Ampersand Capital Group, L.P.

CIK 0002059671 · BURLINGAME, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Ampersand Capital Group, L.P. reported 7 positions worth $221.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GLBE (21.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$221.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	GLBE	GLOBAL E ONLINE LTD	SH	$48.2M	21.73%	1,387,274	—	—
▸ 2	MELI	MERCADOLIBRE INC	SH	$44.8M	20.21%	26,393	—	—
▸ 3	DASH	DOORDASH INC	SH	$36.4M	16.43%	197,379	—	—
▸ 4	AXON	AXON ENTERPRISE INC	SH	$28.3M	12.76%	50,456	—	—
▸ 5	SHOP	SHOPIFY INC	SH	$24.3M	10.96%	212,763	—	—
▸ 6	PTC	PTC INC	SH	$24.1M	10.86%	211,998	—	—
▸ 7	BKNG	BOOKING HOLDINGS INC	SH	$15.6M	7.05%	87,625	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ampersand Capital Group, L.P. hold as of Q2 2026?

Ampersand Capital Group, L.P. reported 7 positions worth $221.7M in its Q2 2026 13F filing. Largest positions: GLBE (21.7%), MELI (20.2%), DASH (16.4%), AXON (12.8%) and SHOP (11.0%).

What did Ampersand Capital Group, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ampersand Capital Group, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.