Fund Holdings272 Capital LP

Total Portfolio Value
$105.80M
Total Bought
$31.32M
Total Sold
$104.47M
Net Transaction
-$73.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SEQUANS COMMUNICATIONS S A04,014,224+4,014,224014,01013.24%+14,010
LOGILITY SUPPLY CHAIN SOLUTI0289,812+289,81203,2113.04%+3,211
JAMF HLDG CORP0208,356+208,35602,9272.77%+2,927
FIVE9 INC(FIVN)297,880272,689-25,1918,55811,08210.47%+2,524
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
0201,495+201,49502,0091.90%+2,009
OKTA INC(OKTA)16,70036,252+19,5521,2412,8572.70%+1,615
MATCH GROUP INC NEW(MTCH)045,000+45,00001,4721.39%+1,472
KULICKE & SOFFA INDS INC(KLIC)025,000+25,00001,1671.10%+1,167
ECOVYST INC(ECVT)0127,310+127,31009730.92%+973
SPRINKLR INC(CXM)309,248374,111+64,8632,3903,1612.99%+771
VISHAY INTERTECHNOLOGY INC(VSH)041,957+41,95707110.67%+711
TENABLE HLDGS INC(TENB)015,915+15,91506270.59%+627
QORVO INC(QRVO)06,100+6,10004270.40%+427
VEECO INSTRS INC DEL(VECO)1,52215,410+13,888504430.42%+392
GREEN DOT CORP035,000+35,00003720.35%+372
N-ABLE INC221,663337,481+115,8182,8953,1522.98%+257
AMN HEALTHCARE SVCS INC08,456+8,45602020.19%+202
ANTERIS TECHNOLOGIES GLOBAL031,587+31,58701760.17%+176
RESERVOIR MEDIA INC15,00015,00001221360.13%+14
BITCOIN DEPOT INC254,041254,04101841900.18%+7
BJS RESTAURANTS INC(BJRI)1000-10030-3
ENFUSION INC139,180126,304-12,8761,3211,3011.23%-20
MOBILEYE GLOBAL INC(MBLY)1,6130-1,613220-22
FARO TECHNOLOGIES INC1,5000-1,500290-29
MULTISENSOR AI HOLDINGS INC112,500112,50002432070.20%-36
PULMONX CORP5,7300-5,730480-48
BITFARMS LTD
COM
105,055105,05502221570.15%-65
APPIAN CORP(APPN)2,0000-2,000680-68
VIAVI SOLUTIONS INC(VIAV)10,0000-10,000900-90
8X8 INC NEW72,3020-72,3021470-147
EVENTBRITE INC93,2280-93,2282550-255
EUROPEAN WAX CTR INC
CLASS A COM
41,8271,935-39,892284130.01%-272
BANDWIDTH INC(BAND)22,9770-22,9774020-402
INTEGRAL AD SCIENCE HLDNG CO263,234229,137-34,0972,8462,3922.26%-453
INDIE SEMICONDUCTOR INC128,0210-128,0215110-511
CERTARA INC(CERT)50,0000-50,0005860-585
MAGNITE INC(MGNI)43,2000-43,2005980-598
BIGCOMMERCE HLDGS INC1,060,455901,817-158,6386,2045,5195.22%-685
LIFECORE BIOMEDICAL INC143,4800-143,4807070-707
MITEK SYS INC99,14213,000-86,1428601450.14%-715
KORU MEDICAL SYSTEMS INC302,1159,572-292,543825370.03%-788
H & E EQUIPMENT SERVICES INC20,0000-20,0009740-974
APPLIED DIGITAL CORP1,631,4531,631,453013,45912,46411.78%-995
ELASTIC N V
ORD SHS
14,3800-14,3801,1040-1,104
INTERNATIONAL MNY EXPRESS IN60,2000-60,2001,1130-1,113
DOMO INC157,4650-157,4651,1830-1,183
HARVARD BIOSCIENCE INC1,535,8201,351,397-184,4234,1312,8512.70%-1,280
UPLAND SOFTWARE INC541,0188,610-532,4081,347370.04%-1,310
AVIAT NETWORKS INC69,1380-69,1381,4950-1,495
COHU INC(COHU)157,15093,693-63,4574,0392,5022.36%-1,537
RISKIFIED LTD1,054,109717,401-336,7084,9863,3933.21%-1,593
FERROGLOBE PLC403,50135,000-368,5011,8721330.13%-1,739
TELEPHONE & DATA SYS INC(TDS)86,8620-86,8622,0200-2,020
DOUBLEVERIFY HLDGS INC(DV)141,03910,900-130,1392,3752090.20%-2,166
DEFINITIVE HEALTHCARE CORP1,114,080677,940-436,1404,9802,7862.63%-2,194
WAYFAIR INC(W)44,0533,700-40,3532,4751640.16%-2,311
ALTA EQUIPMENT GROUP INC415,48959,000-356,4892,8003860.36%-2,415
GREEN PLAINS INC(GPRE)278,637135,845-142,7923,7731,2881.22%-2,485
VISHAY PRECISION GROUP INC(VPG)247,501158,482-89,0196,4103,7203.52%-2,691
COUCHBASE INC230,74764,700-166,0473,7201,0090.95%-2,711
XPERI INC380,04574,535-305,5103,5127650.72%-2,746
BILL HOLDINGS INC52,0760-52,0762,7480-2,748
RAPID7 INC215,287131,010-84,2778,5885,2714.98%-3,317
SILICON MOTION TECHNOLOGY CO(SIMO)101,39150,647-50,7446,1582,7372.59%-3,421
SOLARWINDS CORP350,42776,567-273,8604,5731,0911.03%-3,482
ENDAVA PLC145,1466,500-138,6463,7072010.19%-3,506
TWILIO INC(TWLO)54,8720-54,8723,5790-3,579
BLACKLINE INC(BL)68,4370-68,4373,7740-3,774
LIVERAMP HLDGS INC(RAMP)157,9620-157,9623,9140-3,914
ZUORA INC493,5270-493,5274,2540-4,254
I3 VERTICALS INC256,31411,000-245,3145,4622530.24%-5,209
CADIZ INC3,522,5821,050,000-2,472,58210,6735,4605.16%-5,213
AMER SOFTWARE INC546,9930-546,9936,1210-6,121
SEQUANS COMMUNICATIONS S A(Q)10,035,5680-10,035,56811,9420-11,942
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