Ampersand Capital Group, L.P. holds a concentrated book of 7 stocks worth $182.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Mercadolibre Inc. Their largest long position is Global-E Online Ltd at 21% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 13.3 points over this window.
Growth of $10,000 cloning Ampersand Capital Group, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ampersand Capital Group, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 7 / 7 | $23.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 7 / 7 | $19.6B |
| STATE STREET CORP | 7 / 7 | $13.0B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7 / 7 | $13.0B |
| MORGAN STANLEY | 7 / 7 | $10.7B |
| JPMORGAN CHASE & CO | 7 / 7 | $9.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 7 / 7 | $9.1B |
| FMR LLC | 7 / 7 | $8.8B |
Ranked by how many of Ampersand Capital Group, L.P.'s top 7 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Global E Online Ltd SHS | $39.0M | 1.26M | 21.4% | —Held | |
| 2 | Mercadolibre INC COM | $35.5M | 20.5K | 19.4% | ▼−0.9% Reduced · −195 sh | |
| 3 | PTC Inc COM | $28.6M | 200.5K | 15.6% | ▲+3.6% Added · +7K sh | |
| 4 | Shopify Inc CL A SUB VTG SHS | $23.7M | 199.8K | 13.0% | ▲+8.1% Added · +15K sh | |
| 5 | Doordash Inc CL A | $20.8M | 138.4K | 11.4% | ▲+8.6% Added · +11K sh | |
| 6 | Axon Enterprise Inc COM | $20.5M | 48.2K | 11.2% | ▲+47% Added · +15K sh | |
| 7 | Booking Holdings Inc COM | $14.8M | 3.5K | 8.1% | ▼−15% Reduced · −600 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2059671/holdings"
Use Arkolith to show Ampersand Capital Group, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 7 | $182.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 7 | $224.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 7 | $222.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 7 | $201.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 7 | $144.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Apr 9, 2025 | 7 | $149.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.