Ancient Art, L.P.
- SEC CIK
- 0001426749
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 17
- 0 vs. Q3 2023
- Portfolio value
- $599.7M
- +$134.0M (+28.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPWKUpwork, Inc | COM | 5,589,636 | $83.1M | 13.9% | −268,279−4.6% | Reduced | History |
| STLAStellantis N.V. | SHS | 2,983,135 | $69.6M | 11.6% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 1,646,222 | $57.5M | 9.6% | +93,420+6.0% | Added | History |
| ULCCFrontier Group Holdings, Inc. | COM | 8,661,321 | $47.3M | 7.9% | +700,000+8.8% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 550,174 | $45.6M | 7.6% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 296,257 | $45.0M | 7.5% | +296,257 | New | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 27,995 | $39.7M | 6.6% | 00.0% | Unchanged | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 2,722,522 | $37.2M | 6.2% | −933,148−25.5% | Reduced | History |
| OSCROscar Health, Inc. | CL A | 3,729,904 | $34.1M | 5.7% | +936,763+33.5% | Added | History |
| Despegar Com CorpG27358103 | ORD SHS | 3,572,243 | $33.8M | 5.6% | −50,000−1.4% | Reduced | – |
| FLYYSpirit Aviation Holdings, Inc. | COM | 1,825,295 | $29.9M | 5.0% | +440,332+31.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 180,000 | $27.3M | 4.6% | −45,000−20.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 74,612 | $26.4M | 4.4% | −10,500−12.3% | Reduced | History |
| VTLEVital Energy, Inc. | COM | 353,700 | $16.1M | 2.7% | +36,997+11.7% | Added | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 399,168 | $3.74M | 0.6% | −13,080−3.2% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 35,000 | $2.71M | 0.5% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 8,938 | $629.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.