13F HOLDINGS REPORT
Ampersand Capital Group, L.P.
Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0002059671-25-000001
Total Value
$149.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 535,897 | $29.2M | 19.58% |
| 2 | BOOKING HOLDINGS INC | BKNG | 5,500 | $27.3M | 18.31% |
| 3 | MERCADOLIBRE INC | MELI | 15,091 | $25.7M | 17.19% |
| 4 | DOORDASH INC | DASH | 116,418 | $19.5M | 13.08% |
| 5 | AXON ENTERPRISE INC | AXON | 31,342 | $18.6M | 12.48% |
| 6 | SHOPIFY INC | SHOP | 175,013 | $18.6M | 12.47% |
| 7 | PTC INC | PTC | 55,900 | $10.3M | 6.89% |