13F HOLDINGS REPORT
Ampersand Capital Group, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002059671-26-000001
Total Value
$224.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 1,264,906 | $49.7M | 22.17% |
| 2 | MERCADOLIBRE INC | MELI | 20,716 | $41.7M | 18.60% |
| 3 | PTC INC | PTC | 193,555 | $33.7M | 15.03% |
| 4 | SHOPIFY INC | SHOP | 184,763 | $29.7M | 13.26% |
| 5 | DOORDASH INC | DASH | 127,418 | $28.9M | 12.86% |
| 6 | BOOKING HOLDINGS INC | BKNG | 4,105 | $22.0M | 9.80% |
| 7 | AXON ENTERPRISE INC | AXON | 32,706 | $18.6M | 8.28% |