Ampersand Capital Group, L.P.: 13F holdings
CIK 20596712026Q2
| Positions | 7 |
|---|
| Reported value | $221.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 7 (+0 vs prior quarter) |
|---|
| Reported value | $221.7m (+21.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLOBAL E ONLINE LTD | 1,387,274 | $48.2m | 21.7% |
| MELI MERCADOLIBRE INC | 26,393 | $44.8m | 20.2% |
| DASH DOORDASH INC | 197,379 | $36.4m | 16.4% |
| AXON AXON ENTERPRISE INC | 50,456 | $28.3m | 12.8% |
| SHOP SHOPIFY INC | 212,763 | $24.3m | 11.0% |
| PTC PTC INC | 211,998 | $24.1m | 10.9% |
| BKNG BOOKING HOLDINGS INC | 87,625 | $15.6m | 7.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059671")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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