Ancient Art, L.P.
Ancient Art, L.P. reported 16 US-listed holdings worth $489.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Interactive Brokers Group, Inc. (22.9%), Zillow Group Inc. (13.9%) and Upwork, Inc. (12.3%). Against the quarter before, it opened 2 positions, added to 2, trimmed 2 and sold out of 2.
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +53.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Zillow Group Inc. Z$68.1 million
- Rocket Cos Inc. RKT$23.6 million
Added to 2
- Coupang Inc. Class A CPNG+1.2 million shares · +200%
- Upwork, Inc. UPWK+1.3 million shares · +21%
Trimmed 2
- Frontier Group Holdings Inc. ULCC-727,585 shares · -23%
- Thryv Hldgs Inc. THRY-1.2 million shares · -76%
Sold out of 2
- EchoStar Corp. ECHO$63.8 million last quarter
- MercadoLibre, Inc. MELI$55.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Interactive Brokers Group, Inc. IBKR | 1.3M | $111.9 million | 22.86% | no change |
| Zillow Group Inc. Z | 2.2M | $68.1 million | 13.91% | new |
| Upwork, Inc. UPWK | 7.2M | $60.4 million | 12.35% | +1.3M |
| Ally Financial Inc. ALLY | 1.3M | $60.1 million | 12.28% | no change |
| Coupang Inc. Class A CPNG | 1.8M | $31.0 million | 6.33% | +1.2M |
| Rocket Cos Inc. RKT | 1.5M | $23.6 million | 4.83% | new |
| Gitlab Inc. GTLB | 750.0K | $22.9 million | 4.68% | no change |
| Sprout Social Inc. SPT | 2.5M | $19.2 million | 3.91% | no change |
| Frontier Group Holdings Inc. ULCC | 2.4M | $18.9 million | 3.87% | -727.6K |
| BBB Foods Inc. TBBB | 451.5K | $18.8 million | 3.84% | no change |
| Stellantis N.V. STLA | 3.2M | $18.4 million | 3.75% | no change |
| Loma Negra Corp. LOMA | 1.4M | $16.4 million | 3.36% | no change |
| Tamboran Res Corp. TBN | 437.1K | $14.2 million | 2.90% | no change |
| Controladora Vuela Cia De Aviac VLRS | 406.1K | $3.8 million | 0.78% | no change |
| Thryv Hldgs Inc. THRY | 377.6K | $1.5 million | 0.30% | -1.2M |
| Dlocal Ltd DLO | 10.1K | $130,834 | 0.03% | no change |