Ancient Art, L.P. 13F holdings
Ancient Art, L.P. reported 16 positions with a total reported value of $489.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: IBKR INTERACTIVE BROKERS GROUP IN (22.9%), ZG ZILLOW GROUP INC (13.9%), UPWK UPWORK INC (12.3%), ALLY FINL INC (12.3%), CPNG COUPANG INC (6.3%). Against 2026-03-31 it opened 2 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
16 largest of 16 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| IBKR INTERACTIVE BROKERS GROUP IN | 1,285,193 | $111.9M | 22.9% |
| ZG ZILLOW GROUP INC | 2,160,359 | $68.1M | 13.9% |
| UPWK UPWORK INC | 7,228,530 | $60.4M | 12.3% |
| ALLY FINL INC | 1,308,399 | $60.1M | 12.3% |
| CPNG COUPANG INC | 1,784,799 | $31.0M | 6.3% |
| ROCKET COS INC | 1,500,000 | $23.6M | 4.8% |
| GTLB GITLAB INC | 750,000 | $22.9M | 4.7% |
| SPT SPROUT SOCIAL INC | 2,537,074 | $19.2M | 3.9% |
| ULCC FRONTIER GROUP HLDGS INC | 2,395,119 | $18.9M | 3.9% |
| TBBB BBB FOODS INC | 451,497 | $18.8M | 3.8% |
| STLA STELLANTIS N.V | 3,199,412 | $18.4M | 3.8% |
| LOMA NEGRA C I A S A MTN 14 | 1,435,809 | $16.4M | 3.4% |
| TBN TAMBORAN RES CORP | 437,142 | $14.2M | 2.9% |
| CONTROLADORA VUELA COMP DE A | 406,139 | $3.8M | 0.8% |
| THRY THRYV HLDGS INC | 377,593 | $1.5M | 0.3% |
| DLO DLOCAL LTD | 10,068 | $130.8K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ZG ZILLOW GROUP INC | 2,160,359 | $68.1M | 13.9% |
| ROCKET COS INC | 1,500,000 | $23.6M | 4.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CPNG COUPANG INC | 594,799 | 1,784,799 | +200.1% | $31.0M |
| UPWK UPWORK INC | 5,959,909 | 7,228,530 | +21.3% | $60.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ULCC FRONTIER GROUP HLDGS INC | 3,122,704 | 2,395,119 | -23.3% | $18.9M |
| THRY THRYV HLDGS INC | 1,560,908 | 377,593 | -75.8% | $1.5M |
CIK 1426749 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
