Ampersand Capital Group, L.P.

CIK 2059671 · View on SEC EDGAR ↗

Portfolio value
$221.7M
#6,117 of 9,443 by 13F value · top 64.8%
Positions
7
As of
June 30, 2026

Portfolio value QoQ: +21.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
7
Effective number of positions
6.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $44,177,991 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
7
Decreased
0
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-17.0%
S&P 500 total return (same window)
+28.1%
Excess return
-45.1%

Annualized: -11.7% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Retail
41.9%
Consumer Discretionary
23.5%
Technology
21.8%
Industrials
12.8%

Full portfolio 7 positions

Type Streak 8Q trend
GLBE Global-E Online Ltd. - ordinary shares $48,180,026 21.73% 1,387,274 $9,157,676 Up ×1
MELI MercadoLibre, Inc. - Common Stock $44,799,214 20.21% 26,393 $9,317,995 Up ×1
DASH DoorDash, Inc. - Common Stock $36,422,347 16.43% 197,379 $15,644,740 Up ×2
AXON Axon Enterprise, Inc. - Common Stock $28,286,138 12.76% 50,456 $7,834,766 Up ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares $24,293,279 10.96% 212,763 $597,392 Up ×2
PTC PTC Inc. - Common Stock $24,085,093 10.86% 211,998 $-4,483,867 Up ×2
BKNG Booking Holdings Inc. - Common Stock $15,618,280 7.05% 87,625 $861,108 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
AXON $28,286,138 12.76% up ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
DASH Bought more +59K +$15.6M
MELI Bought more +6K +$9.3M
GLBE Bought more +122K +$9.2M
AXON Bought more +2K +$7.8M
PTC Bought more +12K -$4.5M
BKNG Bought more +84K +$861K
SHOP Bought more +13K +$597K