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Disclosery

272 Capital LP: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 272 Capital LP on APLD, newest first. How the timeline and the estimate are built.

272 Capital LP held 1,631,453 APLD shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,631,453 shares
    Change vs previous 13F 0 shares

    100% of the 13F portfolio, value $40,003,228.

    13F-HR 0001493152-26-007098 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 1,631,453 shares
    Change vs previous 13F 0 shares

    95.23% of the 13F portfolio, value $37,425,531.

    13F-HR 0001493152-25-023411 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,631,453 shares
    Change vs previous 13F 0 shares

    67.44% of the 13F portfolio, value $16,428,732.

    13F-HR 0001641172-25-023992 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,631,453 shares
    Change vs previous 13F 0 shares

    24.2% of the 13F portfolio, value $9,168,766.

    13F-HR 0001641172-25-011060 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,631,453 shares
    Change vs previous 13F 0 shares

    11.78% of the 13F portfolio, value $12,464,301.

    13F-HR 0001493152-25-006817 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F/A 1,631,453 shares
    Change vs previous 13F 0 shares

    7.69% of the 13F portfolio, value $13,459,487.

    13F-HR/A 0001493152-24-048741 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 1,631,453 shares
    Change vs previous 13F -404,233 shares

    4.86% of the 13F portfolio, value $9,707,145.

    13F-HR 0001841077-24-000006 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 2,035,686 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $8,712,736.

    13F-HR 0001841077-24-000005 filed by 272 Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).