13F HOLDINGS REPORT
Ampersand Capital Group, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001771179-25-000009
Total Value
$201.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 15,091 | $39.4M | 19.62% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 1,097,125 | $36.8M | 18.31% |
| 3 | PTC INC | PTC | 187,055 | $32.2M | 16.04% |
| 4 | DOORDASH INC | DASH | 127,418 | $31.4M | 15.63% |
| 5 | SHOPIFY INC | SHOP | 184,763 | $21.3M | 10.60% |
| 6 | BOOKING HOLDINGS INC | BKNG | 3,550 | $20.6M | 10.23% |
| 7 | AXON ENTERPRISE INC | AXON | 23,227 | $19.2M | 9.57% |