We are live on
!
Find out more
ACG
Ampersand Capital Group Portfolio holdings
AUM
$183M
1-Year Est. Return
3.46%
This Fund
S&P 500
1 Year Est. Return
-3.46%
AUM
$183M
AUM Growth
-$41.6M
(-19%)
Holding
7
Top Buys
| 1 | +$8.03M | |
| 2 | +$2.03M | |
| 3 | +$1.97M | |
| 4 |
PTC
PTC
|
+$1.1M |
Sector Composition
| 1 | Consumer Discretionary | 60.21% |
| 2 | Technology | 28.6% |
| 3 | Industrials | 11.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Global E Online
GLBE
$6.03B
| $39M | 21.35% |
1,264,906
|
|
||
2
Mercado Libre
MELI
$84.4B
| $35.5M | 19.41% |
20,521
-195
|
|
||
|
3
PTC
PTC
$13.3B
| $28.6M | 15.63% |
200,498
+6,943
|
|
||
4
Shopify
SHOP
$150B
| $23.7M | 12.97% |
199,763
+15,000
|
|
||
5
DoorDash
DASH
$79.2B
| $20.8M | 11.37% |
138,379
+10,961
|
|
||
|
AXON
6
DELISTED
Axon Enterprise
AXON
| $20.5M | 11.19% |
48,156
+15,450
|
|
||
7
Booking.com
BKNG
$140B
| $14.8M | 8.07% |
87,625
-15,000
|
|