DOSSIER · 13F-HR · Q1 2026
Ampersand Capital Group, L.P.
$183M in tracked AUM across 7 positions as of Q1 2026.
AC
CIK 0002059671 · last filed Mar 31, 2026
AI Analysis · Q1 2026
1. Portfolio Overview
Ampersand Capital Group, L.P. presents a highly concentrated, high-conviction investment strategy as of the reporting period ending September 30, 2025. The firm manages a portfolio totaling approximately $221.95 million across a mere seven holdings. This extreme concentration—where the top three positions account for over 55% of the total assets—indicates a strategy focused on high-conviction ideas rather than broad diversification. The portfolio experienced robust gro...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.