本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Ampersand Capital Group, L.P. (CIK 2059671) reported $221.7M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLBE ($48.2M, 21.73%), MELI ($44.8M, 20.21%), DASH ($36.4M, 16.43%), AXON ($28.3M, 12.76%), SHOP ($24.3M, 10.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $48.2M | 21.73% | 1.4M | Added |
| 2 | MELI | MERCADOLIBRE INC | $44.8M | 20.21% | 26,393 | Added |
| 3 | DASH | DOORDASH INC | $36.4M | 16.43% | 197,379 | Added |
| 4 | AXON | AXON ENTERPRISE INC | $28.3M | 12.76% | 50,456 | Added |
| 5 | SHOP | SHOPIFY INC | $24.3M | 10.96% | 212,763 | Added |
| 6 | PTC | PTC INC | $24.1M | 10.86% | 211,998 | Added |
| 7 | BKNG | BOOKING HOLDINGS INC | $15.6M | 7.05% | 87,625 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30