Ancient Art, L.P. reported 15 positions worth $471.02M for the quarter ended Jun 30, 2026, up 8.1% on the prior quarter. It opened 2 new positions, added to 2, trimmed 2 and exited 2. Its largest holding is Interactive Brokers Group, Inc. at 23.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR Interactive Brokers Group, Inc. | Financial Services | 1.29M | $111.86M | 23.75% | 0 | 0.0% | Unchanged | 0.29% |
| 2 | Z Zillow Group, Inc. | Technology | 2.16M | $68.09M | 14.46% | +2.16M | – | New | 0.95% |
| 3 | UPWK Upwork, Inc | Technology | 7.23M | $60.43M | 12.83% | +1.27M | +21.3% | Added | 5.79% |
| 4 | ALLY Ally Financial Inc. | Financial Services | 1.31M | $60.12M | 12.76% | 0 | 0.0% | Unchanged | 0.42% |
| 5 | CPNG Coupang, Inc. | Consumer Discretionary | 1.78M | $31.00M | 6.58% | +1.19M | +200.1% | Added | 0.11% |
| 6 | RKT Rocket Companies, Inc. | Financial Services | 1.50M | $23.63M | 5.02% | +1.50M | – | New | 0.15% |
| 7 | GTLB Gitlab Inc. | Technology | 750.0K | $22.90M | 4.86% | 0 | 0.0% | Unchanged | 0.49% |
| 8 | SPT Sprout Social, Inc. | Technology | 2.54M | $19.15M | 4.07% | 0 | 0.0% | Unchanged | 4.61% |
| 9 | ULCC Frontier Group Holdings, Inc. | Industrials | 2.40M | $18.95M | 4.02% | -727.6K | -23.3% | Reduced | 1.04% |
| 10 | TBBB Bbb Foods Inc | Consumer Staples | 451.5K | $18.81M | 3.99% | 0 | 0.0% | Unchanged | 0.39% |
| 11 | LOMA Loma Negra Compania Industrial Argentina Sociedad Anonima | Basic Materials | 1.44M | $16.44M | 3.49% | 0 | 0.0% | Unchanged | 1.23% |
| 12 | TBN Tamboran Resources Corp | Energy | 437.1K | $14.21M | 3.02% | 0 | 0.0% | Unchanged | 1.25% |
| 13 | VLRS Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | Industrials | 406.1K | $3.81M | 0.808% | 0 | 0.0% | Unchanged | 0.29% |
| 14 | THRY Thryv Holdings, Inc. | Technology | 377.6K | $1.49M | 0.316% | -1.18M | -75.8% | Reduced | 0.85% |
| 15 | DLO dLocal Ltd | Technology | 10.1K | $130.83K | 0.028% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Ancient Art.
As of its Q2 2026 13F filing, Ancient Art, L.P.’s five largest positions were Interactive Brokers Group, Inc. (IBKR) at 23.7%, Zillow Group, Inc. (Z) at 14.5%, Upwork, Inc (UPWK) at 12.8%, Ally Financial Inc. (ALLY) at 12.8%, Coupang, Inc. (CPNG) at 6.6% of the reported portfolio.
Ancient Art, L.P. reported a 13F portfolio worth $471.02M across 15 positions for Q2 2026. That is up 8.1% from the previous quarter.
Its largest purchases by value were Zillow Group, Inc. ($68.09M), Rocket Companies, Inc. ($23.63M), Coupang, Inc. ($20.67M). It opened 2 new positions.
Its largest sales by value were EchoStar CORP ($63.83M), Mercadolibre Inc ($55.22M), Frontier Group Holdings, Inc. ($5.76M). It exited 2 positions entirely.
From the Form 13F-HR reports Ancient Art, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.