Ampersand Capital Group, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ampersand Capital Group, L.P. disclosed 7 stock positions valued at approximately $221.68M as of quarter-end June 30, 2026. The largest holdings include GLOBAL E ONLINE LTD, MERCADOLIBRE INC, and DOORDASH INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $221.68M
Holdings by Sector
Ampersand Capital Group, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GLOBAL E ONLINE LTD | GLBE | Other | 21.73% | 1,387,274 | +122,368 | +9.67% | $48,180,026 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 20.21% | 26,393 | +5,872 | +28.61% | $44,799,214 |
| DOORDASH INC | DASH | Communication Services | 16.43% | 197,379 | +59,000 | +42.64% | $36,422,347 |
| AXON ENTERPRISE INC | AXON | Industrials | 12.76% | 50,456 | +2,300 | +4.78% | $28,286,138 |
| SHOPIFY INC | SHOP | Technology | 10.96% | 212,763 | +13,000 | +6.51% | $24,293,279 |
| PTC INC | PTC | Technology | 10.86% | 211,998 | +11,500 | +5.74% | $24,085,093 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 7.05% | 87,625 | +84,120 | +2400.00% | $15,618,280 |
Showing 7 of 7 holdings in the latest reporting period.