Institutions / Ampersand Capital Group, L.P.
Ampersand Capital Group, L.P.
CIK 2059671 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$224.33M
Positions
7
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Global E Online Ltd | $49.72M | 22.2% |
| MercadoLibre, Inc. | $41.73M | 18.6% |
| PTC Inc | $33.72M | 15.0% |
| Shopify Inc | $29.74M | 13.3% |
| DoorDash, Inc. | $28.86M | 12.9% |
| Booking Holdings Inc | $21.98M | 9.8% |
| Axon Enterprise Inc | $18.57M | 8.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.