Ampersand Capital Group, L.P.
•CIK: 2059671•Filing: Q4 2025
**Ampersand Capital Group, L.P.** manages $224M across a concentrated portfolio of seven positions. The firm exhibits significant conviction in technology and consumer discretionary sectors, highlighted by its top holdings. Key allocations include IVZ at $49.7M and MLB1 at $41.7M, followed by PTC ($33.7M) and SHOP ($29.7M). This structure suggests a focused, high-conviction approach to identifying market leaders.
Total AUM
$224.3M
QoQ Performance
+1.1%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GLBE
MLB1
PTC
SHOP
DASH
BKNG
AXON
GLBE22.2%
MLB118.6%
PTC15.0%
SHOP13.3%
DASH12.9%
BKNG9.8%
AXON8.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.2%
Consumer9.8%
Changes from Q3 2025
↑4 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025