Ancient Art, L.P. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Ancient Art, L.P. disclosed 14 US equity positions worth $431.9m in its Q3 2024 13F filing. The largest position was ALLY at 18.4% of the reported book, followed by UPWK and IBKR.
What did Ancient Art, L.P. own in Q3 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ALLY ALLY FINL INC | Financial Services | 18.4% | $79.7m | 2,237,990 | – | |
| 2 | UPWK UPWORK INC | Communication Services | 17.8% | $76.7m | 7,339,684 | – | |
| 3 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 14.7% | $63.6m | 456,364 | – | |
| 4 | STLA STELLANTIS N.V | Consumer Cyclical | 10.9% | $47.1m | 3,349,412 | – | |
| 5 | ULCC FRONTIER GROUP HLDGS INC | Industrials | 9.3% | $40.3m | 7,527,721 | – | |
| 6 | OSCR OSCAR HEALTH INC | Healthcare | 8.7% | $37.5m | 1,768,619 | – | |
| 7 | DESPEGAR COM CORP | 5.6% | $24.2m | 1,952,272 | – | ||
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.0% | $17.2m | 161,629 | – | |
| 9 | LOMA LOMA NEGRA C I A S A MTN 14 | 3.0% | $12.9m | 1,604,137 | – | ||
| 10 | 8LP1 VITAL ENERGY INC | 2.5% | $10.9m | 403,700 | – | ||
| 11 | VLRS CONTROLADORA VUELA COMP DE A | 2.2% | $9.4m | 1,486,729 | – | ||
| 12 | TAMBORAN RES CORP | 2.1% | $8.9m | 437,142 | – | ||
| 13 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 0.5% | $2.1m | 50,000 | – | |
| 14 | TBBB BBB FOODS INC | Consumer Defensive | 0.4% | $1.6m | 53,222 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.