Ancient Art, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ancient Art, L.P. disclosed 16 US equity positions worth $489.4m in its Q2 2026 13F filing. The largest position was IBKR at 22.9% of the reported book, followed by Z and UPWK. Against the Q1 2026 filing, it opened 2 new positions, added to 2 and reduced 2 among the top 16 holdings.
What did Ancient Art, L.P. own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 22.9% | $111.9m | 1,285,193 | 0% | held |
| 2 | Z ZILLOW GROUP INC | Communication Services | 13.9% | $68.1m | 2,160,359 | – | new |
| 3 | UPWK UPWORK INC | Communication Services | 12.3% | $60.4m | 7,228,530 | 21% | added |
| 4 | ALLY ALLY FINL INC | Financial Services | 12.3% | $60.1m | 1,308,399 | 0% | held |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 6.3% | $31.0m | 1,784,799 | 200% | added |
| 6 | RKT ROCKET COS INC | Financial Services | 4.8% | $23.6m | 1,500,000 | – | new |
| 7 | GTLB GITLAB INC | Technology | 4.7% | $22.9m | 750,000 | 0% | held |
| 8 | SPT SPROUT SOCIAL INC | Technology | 3.9% | $19.2m | 2,537,074 | 0% | held |
| 9 | ULCC FRONTIER GROUP HLDGS INC | Industrials | 3.9% | $18.9m | 2,395,119 | -23% | reduced |
| 10 | TBBB BBB FOODS INC | Consumer Defensive | 3.8% | $18.8m | 451,497 | 0% | held |
| 11 | STLA STELLANTIS N.V | Consumer Cyclical | 3.8% | $18.4m | 3,199,412 | 0% | held |
| 12 | LOMA LOMA NEGRA C I A S A MTN 14 | 3.4% | $16.4m | 1,435,809 | 0% | held | |
| 13 | TAMBORAN RES CORP | 2.9% | $14.2m | 437,142 | 0% | held | |
| 14 | VLRS CONTROLADORA VUELA COMP DE A | Industrials | 0.8% | $3.8m | 406,139 | 0% | held |
| 15 | THRY THRYV HLDGS INC | 0.3% | $1.5m | 377,593 | -76% | reduced | |
| 16 | DLO DLOCAL LTD | Technology | 0.0% | $130.8k | 10,068 | 0% | held |
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.