Ancient Art, L.P.
- SEC CIK
- 0001426749
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 16
- −1 vs. Q4 2023
- Portfolio value
- $494.9M
- −$104.9M (−17.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STLAStellantis N.V. | SHS | 2,590,998 | $73.3M | 14.8% | −392,137−13.1% | Reduced | History |
| UPWKUpwork, Inc | COM | 5,224,436 | $64.1M | 12.9% | −365,200−6.5% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 550,174 | $61.5M | 12.4% | 00.0% | Unchanged | History |
| ULCCFrontier Group Holdings, Inc. | COM | 7,546,815 | $61.2M | 12.4% | −1,114,506−12.9% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 1,021,646 | $41.5M | 8.4% | −624,576−37.9% | Reduced | History |
| Despegar Com CorpG27358103 | ORD SHS | 3,071,856 | $36.7M | 7.4% | −500,387−14.0% | Reduced | – |
| OSCROscar Health, Inc. | CL A | 1,988,429 | $29.6M | 6.0% | −1,741,475−46.7% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 17,995 | $29.4M | 5.9% | −10,000−35.7% | Reduced | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 2,189,723 | $29.0M | 5.9% | −532,799−19.6% | Reduced | History |
| VTLEVital Energy, Inc. | COM | 403,700 | $21.2M | 4.3% | +50,000+14.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 90,000 | $16.2M | 3.3% | −90,000−50.0% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 81,640 | $11.2M | 2.3% | −214,617−72.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 111,629 | $8.08M | 1.6% | +76,629+218.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 14,612 | $7.10M | 1.4% | −60,000−80.4% | Reduced | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 399,168 | $2.96M | 0.6% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 107,100 | $1.77M | 0.4% | +107,100 | New | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.