Ampersand Capital Group, L.P. 13F Holdings · Q2 2026
Ampersand Capital Group, L.P. reported 7 securities worth $221.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLBE (21.73%), MELI (20.21%), DASH (16.43%). Among its top 25 positions this quarter: 7 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $48.2M | 21.73% | 1.4M | Added |
| 2 | MELI | MERCADOLIBRE INC | $44.8M | 20.21% | 26,393 | Added |
| 3 | DASH | DOORDASH INC | $36.4M | 16.43% | 197,379 | Added |
| 4 | AXON | AXON ENTERPRISE INC | $28.3M | 12.76% | 50,456 | Added |
| 5 | SHOP | SHOPIFY INC | $24.3M | 10.96% | 212,763 | Added |
| 6 | PTC | PTC INC | $24.1M | 10.86% | 211,998 | Added |
| 7 | BKNG | BOOKING HOLDINGS INC | $15.6M | 7.05% | 87,625 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR