HOLDINGS INC360,555260,958-99,5972,9672,0510.69%-916
TTM TECHNOLOGIES INC(TTMI)78,4000-78,4001,0100-1,010
CELESTICA INC(CLS)43,2920-43,2921,0620-1,062
APPLIED OPTOELECTRONICS INC(AAOI)99,3000-99,3001,0890-1,089
DIGITALBRIDGE GROUP INC(DBRG)73,5510-73,5511,2930-1,293
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