Ampersand Capital Group, L.P.

Est. AUM

$182.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GLOBAL E ONLINE LTD	SHS	$39.0M	1264906	21.35%	SOLE
2	MERCADOLIBRE	INC COM	$35.5M	20521	19.41%	SOLE
3	PTC INC	COM	$28.6M	200498	15.63%	SOLE
4	SHOPIFY INC	CL A SUB VTG SHS	$23.7M	199763	12.97%	SOLE
5	DOORDASH INC	CL A	$20.8M	138379	11.37%	SOLE
6	AXON ENTERPRISE INC	COM	$20.5M	48156	11.19%	SOLE
7	BOOKING HOLDINGS INC	COM	$14.8M	3505	8.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.