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Ancient Art, L.P.

SEC CIK
0001426749
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
16
0 vs. Q1 2026
Portfolio value
$489.4M
+$30.8M (+6.7%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Ancient Art, L.P. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
IBKRInteractive Brokers Group, Inc.Stock1,285,193$111.9M22.9%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK2,160,359$68.1M13.9%+2,160,359NewHistory
UPWKUpwork, IncCOM7,228,530$60.4M12.3%+1,268,621+21.3%AddedHistory
ALLYAlly Financial Inc.Stock1,308,399$60.1M12.3%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A1,784,799$31.0M6.3%+1,190,000+200.1%AddedHistory
RKTRocket Companies, Inc.Stock1,500,000$23.6M4.8%+1,500,000NewHistory
GTLBGitlab Inc.CLASS A COM750,000$22.9M4.7%00.0%UnchangedHistory
SPTSprout Social, Inc.COM CL A2,537,074$19.2M3.9%00.0%UnchangedHistory
ULCCFrontier Group Holdings, Inc.COM2,395,119$18.9M3.9%−727,585−23.3%ReducedHistory
TBBBBBB Foods IncCL A COM451,497$18.8M3.8%00.0%UnchangedHistory
STLAStellantis N.V.SHS3,199,412$18.4M3.8%00.0%UnchangedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS1,435,809$16.4M3.4%00.0%UnchangedHistory
TBNTamboran Resources CorpCOM437,142$14.2M2.9%00.0%UnchangedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10406,139$3.81M0.8%00.0%UnchangedHistory
THRYThryv Holdings, Inc.COM NEW377,593$1.49M0.3%−1,183,315−75.8%ReducedHistory
DLOdLocal LtdCLASS A COM10,068$130.8K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Ancient Art, L.P. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ECHOEchoStar CORPCL A545,189$63.8M13.9%History
MELIMercadolibre IncCOM31,935$55.2M12.0%History