Ampersand Capital Group, L.P. Portfolio Holdings

Ampersand Capital Group, L.P.

  • $222 Billion
  • Q3 2025

Ampersand Capital Group, L.P. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Global E Online Ltd. with a value of $44.3B, Mercadolibre Inc with a value of $39.4B, Ptc Inc. with a value of $39.3B, Door Dash, Inc. with a value of $34.7B, and Shopify Inc. with a value of $27.5B.

Examining the 13F form we can see an increase of $21B in the current position value, from $201B to 222B.

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 $222 Billion
Consumer Cyclical: $104 Billion
Technology: $66.8 Billion
Communication Services: $34.7 Billion
Industrials: $16.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.55B
$44.3 Billion 19.98% of portfolio
1,240,074
Q3 2025 Added 13.03%
$103B
$39.4 Billion 17.76% of portfolio
16,866
Q3 2025 Added 11.76%
$20.5B
$39.3 Billion 17.7% of portfolio
193,555
Q3 2025 Added 3.47%
$74.1B
$34.7 Billion 15.61% of portfolio
127,418
Q2 2025 Added 9.45%
$174B
$27.5 Billion 12.37% of portfolio
184,763
Q2 2025 Added 5.57%
$191B
$20.1 Billion 9.06% of portfolio
3,725
Q3 2025 Added 4.93%
$39.4B
$16.7 Billion 7.51% of portfolio
23,227
Q2 2025 Reduced 25.89%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $222 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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