13F HOLDINGS REPORT
Ampersand Capital Group, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002059671-25-000005
Total Value
$222.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 1,240,074 | $44.3M | 19.98% |
| 2 | MERCADOLIBRE INC | MELI | 16,866 | $39.4M | 17.76% |
| 3 | PTC INC | PTC | 193,555 | $39.3M | 17.70% |
| 4 | DOORDASH INC | DASH | 127,418 | $34.7M | 15.61% |
| 5 | SHOPIFY INC | SHOP | 184,763 | $27.5M | 12.37% |
| 6 | BOOKING HOLDINGS INC | BKNG | 3,725 | $20.1M | 9.06% |
| 7 | AXON ENTERPRISE INC | AXON | 23,227 | $16.7M | 7.51% |