Ampersand Capital Group, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ampersand Capital Group, L.P. reported 7 stock positions worth $182.8 million. Its top holding was Global-E Online (GLBE) at 21.4% of the portfolio, followed by MercadoLibre (MELI, 19.4%) and PTC (PTC, 15.6%). Compared with Q4 2025, it added to 4 and reduced 2. The biggest buy was Axon Enterprise (AXON, shares +47%) and the biggest sale Booking (BKNG, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGAME, CA
- CIK
- 0002059671
- Portfolio Value
- $182.8M (Q1 2026)
- SEC Filing
- 0002059671-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $182.8M
| GLBE Global-E Online Ltd. | 21.35% | 1,264,906 | $39.0M | No change |
| MELI MercadoLibre Inc. | 19.41% | 20,521 | $35.5M | Reduce -0.9% |
| PTC PTC Inc. | 15.63% | 200,498 | $28.6M | Add +3.6% |
| SHOP Shopify Inc. Class A | 12.97% | 199,763 | $23.7M | Add +8.1% |
| DASH DoorDash Inc. Class A | 11.37% | 138,379 | $20.8M | Add +8.6% |
| AXON Axon Enterprise Inc. | 11.19% | 48,156 | $20.5M | Add +47.2% |
| BKNG Booking Holdings Inc. | 8.07% | 3,505 | $14.8M | Reduce -14.6% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |