Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ampersand Capital Group, L.P. (CIK 2059671) reported $182.8M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLBE ($39.0M, 21.35%), MELI ($35.5M, 19.41%), PTC ($28.6M, 15.63%), SHOP ($23.7M, 12.97%), DASH ($20.8M, 11.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $39.0M | 21.35% | 1.3M | Hold |
| 2 | MELI | MERCADOLIBRE | $35.5M | 19.41% | 20,521 | Trimmed |
| 3 | PTC | PTC INC | $28.6M | 15.63% | 200,498 | Added |
| 4 | SHOP | SHOPIFY INC | $23.7M | 12.97% | 199,763 | Added |
| 5 | DASH | DOORDASH INC | $20.8M | 11.37% | 138,379 | Added |
| 6 | AXON | AXON ENTERPRISE INC | $20.5M | 11.19% | 48,156 | Added |
| 7 | BKNG | BOOKING HOLDINGS INC | $14.8M | 8.07% | 3,505 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31