StockDriftsStockDriftsTop 7 Ampersand Capital Group, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 21.35% | 1.26M | $39.0M | +0.00%(+0) | $40.92(-31.85%) | 2026-03-31 | |
| MELI | MERCADOLIBRE | 19.41% | 20.5K | $35.5M | -0.94%(-195) | $1983.17(-22.00%) | 2026-03-31 | |
| PTC | PTC INC | 15.63% | 200.5K | $28.6M | +3.59%(+6.94K) | $172.12(-17.55%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 12.97% | 199.8K | $23.7M | +8.12%(+15.00K) | $97.35(+3.00%) | 2026-03-31 | |
| DASH | DOORDASH INC | 11.37% | 138.4K | $20.8M | +8.60%(+10.96K) | $162.58(-2.08%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 11.19% | 48.2K | $20.5M | +47.24%(+15.45K) | $525.46(-25.42%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 8.07% | 3.5K | $14.8M | -14.62%(-600) | $192.17(-19.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.44% | -28.17% |
| Top 20 Holdings Unweighted | -10.74% | -28.87% |
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