Ancient Art, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ancient Art, L.P. disclosed 12 US equity positions worth $416.1m in its Q3 2025 13F filing. The largest position was IBKR at 27.2% of the reported book, followed by UPWK and ALLY. Against the Q2 2025 filing, it opened 2 new positions, added to 2 and reduced 1 among the top 12 holdings.
What did Ancient Art, L.P. own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 27.2% | $113.1m | 1,643,636 | 0% | held |
| 2 | UPWK UPWORK INC | Communication Services | 19.1% | $79.3m | 4,268,667 | 13% | added |
| 3 | ALLY ALLY FINL INC | Financial Services | 12.3% | $51.3m | 1,308,399 | 0% | held |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 12.2% | $50.9m | 666,389 | 0% | held |
| 5 | STLA STELLANTIS N.V | Consumer Cyclical | 7.7% | $32.2m | 3,449,412 | 0% | held |
| 6 | ULCC FRONTIER GROUP HLDGS INC | Industrials | 4.5% | $18.9m | 4,283,803 | -9% | reduced |
| 7 | THRY THRYV HLDGS INC | 3.8% | $15.8m | 1,309,459 | 468% | added | |
| 8 | INMD INMODE LTD | Healthcare | 3.4% | $14.3m | 956,630 | – | new |
| 9 | VLRS CONTROLADORA VUELA COMP DE A | 3.4% | $14.1m | 1,960,574 | 0% | held | |
| 10 | TAMBORAN RES CORP | 2.9% | $12.0m | 437,142 | 0% | held | |
| 11 | LOMA LOMA NEGRA C I A S A MTN 14 | 2.5% | $10.6m | 1,435,809 | 0% | held | |
| 12 | TBBB BBB FOODS INC | Consumer Defensive | 0.9% | $3.7m | 138,317 | – | new |
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.