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Asset Manager ← All Institutions

272 Capital LP

Q4 2025 · Filed 2026-02-17

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$40M

+6.0%

Holdings

-5

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

75.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
APLD	100.00%	99.17%	+0.83%	$40M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
BITF	0.00%	0.79%	-0.79%	$0
RSVRW	0.00%	0.03%	-0.03%	$0
MSAIW	0.00%	0.01%	-0.01%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	1	$40M	100.0%
Small Cap	1	$0	0.0%
Micro Cap	2	$0	0.0%

Portfolio Analytics

Avg Market Cap

$3.6B

Median Market Cap

$655M

Avg P/E

101.7

Median P/E

101.7

Avg Dividend Yield

—%

Avg Beta

2.40

# Stocks

# ETFs / Funds

Top Holdings (4 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	APLD	100.00%	1,631,453	$40M	$24.52	$3M	—	—
2	MSAIW	—%	—	—	—	-$4K	-112,500	-100.0%	SOLD
3	RSVRW	—%	—	—	—	-$13K	-15,000	-100.0%	SOLD
4	BITF	—%	—	—	—	-$296K	-105,055	-100.0%	SOLD

Sold Out Positions

Symbol	Value	% Port
MSAIW	—	—%
RSVRW	—	—%
BITF	—	—%

View SEC EDGAR Filings for 272 Capital LP →