Ampersand Capital Group, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 9, 2025), Ampersand Capital Group, L.P. reported 7 stock positions worth $149.3 million. Its top holding was Global-E Online (GLBE) at 19.6% of the portfolio, followed by Booking (BKNG, 18.3%) and MercadoLibre (MELI, 17.2%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGAME, CA
- CIK
- 0002059671
- Portfolio Value
- $149.3M (Q4 2024)
- SEC Filing
- 0002059671-25-000001 ↗ filed Apr 9, 2025
Holdings Value
Holdings 7 stocks · $149.3M
| GLBE Global-E Online Ltd. | 19.58% | 535,897 | $29.2M | — |
| BKNG Booking Holdings Inc. | 18.31% | 5,500 | $27.3M | — |
| MELI MercadoLibre Inc. | 17.19% | 15,091 | $25.7M | — |
| DASH DoorDash Inc. Class A | 13.08% | 116,418 | $19.5M | — |
| AXON Axon Enterprise Inc. | 12.48% | 31,342 | $18.6M | — |
| SHOP Shopify Inc. Class A | 12.47% | 175,013 | $18.6M | — |
| PTC PTC Inc. | 6.89% | 55,900 | $10.3M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |