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272 Capital LP - Portfolio Stock Holdings

272 Capital LP disclosed 5 stock positions in a recent SEC 13F filing. $40,003,228 of stock holdings were filed, with the largest holdings including APLD, MSAIW, and RSVRW. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

Report Period:

Dec. 31, 2025

No. of Stocks:

5

Est. Stock Holding Value:

$40,003,228

Top Stock Holdings By Sector

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Portfolio Stock Holdings - 272 Capital LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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