13F HOLDINGS REPORT
Ampersand Capital Group, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002059671-25-000003
Total Value
$144.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 15,091 | $29.4M | 20.32% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 683,265 | $24.4M | 16.81% |
| 3 | PTC INC | PTC | 149,930 | $23.2M | 16.04% |
| 4 | DOORDASH INC | DASH | 116,418 | $21.3M | 14.69% |
| 5 | SHOPIFY INC | SHOP | 175,013 | $16.7M | 11.54% |
| 6 | AXON ENTERPRISE INC | AXON | 31,342 | $16.5M | 11.38% |
| 7 | BOOKING HOLDINGS INC | BKNG | 2,900 | $13.4M | 9.22% |