Ampersand Capital Group, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ampersand Capital Group, L.P. disclosed 7 US equity positions worth $182.8m in its Q1 2026 13F filing. The largest position was GLBE at 21.4% of the reported book, followed by MELI and PTC.
What did Ampersand Capital Group, L.P. own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 21.4% | $39.0m | 1,264,906 | – | |
| 2 | MELI MERCADOLIBRE | Consumer Cyclical | 19.4% | $35.5m | 20,521 | – | |
| 3 | PTC PTC INC | Technology | 15.6% | $28.6m | 200,498 | – | |
| 4 | SHOP SHOPIFY INC | Technology | 13.0% | $23.7m | 199,763 | – | |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 11.4% | $20.8m | 138,379 | – | |
| 6 | AXON AXON ENTERPRISE INC | Industrials | 11.2% | $20.5m | 48,156 | – | |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.1% | $14.8m | 3,505 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.