Ancient Art, L.P.
Net buyer this quarter
$489M
16
+$3.04M
88.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IBKR | $112M | 22.86% | 0.50% | Not reported | Q2 2013 |
 Z | $68.1M | 13.91% | Not reported | Not reported | Q3 2017 |
 UPWK | $60.4M | 12.35% | 5.79% | +21.3% | Q1 2019 |
 ALLY | $60.1M | 12.28% | 0.43% | Not reported | Q3 2023 |
 CPNG | $31M | 6.33% | Not reported | +200.1% | Q1 2026 |
 RKT | $23.6M | 4.83% | Not reported | Not reported | Q2 2025 |
 GTLB | $22.9M | 4.68% | Not reported | Not reported | Q1 2026 |
 SPT | $19.2M | 3.91% | Not reported | Not reported | Q1 2026 |
 ULCC | $18.9M | 3.87% | 1.04% | -23.3% | Q3 2021 |
 TBBB | $18.8M | 3.84% | Not reported | Not reported | Q3 2024 |
 STLA | $18.4M | 3.75% | 0.11% | Not reported | Q1 2021 |
 LOMA | $16.4M | 3.36% | 0.25% | Not reported | Q2 2024 |
 TBN | $14.2M | 2.90% | 1.54% | Not reported | Q3 2024 |
 VLRS | $3.81M | 0.78% | Not reported | Not reported | Q3 2023 |
 THRY | $1.49M | 0.30% | 0.85% | -75.8% | Q2 2025 |
 DLO | $131K | 0.03% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| IBKR | $86.2M | 18.80% | 0.50% | -21.8% | Q2 2013 |
| UPWK | $65.3M | 14.24% | 4.82% | +28.4% | Q1 2019 |
 ECHO | $63.8M | 13.92% | 1.14% | -3.7% | Q2 2025 |
 MELI | $55.2M | 12.04% | 0.06% | New | Q1 2026 |
| ALLY | $51.3M | 11.19% | 0.43% | Not reported | Q3 2023 |
| STLA | $22.7M | 4.95% | 0.11% | -8.6% | Q1 2021 |
| TBN | $21.9M | 4.76% | 1.93% | Not reported | Q3 2024 |
| GTLB | $16.2M | 3.54% | Not reported | New | Q1 2026 |
| TBBB | $16M | 3.48% | Not reported | +15.3% | Q3 2024 |
| LOMA | $15.9M | 3.47% | 0.25% | Not reported | Q2 2024 |
| SPT | $14.5M | 3.15% | Not reported | New | Q1 2026 |
| CPNG | $11.2M | 2.45% | Not reported | New | Q1 2026 |
| ULCC | $11M | 2.40% | 1.36% | -12.9% | Q3 2021 |
| THRY | $4.28M | 0.93% | 3.52% | Not reported | Q2 2025 |
| VLRS | $2.94M | 0.64% | Not reported | -76.8% | Q3 2023 |
| DLO | $131K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| IBKR | $106M | 23.91% | 0.64% | Not reported | Q2 2013 |
| UPWK | $92M | 20.81% | 3.55% | +8.7% | Q1 2019 |
| ECHO | $61.6M | 13.93% | 1.19% | -15.0% | Q2 2025 |
| ALLY | $59.3M | 13.40% | 0.42% | Not reported | Q3 2023 |
| STLA | $38.1M | 8.62% | 0.12% | +1.5% | Q1 2021 |
| LOMA | $18.6M | 4.21% | 0.25% | Not reported | Q2 2024 |
| ULCC | $16.9M | 3.82% | 1.56% | -16.3% | Q3 2021 |
| VLRS | $15.6M | 3.52% | Not reported | -10.6% | Q3 2023 |
| TBBB | $13.1M | 2.96% | Not reported | +183.1% | Q3 2024 |
| TBN | $11.9M | 2.69% | 2.07% | Not reported | Q3 2024 |
| THRY | $9.44M | 2.14% | 3.56% | +19.2% | Q2 2025 |
| Q3 2025 | |||||
| IBKR | $113M | 27.18% | 0.64% | Not reported | Q2 2013 |
| UPWK | $79.3M | 19.05% | 3.25% | +13.1% | Q1 2019 |
| ALLY | $51.3M | 12.33% | 0.43% | Not reported | Q3 2023 |
| ECHO | $50.9M | 12.23% | 1.40% | Not reported | Q2 2025 |
| STLA | $32.2M | 7.74% | 0.12% | Not reported | Q1 2021 |
| ULCC | $18.9M | 4.55% | 1.88% | -9.5% | Q3 2021 |
| THRY | $15.8M | 3.80% | 3.01% | +468.2% | Q2 2025 |
 INMD | $14.3M | 3.43% | 1.38% | New | Q3 2025 |
| VLRS | $14.1M | 3.38% | Not reported | Not reported | Q3 2023 |
| TBN | $12M | 2.88% | 2.45% | Not reported | Q3 2024 |
| LOMA | $10.6M | 2.54% | 0.25% | Not reported | Q2 2024 |
| TBBB | $3.73M | 0.90% | Not reported | Not reported | Q3 2024 |