Ampersand Capital Group, L.P.
Net buyer this quarter
$222M
7
+$29.2M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLBE | $48.2M | 21.73% | 0.82% | +9.7% | Q4 2024 |
 MELI | $44.8M | 20.21% | 0.05% | +28.6% | Q4 2024 |
 DASH | $36.4M | 16.43% | Not reported | +42.6% | Q4 2024 |
 AXON | $28.3M | 12.76% | 0.06% | +4.8% | Q4 2024 |
 SHOP | $24.3M | 10.96% | 0.05% | +6.5% | Q4 2024 |
 PTC | $24.1M | 10.86% | 0.19% | +5.7% | Q4 2024 |
 BKNG | $15.6M | 7.05% | 0.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| GLBE | $39M | 21.35% | 0.75% | Not reported | Q4 2024 |
| MELI | $35.5M | 19.41% | 0.04% | -0.9% | Q4 2024 |
| PTC | $28.6M | 15.63% | 0.17% | +3.6% | Q4 2024 |
| SHOP | $23.7M | 12.97% | 0.05% | +8.1% | Q4 2024 |
| DASH | $20.8M | 11.37% | Not reported | +8.6% | Q4 2024 |
| AXON | $20.5M | 11.19% | 0.06% | +47.2% | Q4 2024 |
| BKNG | $14.8M | 8.07% | 0.01% | -14.6% | Q4 2024 |
| Q4 2025 | |||||
| GLBE | $49.7M | 22.17% | 0.75% | +2.0% | Q4 2024 |
| MELI | $41.7M | 18.60% | 0.04% | +22.8% | Q4 2024 |
| PTC | $33.7M | 15.03% | 0.16% | Not reported | Q4 2024 |
| SHOP | $29.7M | 13.26% | 0.05% | Not reported | Q4 2024 |
| DASH | $28.9M | 12.86% | Not reported | Not reported | Q4 2024 |
| BKNG | $22M | 9.80% | 0.01% | +10.2% | Q4 2024 |
| AXON | $18.6M | 8.28% | 0.04% | +40.8% | Q4 2024 |
| Q3 2025 | |||||
| GLBE | $44.3M | 19.98% | 0.73% | +13.0% | Q4 2024 |
| MELI | $39.4M | 17.76% | 0.03% | +11.8% | Q4 2024 |
| PTC | $39.3M | 17.70% | 0.16% | +3.5% | Q4 2024 |
| DASH | $34.7M | 15.61% | Not reported | Not reported | Q4 2024 |
| SHOP | $27.5M | 12.37% | 0.05% | Not reported | Q4 2024 |
| BKNG | $20.1M | 9.06% | 0.01% | +4.9% | Q4 2024 |
| AXON | $16.7M | 7.51% | 0.03% | Not reported | Q4 2024 |