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Ampersand Capital Group, L.P.
特别关注No.6787 数据截至 2026Q2环比变动 Q1 2026
+$3,893.0万+21.3%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| GGLOBAL E ONLINEGLBE |
| 21.73% | 21.35% | $4,818.0万 | 138.7万股 | $3,902.2万 | 126.5万股 | +12.2万股+9.67% | 加仓 |
 MERCADOLIBRE COMMELI |
| 20.21% | 19.41% | $4,479.9万 | 2.6万股 | $3,548.1万 | 2.1万股 | +5,872股+28.61% | 加仓 |
| DDOORDASHDASH |
| 16.43% | 11.37% | $3,642.2万 | 19.7万股 | $2,077.8万 | 13.8万股 | +5.9万股+42.64% | 加仓 |
 AXON ENTERPRISEAXON |
| 12.76% | 11.19% | $2,828.6万 | 5.0万股 | $2,045.1万 | 4.8万股 | +2,300股+4.78% | 加仓 |
 ShopifySHOP |
| 10.96% | 12.97% | $2,429.3万 | 21.3万股 | $2,369.6万 | 20.0万股 | +1.3万股+6.51% | 加仓 |
| PPTC COMPTC |
| 10.86% | 15.63% | $2,408.5万 | 21.2万股 | $2,856.9万 | 20.0万股 | +1.2万股+5.74% | 加仓 |
 BOOKING COMBKNG |
| 7.05% | 8.07% | $1,561.8万 | 8.8万股 | $1,475.7万 | 3,505股 | +8.4万股+2,400.00% | 加仓 |
