Holders — by stockHoldings — by fund

Ampersand Capital Group, L.P.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002059671

$221.7M

disclosed book value

positions

21.7%

largest position share

Positions, as of 2026-06-30

top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	GLOBAL E ONLINE LTD	1.4M	$48.2M	21.7%
2	MELIMERCADOLIBRE INC	26,393	$44.8M	20.2%
3	DASHDOORDASH INC	197,379	$36.4M	16.4%
4	AXONAXON ENTERPRISE INC	50,456	$28.3M	12.8%
5	SHOPSHOPIFY INC	212,763	$24.3M	11%
6	PTCPTC INC	211,998	$24.1M	10.9%
7	BKNGBOOKING HOLDINGS INC	87,625	$15.6M	7%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.