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Ancient Art, L.P.

SEC CIK
0001426749
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
21
0 vs. Q3 2022
Portfolio value
$472.5M
−$63.7M (−11.9%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Ancient Art, L.P. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
IBKRInteractive Brokers Group, Inc.Stock1,010,349$73.1M15.5%−50,000−4.7%ReducedHistory
METAMeta Platforms, Inc.Stock415,112$50.0M10.6%−30,885−6.9%ReducedHistory
ULCCFrontier Group Holdings, Inc.COM4,408,535$45.3M9.6%−346,539−7.3%ReducedHistory
STLAStellantis N.V.SHS3,133,135$44.5M9.4%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock481,304$38.0M8.0%+254,658+112.4%AddedHistory
AMZNAmazon Com IncStock375,000$31.5M6.7%+235,000+167.9%AddedHistory
SEMRSEMrush Holdings, Inc.CL A COM3,298,329$26.8M5.7%+36,593+1.1%AddedHistory
UBERUber Technologies, IncStock1,075,375$26.6M5.6%−50,000−4.4%ReducedHistory
UPWKUpwork, IncCOM2,487,629$26.0M5.5%+164,399+7.1%AddedHistory
FWONALiberty Media CorpCOM SER A FRMLA464,103$24.8M5.2%−617,300−57.1%ReducedHistory
Despegar Com CorpG27358103ORD SHS3,712,783$19.0M4.0%00.0%Unchanged–
UHAL.BU-Haul Holding CoCOM SER N293,877$16.2M3.4%+293,877NewHistory
ETEnergy Transfer LPCOM UT LTD PTN1,166,511$13.8M2.9%00.0%UnchangedHistory
ARNCArconic CorpCOM642,504$13.6M2.9%00.0%UnchangedHistory
VTLEVital Energy, Inc.COM177,067$9.10M1.9%+25,000+16.4%AddedHistory
WEWeWork Inc.CL A4,903,808$7.01M1.5%−1,033,162−17.4%ReducedHistory
OSCROscar Health, Inc.CL A1,455,154$3.58M0.8%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM32,653$1.97M0.4%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR11,662$1.03M0.2%+11,662NewHistory
ZGZillow Group, Inc.CL A14,075$439.3K0.1%−300,695−95.5%ReducedHistory
WeWork Inc.96209A112EQUITY WRT2,169,453$238.6K0.1%00.0%Unchanged–

Sold out since Q3 2022 (2)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Ancient Art, L.P. sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TWTRTwitter, Inc.COM663,050$29.1M5.4%History
OPENOpendoor Technologies Inc.COM500,000$1.55M0.3%History