Ancient Art, L.P.
- SEC CIK
- 0001426749
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 22
- −1 vs. Q1 2021
- Portfolio value
- $1.05B
- +$34.5M (+3.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 365,000 | $126.9M | 12.1% | +20,000+5.8% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,735,593 | $114.1M | 10.9% | −52,380−2.9% | Reduced | History |
| FWONALiberty Media Corp | COM SER A FRMLA | 2,416,895 | $103.0M | 9.8% | 00.0% | Unchanged | History |
| TWTRTwitter, Inc. | COM | 1,468,705 | $101.1M | 9.6% | +170,000+13.1% | Added | History |
| WFCWells Fargo & Company | Stock | 1,547,377 | $70.1M | 6.7% | −1,417,623−47.8% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 300,000 | $68.0M | 6.5% | +300,000 | New | History |
| UPWKUpwork, Inc | COM | 1,163,320 | $67.8M | 6.5% | −988,325−45.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 26,460 | $66.3M | 6.3% | 00.0% | Unchanged | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 2,416,897 | $55.6M | 5.3% | 00.0% | Unchanged | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,284,398 | $54.8M | 5.2% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 3,831,371 | $50.6M | 4.8% | +551,960+16.8% | Added | – |
| UBERUber Technologies, Inc | Stock | 808,238 | $40.5M | 3.9% | −150,000−15.7% | Reduced | History |
| STLAStellantis N.V. | SHS | 1,737,716 | $34.3M | 3.3% | −50,000−2.8% | Reduced | History |
| Rice Acquisition Corp762594109 | COM CL A | 1,403,600 | $25.3M | 2.4% | +1,403,600 | New | – |
| ARNCArconic Corp | COM | 519,654 | $18.5M | 1.8% | +68,143+15.1% | Added | History |
| BNFTBenefitfocus, Inc. | COM | 935,241 | $13.2M | 1.3% | −14,633−1.5% | Reduced | History |
| Bowx Acquisition Corp103085106 | CL A | 1,138,681 | $13.1M | 1.2% | +1,138,681 | New | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,116,511 | $11.9M | 1.1% | +1,116,511 | New | History |
| CITCit Group Inc | COM NEW | 182,046 | $9.39M | 0.9% | −978,043−84.3% | Reduced | History |
| Bowx Acquisition Corp103085114 | *W EXP 08/03/202 | 999,998 | $3.34M | 0.3% | +999,998 | New | – |
| CSTECaesarstone Ltd. | ORD SHS | 68,486 | $1.01M | 0.1% | +1,744+2.6% | Added | History |
| LTRPALiberty TripAdvisor Holdings, Inc. | COM SER A | 519,108 | – | – | +218,216+72.5% | Added | History |
Sold out since Q1 2021 (6)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| CWKCushman & Wakefield Ltd. | SHS | 951,064 | $15.5M | 1.5% | History |
| ZGZillow Group, Inc. | CL A | 54,300 | $7.13M | 0.7% | History |
| CACCCredit Acceptance Corp | COM | 17,797 | $6.41M | 0.6% | History |
| DISHDISH Network CORP | CL A | 100,000 | $3.62M | 0.4% | History |
| ASANAsana, Inc. | CL A | 118,695 | $3.39M | 0.3% | History |
| ASIXAdvanSix Inc. | COM | 68,097 | $1.83M | 0.2% | History |