StockDriftsStockDriftsTop 7 Ampersand Capital Group L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 21.73% | 1.39M | $48.2M | +9.67%(+122.37K) | $40.11(+5.61%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 20.21% | 26.4K | $44.8M | +28.61%(+5.87K) | $1910.89(-3.47%) | 2026-06-30 | |
| DASH | DOORDASH INC | 16.43% | 197.4K | $36.4M | +42.64%(+59.00K) | $163.68(+32.59%) | 2026-06-30 | |
| AXON | AXON ENTERPRISE INC | 12.76% | 50.5K | $28.3M | +4.78%(+2.30K) | $523.74(+17.01%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 10.96% | 212.8K | $24.3M | +6.51%(+13.00K) | $98.31(+56.97%) | 2026-06-30 | |
| PTC | PTC INC | 10.86% | 212.0K | $24.1M | +5.74%(+11.50K) | $169.65(-11.73%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 7.05% | 87.6K | $15.6M | +0.00%(+0) | $192.17(+10.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -8.23% |
| Top 20 Holdings Unweighted | — | — | — | — | -7.35% |
Ampersand Capital Group L P reports $221.68M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are GLBE (21.7%), MELI (20.2%) and DASH (16.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -8.23% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ampersand Capital Group L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059671). View Ampersand Capital Group L P’s 13F filings on SEC