Investor
272 Capital LP
CIK 0001841077 · filed 2026-02-17 · SEC filing
13F book
$40M
Positions
1
Largest name
100.0%
Applied Digital Corp. · APLD
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Applied Digital Corp. | APLD | 1.63M | $40M | 100.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.