Ampersand Capital Group, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE(MELI) | 0 | 20,521 | +20,521 | 0 | 35,481,219 | 19.41% | +35,481,219 |
| AXON ENTERPRISE INC(AXON) | 32,706 | 48,156 | +15,450 | 18,574,719 | 20,451,372 | 11.19% | +1,876,653 |
| PTC INC(PTC) | 193,555 | 200,498 | +6,943 | 33,719,217 | 28,568,960 | 15.63% | -5,150,257 |
| SHOPIFY INC(SHOP) | 184,763 | 199,763 | +15,000 | 29,741,300 | 23,695,887 | 12.97% | -6,045,413 |
| BOOKING HOLDINGS INC(BKNG) | 4,105 | 3,505 | -600 | 21,983,630 | 14,757,172 | 8.07% | -7,226,458 |
| DOORDASH INC(DASH) | 127,418 | 138,379 | +10,961 | 28,857,629 | 20,777,607 | 11.37% | -8,080,022 |
| GLOBAL E ONLINE LTD SHS | 1,264,906 | 1,264,906 | 0 | 49,723,455 | 39,022,350 | 21.35% | -10,701,105 |
| MERCADOLIBRE INC(MELI) | 20,716 | 0 | -20,716 | 41,727,410 | 0 | — | -41,727,410 |