Ancient Art, L.P. — 13F Holdings

2026 Q2  ·  18 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Ancient Art, L.P. maintained a portfolio of 18 distinct positions. The most significant new addition was ZILLOW GROUP INC, now representing 13.91% of the total fund value. They heavily accumulated shares in COUPANG INC, increasing the position by 200.1%. Conversely, Ancient Art, L.P. completely exited their position in ECHOSTAR CORP.
Position History hover any row below to update
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Ancient Art, L.P. Austin, TX Hedge Fund AUM $489M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
18
Quarter
2026 Q2
Top Holding
IBKR (22.9%)
Top 10 Concentration
88.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IBKR
INTERACTIVE BRO...
Financial Services 22.86% 18.80% #1
Prev: #1
7.0
—
no change no change
P
S
1,285,193 $111,863,199 2012 Q3 13F Filing 2026-06-30 2026-08-14
Z
ZILLOW GROUP IN...
Communication Services 13.91% — #2
Prev: #—
9.0
—
2,160,359 —
NEW
 2,160,359 $68,094,516 2017 Q3 13F Filing 2026-06-30 2026-08-14
UPWK
UPWORK INC
Communication Services 12.35% 14.24% #3 1
Prev: #2
7.5
—
1,268,621 21.3%
P
S
7,228,530 $60,430,511 2019 Q1 13F Filing 2026-06-30 2026-08-14
ALLY
ALLY FINL INC
Financial Services 12.28% 11.19% #4 1
Prev: #5
5.5
—
no change no change
P
S
1,308,399 $60,120,934 2023 Q3 13F Filing 2026-06-30 2026-08-14
CPNG
COUPANG INC
Consumer Cyclical 6.33% 2.45% #5 7
Prev: #12
6.0
—
1,190,000 200.1%
P
S
1,784,799 $31,001,959 2026 Q1 13F Filing 2026-06-30 2026-08-14
RKT
ROCKET COS INC
Financial Services 4.83% — #6
Prev: #—
5.4
—
1,500,000 —
NEW
 1,500,000 $23,625,000 2025 Q2 13F Filing 2026-06-30 2026-08-14
GTLB
GITLAB INC
Technology 4.68% 3.54% #7 1
Prev: #8
2.9
—
no change no change
P
S
750,000 $22,897,500 2026 Q1 13F Filing 2026-06-30 2026-08-14
SPT
SPROUT SOCIAL I...
Technology 3.91% 3.15% #8 3
Prev: #11
2.6
—
no change no change
P
S
2,537,074 $19,154,909 2026 Q1 13F Filing 2026-06-30 2026-08-14
ULCC
FRONTIER GROUP ...
Industrials 3.87% 2.40% #9 4
Prev: #13
1.5
—
-727,585 -23.3%
P
S
2,395,119 $18,945,391 2021 Q3 13F Filing 2026-06-30 2026-08-14
TBBB
BBB FOODS INC
Consumer Defensive 3.84% 3.48% #10 1
Prev: #9
2.5
—
no change no change
P
S
451,497 $18,813,880 2024 Q3 13F Filing 2026-06-30 2026-08-14
STLA
STELLANTIS N.V
Consumer Cyclical 3.75% 4.95% #11 5
Prev: #6
2.5
—
no change no change
P
S
3,199,412 $18,364,625 2021 Q1 13F Filing 2026-06-30 2026-08-14
LOMA
LOMA NEGRA C I ...
Basic Materials 3.36% 3.47% #12 2
Prev: #10
2.3
—
no change no change
P
S
1,435,809 $16,440,013 2024 Q2 13F Filing 2026-06-30 2026-08-14
TBN
TAMBORAN RES CO...
Energy 2.90% 4.76% #13 6
Prev: #7
2.2
—
no change no change
P
S
437,142 $14,211,486 2024 Q3 13F Filing 2026-06-30 2026-08-14
VLRS
CONTROLADORA VU...
Industrials 0.78% 0.64% #14 1
Prev: #15
1.3
—
no change no change
P
S
406,139 $3,805,522 2023 Q3 13F Filing 2026-06-30 2026-08-14
THRY
THRYV HLDGS INC
Technology 0.30% 0.93% #15 1
Prev: #14
0.1
—
-1,183,315 -75.8%
P
S
377,593 $1,487,716 2025 Q2 13F Filing 2026-06-30 2026-08-14
DLO
DLOCAL LTD
Technology 0.03% 0.03% #16
Prev: #16
1.0
—
no change no change
P
S
10,068 $130,834 2026 Q1 13F Filing 2026-06-30 2026-08-14
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.00% 12.04%
Sold All 😨
(Was: #4)
 0.0
—
-31,935 -100.0%
CLOSED
 — $— 2026 Q1 13F Filing 2026-06-30 2026-08-14
SATS
ECHOSTAR CORP
Communication Services 0.00% 13.92%
Sold All 😨
(Was: #3)
 0.0
—
-545,189 -100.0%
CLOSED
 — $— 2025 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-18 of 18 holdings

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