Ampersand Capital Group, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ampersand Capital Group, L.P. reported 7 stock positions worth $221.7 million. Its top holding was Global-E Online (GLBE) at 21.7% of the portfolio, followed by MercadoLibre (MELI, 20.2%) and DoorDash Class A (DASH, 16.4%). Compared with Q1 2026, it added to 6. The biggest buy was DoorDash Class A (DASH, shares +43%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGAME, CA
- CIK
- 0002059671
- Portfolio Value
- $221.7M (Q2 2026)
- SEC Filing
- 0002059671-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $221.7M
| GLBE Global-E Online Ltd. | 21.73% | 1,387,274 | $48.2M | Add +9.7% |
| MELI MercadoLibre Inc. | 20.21% | 26,393 | $44.8M | Add +28.6% |
| DASH DoorDash Inc. Class A | 16.43% | 197,379 | $36.4M | Add +42.6% |
| AXON Axon Enterprise Inc. | 12.76% | 50,456 | $28.3M | Add +4.8% |
| SHOP Shopify Inc. Class A | 10.96% | 212,763 | $24.3M | Add +6.5% |
| PTC PTC Inc. | 10.86% | 211,998 | $24.1M | Add +5.7% |
| BKNG Booking Holdings Inc. | 7.05% | 87,625 | $15.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $221.7M | GLBE, MELI, DASH, AXON, SHOP |
| Q1 2026 | 7 | $182.8M | GLBE, MELI, PTC, SHOP, DASH |
| Q4 2025 | 7 | $224.3M | GLBE, MELI, PTC, SHOP, DASH |
| Q3 2025 | 7 | $222.0M | GLBE, MELI, PTC, DASH, SHOP |
| Q2 2025 | 7 | $201.0M | MELI, GLBE, PTC, DASH, SHOP |
| Q1 2025 | 7 | $144.9M | MELI, GLBE, PTC, DASH, SHOP |
| Q4 2024 | 7 | $149.3M | GLBE, BKNG, MELI, DASH, AXON |