Ampersand Capital Group, L.P.
BURLINGAME, CA · CIK 2059671 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2025 · limited partnership
- Assets managed$235.1m
- Staff3 · 1 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $224.3m gross assets
- Form ADV · 2026-03-12SEC adviser record
- Kindhedge funds, futures
- Others nearbyBurlingame, CA
As an employer
- Offices in1 country
- Private fundshedge 1
$221.7m
reported value
+21.3% vs Q1 2026
7positions
100.0%in top 10
0 new
6 added
0 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| GLOBAL E ONLINE LTD GLBE | $48.2m21.73% | Added +122.4k |
| MERCADOLIBRE INC MELI | $44.8m20.21% | Added +5.9k |
| DOORDASH INC DASH | $36.4m16.43% | Added +59.0k |
| AXON ENTERPRISE INC AXON | $28.3m12.76% | Added +2.3k |
| SHOPIFY INC SHOP | $24.3m10.96% | Added +13.0k |
| PTC INC PTC | $24.1m10.86% | Added +11.5k |
| BOOKING HOLDINGS INC BKNG | $15.6m7.05% | Unchanged |