Ampersand Capital Group, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $39.4B, Global E Online Ltd. with a value of $36.8B, Ptc Inc. with a value of $32.2B, Door Dash, Inc. with a value of $31.4B, and Shopify Inc. with a value of $21.3B.

Examining the 13F form we can see an increase of $56.1B in the current position value, from $145B to 201B.

Ampersand Capital Group, L.P. is based out at Burlingame, CA

Below you can find more details about Ampersand Capital Group, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
Consumer Cyclical: $96.8 Billion
Technology: $53.5 Billion
Communication Services: $31.4 Billion
Industrials: $19.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $201 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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