Ampersand Capital Group, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ampersand Capital Group, L.P. disclosed 7 US equity positions worth $221.7m in its Q2 2026 13F filing. The largest position was GLBE at 21.7% of the reported book, followed by MELI and DASH. Against the Q1 2026 filing, it opened 0 new positions, added to 7 and reduced 0 among the top 7 holdings.
What did Ampersand Capital Group, L.P. own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 21.7% | $48.2m | 1,387,274 | 10% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 20.2% | $44.8m | 26,393 | 29% | added |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 16.4% | $36.4m | 197,379 | 43% | added |
| 4 | AXON AXON ENTERPRISE INC | Industrials | 12.8% | $28.3m | 50,456 | 5% | added |
| 5 | SHOP SHOPIFY INC | Technology | 11.0% | $24.3m | 212,763 | 7% | added |
| 6 | PTC PTC INC | Technology | 10.9% | $24.1m | 211,998 | 6% | added |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 7.0% | $15.6m | 87,625 | 2400% | added |
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.