Ancient Art, L.P. 13F Holdings · Q2 2026
Ancient Art, L.P. reported 16 securities worth $489.39M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IBKR (22.86%), Z (13.91%), UPWK (12.35%). Among its top 25 positions this quarter: 2 new, 2 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $111.9M | 22.86% | 1.3M | Hold |
| 2 | Z | ZILLOW GROUP INC | $68.1M | 13.91% | 2.2M | New |
| 3 | UPWK | UPWORK INC | $60.4M | 12.35% | 7.2M | Added |
| 4 | ALLY | ALLY FINL INC | $60.1M | 12.28% | 1.3M | Hold |
| 5 | CPNG | COUPANG INC | $31.0M | 6.33% | 1.8M | Added |
| 6 | RKT | ROCKET COS INC | $23.6M | 4.83% | 1.5M | New |
| 7 | GTLB | GITLAB INC | $22.9M | 4.68% | 750,000 | Hold |
| 8 | SPT | SPROUT SOCIAL INC | $19.2M | 3.91% | 2.5M | Hold |
| 9 | ULCC | FRONTIER GROUP HLDGS INC | $18.9M | 3.87% | 2.4M | Trimmed |
| 10 | TBBB | BBB FOODS INC | $18.8M | 3.84% | 451,497 | Hold |
| 11 | STLA | STELLANTIS N.V | $18.4M | 3.75% | 3.2M | Hold |
| 12 | LOMA | LOMA NEGRA C I A S A MTN 14 | $16.4M | 3.36% | 1.4M | Hold |
| 13 | TBN | TAMBORAN RES CORP | $14.2M | 2.90% | 437,142 | Hold |
| 14 | VLRS | CONTROLADORA VUELA COMP DE A | $3.8M | 0.78% | 406,139 | Hold |
| 15 | THRY | THRYV HLDGS INC | $1.5M | 0.30% | 377,593 | Trimmed |
| 16 | DLO | DLOCAL LTD | $130,834 | 0.03% | 10,068 | Hold |
| 17 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | Exited |
| 18 | MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR