AC

Ampersand Capital Group, L.P.

13F
Ampersand Capital Group, L.P.
Last update 2025-05-15 7 Stocks (0 new)
Value $145.00 Mil Turnover 14 %
Countries:
Top Holdings: MELI(20.32%)GLBE(16.81%)PTC(16.04%)DASH(14.69%)SHOP(11.54%)
Summary Stock Picks Current Portfolio
Ampersand Capital Group, L.P. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MELI
MercadoLibre Inc
15,091
29,440.6
0%
20.320
0%
0.030
+8.45%
+40.61%
121,220.0
Retail - Cyclical
GLBE
Global E Online Ltd
683,265
24,358.4
+27.50%
16.810
+3.63%
0.400
-5.67%
-37.15%
5,816.5
Retail - Cyclical
PTC
PTC Inc
149,930
23,231.7
+168.21%
16.040
+10.06%
0.120
+33.25%
+9.89%
24,236.7
Software
DASH
DoorDash Inc
116,418
21,277.7
0%
14.690
0%
0.030
+30.16%
+45.27%
103,262.2
Retail - Cyclical
SHOP
Shopify Inc
175,013
16,710.2
0%
11.540
0%
0.010
+28.34%
+14.81%
158,174.2
Software
AXON
Axon Enterprise Inc
31,342
16,484.3
0%
11.380
0%
0.040
+20.08%
+19.34%
55,216.5
Aerospace & Defense
BKNG
Booking Holdings Inc
2,900
13,360.0
-47.27%
9.220
-8.66%
0.010
+17.23%
+14.15%
183,852.9
Travel & Leisure

Ampersand Capital Group, L.P.'s Historical Top Holdings Breakdowns

Ampersand Capital Group, L.P.'s Top Stock Picks View Full List
Ticker
PTC
BKNG
GLBE
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PTC
PTC Inc
2025-03-31
Add
Add
+10.06%
●
153.3 ($171.97) 193.48
$202.06
17.50%
Add 168.21%
149,930
94,030
BKNG
Booking Holdings Inc
2025-03-31
Reduce
Reduce
-8.66%
●
4295.4 ($4781.72) 5141.88
$5,650.00
18.16%
Reduce -47.27%
2,900
-2,600
GLBE
Global E Online Ltd
2025-03-31
Add
Add
+3.63%
●
35.65 ($49.1) 62.84
$34.27
-30.20%
Add 27.5%
683,265
147,368

Ampersand Capital Group, L.P. Total Holding History ($B)

To

Ampersand Capital Group, L.P.'s Asset Allocation

To

Ampersand Capital Group, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Ampersand Capital Group, L.P.'s Hypothetical Growth since 2025-03-31

Ampersand Capital Group, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ampersand Capital Group, L.P.'s Holdings Heat Map

Size field:

Ampersand Capital Group, L.P.'s Holdings Bubble Chart

Ampersand Capital Group, L.P. News

  • 1

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