Ancient Art, L.P.
- SEC CIK
- 0001426749
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 18
- +1 vs. Q1 2023
- Portfolio value
- $471.9M
- +$13.3M (+2.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FCNCAFirst Citizens Bancshares Inc | CL A | 50,495 | $64.8M | 13.7% | +8,484+20.2% | Added | History |
| UPWKUpwork, Inc | COM | 5,857,915 | $54.7M | 11.6% | +2,780,414+90.3% | Added | History |
| STLAStellantis N.V. | SHS | 2,983,135 | $52.3M | 11.1% | −150,000−4.8% | Reduced | History |
| ULCCFrontier Group Holdings, Inc. | COM | 5,227,217 | $50.5M | 10.7% | +868,682+19.9% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 578,378 | $48.0M | 10.2% | 00.0% | Unchanged | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 3,655,670 | $35.0M | 7.4% | +100,000+2.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 115,112 | $33.0M | 7.0% | −77,500−40.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 245,000 | $31.9M | 6.8% | −130,000−34.7% | Reduced | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 1,725,000 | $29.6M | 6.3% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 3,712,783 | $26.2M | 5.5% | 00.0% | Unchanged | – |
| VTLEVital Energy, Inc. | COM | 316,703 | $14.3M | 3.0% | +5,734+1.8% | Added | History |
| OSCROscar Health, Inc. | CL A | 1,455,154 | $11.7M | 2.5% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 35,145,808 | $8.98M | 1.9% | +35,145,808 | New | History |
| FWONALiberty Media Corp | COM SER A FRMLA | 49,103 | $3.32M | 0.7% | −15,000−23.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 35,000 | $2.92M | 0.6% | +35,000 | New | History |
| UHAL.BU-Haul Holding Co | COM SER N | 51,249 | $2.60M | 0.6% | 00.0% | Unchanged | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 61,802 | $1.80M | 0.4% | +61,802 | New | History |
| WeWork Inc.96209A112 | EQUITY WRT | 2,169,453 | $36.5K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.