Ampersand Capital Group, L.P. — 13F Holdings

2026 Q2  ·  7 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Ampersand Capital Group, L.P. maintained a portfolio of 7 distinct positions. They heavily accumulated shares in DOORDASH INC, increasing the position by 42.6%.
Position History hover any row below to update
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Ampersand Capital Group, L.P. Wellesley, MA Private Equity / Growth Equity AUM $222M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q2
Top Holding
GLBE (21.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLBE
GLOBAL E ONLINE...
Consumer Cyclical 21.73% 21.35% #1
Prev: #1
8.0
—
122,368 9.7%
P
S
1,387,274 $48,180,026 2025 Q1 13F Filing 2026-06-30 2026-08-14
MELI
MERCADOLIBRE I...
Consumer Cyclical 20.21% 19.41% #2
Prev: #2
8.0
—
5,872 28.6%
P
S
26,393 $44,799,214 2025 Q1 13F Filing 2026-06-30 2026-08-14
DASH
DOORDASH INC
Consumer Cyclical 16.43% 11.37% #3 2
Prev: #5
7.5
—
59,000 42.6%
P
S
197,379 $36,422,347 2025 Q1 13F Filing 2026-06-30 2026-08-14
AXON
AXON ENTERPRISE...
Industrials 12.76% 11.19% #4 2
Prev: #6
5.0
—
2,300 4.8%
P
S
50,456 $28,286,138 2025 Q1 13F Filing 2026-06-30 2026-08-14
SHOP
SHOPIFY INC
Technology 10.96% 12.97% #5 1
Prev: #4
6.5
—
13,000 6.5%
P
S
212,763 $24,293,279 2025 Q1 13F Filing 2026-06-30 2026-08-14
PTC
PTC INC
Technology 10.86% 15.63% #6 3
Prev: #3
6.0
—
11,500 5.7%
P
S
211,998 $24,085,093 2025 Q1 13F Filing 2026-06-30 2026-08-14
BKNG
BOOKING HOLDING...
Consumer Cyclical 7.05% 8.07% #7
Prev: #7
5.8
—
84,120 2400.0%
P
S
87,625 $15,618,280 2025 Q1 13F Filing 2026-06-30 2026-08-14
Showing 1-7 of 7 holdings

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