Fund HoldingsAmpersand Capital Group, L.P.

Total Portfolio Value
$224.33M
Total Bought
$11.47M
Total Sold
$0
Net Transaction
+$11.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
GLOBAL E ONLINE LTD
SHS
1,240,0741,264,906+24,83244,34549,72322.17%+5,378
MERCADOLIBRE INC(MELI)16,86620,716+3,85039,41541,72718.60%+2,313
SHOPIFY INC(SHOP)184,763184,763027,45829,74113.26%+2,284
AXON ENTERPRISE INC(AXON)23,22732,706+9,47916,66918,5758.28%+1,906
BOOKING HOLDINGS INC(BKNG)3,7254,105+38020,11221,9849.80%+1,871
PTC INC(PTC)193,555193,555039,29633,71915.03%-5,576
DOORDASH INC(DASH)127,418127,418034,65628,85812.86%-5,799
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