Ancient Art, L.P. 13F 持仓 · 2026年Q2
Ancient Art 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 4.89 亿美元。前几大持仓：IBKR（22.86%）、Z（13.91%）、UPWK（12.35%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 2 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $111.9M | 22.86% | 1.3M | 持平 |
| 2 | Z | ZILLOW GROUP INC | $68.1M | 13.91% | 2.2M | 新建仓 |
| 3 | UPWK | UPWORK INC | $60.4M | 12.35% | 7.2M | 增持 |
| 4 | ALLY | ALLY FINL INC | $60.1M | 12.28% | 1.3M | 持平 |
| 5 | CPNG | COUPANG INC | $31.0M | 6.33% | 1.8M | 增持 |
| 6 | RKT | ROCKET COS INC | $23.6M | 4.83% | 1.5M | 新建仓 |
| 7 | GTLB | GITLAB INC | $22.9M | 4.68% | 750,000 | 持平 |
| 8 | SPT | SPROUT SOCIAL INC | $19.2M | 3.91% | 2.5M | 持平 |
| 9 | ULCC | FRONTIER GROUP HLDGS INC | $18.9M | 3.87% | 2.4M | 减持 |
| 10 | TBBB | BBB FOODS INC | $18.8M | 3.84% | 451,497 | 持平 |
| 11 | STLA | STELLANTIS N.V | $18.4M | 3.75% | 3.2M | 持平 |
| 12 | LOMA | LOMA NEGRA C I A S A MTN 14 | $16.4M | 3.36% | 1.4M | 持平 |
| 13 | TBN | TAMBORAN RES CORP | $14.2M | 2.90% | 437,142 | 持平 |
| 14 | VLRS | CONTROLADORA VUELA COMP DE A | $3.8M | 0.78% | 406,139 | 持平 |
| 15 | THRY | THRYV HLDGS INC | $1.5M | 0.30% | 377,593 | 减持 |
| 16 | DLO | DLOCAL LTD | $130,834 | 0.03% | 10,068 | 持平 |
| 17 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | 清仓 |
| 18 | MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR