Ancient Art, L.P. — 13F Holdings & Portfolio

CIK 1426749 · latest 13F-HR filed 2026-05-15

Ancient Art, L.P. manages $458.6M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IBKR (18.80%), UPWK (14.24%), SATS (13.92%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 0, added to 2, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$458.6M

Long-equity book

Holdings

16

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+5 / −0 / ↑2 / ↓8

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAMBORAN RES CORP$9.9M +83.6%
  • BBB FOODS INC$2.9M +22.1%
Show all 2

Top Trims

  • UPWORK INC-$26.7M -29.0%
  • INTERACTIVE BROKERS GROUP IN-$19.5M -18.5%
  • STELLANTIS N.V-$15.4M -40.5%
  • CONTROLADORA VUELA COMP DE A-$12.6M -81.1%
  • ALLY FINL INC-$7.9M -13.4%
Show all 8

New Positions

  • MERCADOLIBRE INC$55.2M
  • GITLAB INC$16.2M
  • SPROUT SOCIAL INC$14.5M
  • COUPANG INC$11.2M
  • DLOCAL LTD$130.6K
Show all 5

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $86.2M 18.80% 1,285,193 SH
2 UPWORK INC UPWK 91688F104 $65.3M 14.24% 5,959,909 SH
3 ECHOSTAR CORP SATS 278768106 $63.8M 13.92% 545,189 SH
4 MERCADOLIBRE INC MELI 58733R102 $55.2M 12.04% 31,935 SH
5 ALLY FINL INC ALLY 02005N100 $51.3M 11.19% 1,308,399 SH
6 STELLANTIS N.V STLA N82405106 $22.7M 4.95% 3,199,412 SH
7 TAMBORAN RES CORP TBN 87507T101 $21.9M 4.76% 437,142 SH
8 GITLAB INC GTLB 37637K108 $16.2M 3.54% 750,000 SH
9 BBB FOODS INC TBBB G0896C103 $16.0M 3.48% 451,497 SH
10 LOMA NEGRA C I A S A MTN 14 LOMA 54150E104 $15.9M 3.47% 1,435,809 SH
11 SPROUT SOCIAL INC SPT 85209W109 $14.5M 3.15% 2,537,074 SH
12 COUPANG INC CPNG 22266T109 $11.2M 2.45% 594,799 SH
13 FRONTIER GROUP HLDGS INC ULCC 35909R108 $11.0M 2.40% 3,122,704 SH
14 THRYV HLDGS INC THRY 886029206 $4.3M 0.93% 1,560,908 SH
15 CONTROLADORA VUELA COMP DE A VLRS 21240E105 $2.9M 0.64% 406,139 SH
16 DLOCAL LTD DLO G29018101 $130.6K 0.03% 10,068 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $458.6M 16 0001426749-26-000002
2025-12-31 2026-02-17 $442.1M 11 0001426749-26-000001
2025-09-30 2025-11-14 $416.1M 12 0001426749-25-000006