Ancient Art, L.P. — 13F Holdings & Portfolio
CIK 1426749 · latest 13F-HR filed 2026-08-14
Ancient Art, L.P. manages $489.4M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IBKR (22.86%), Z (13.91%), UPWK (12.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 8, and trimmed 4.
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.
SUITE 1110
AUSTIN, TX 78701
$489.4M
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −2 / ↑8 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTERACTIVE BROKERS GROUP IN$25.7M +29.8%
- COUPANG INC$19.8M +176.1%
- ALLY FINL INC$8.8M +17.1%
- FRONTIER GROUP HLDGS INC$7.9M +71.9%
- GITLAB INC$6.7M +41.1%
Top Trims
- TAMBORAN RES CORP-$7.6M -35.0%
- UPWORK INC-$4.9M -7.5%
- STELLANTIS N.V-$4.3M -19.0%
- THRYV HLDGS INC-$2.8M -65.2%
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 | $111.9M | 22.86% | 1,285,193 | SH |
| 2 | ZILLOW GROUP INC | Z | 98954M200 | $68.1M | 13.91% | 2,160,359 | SH |
| 3 | UPWORK INC | UPWK | 91688F104 | $60.4M | 12.35% | 7,228,530 | SH |
| 4 | ALLY FINL INC | ALLY | 02005N100 | $60.1M | 12.28% | 1,308,399 | SH |
| 5 | COUPANG INC | CPNG | 22266T109 | $31.0M | 6.33% | 1,784,799 | SH |
| 6 | ROCKET COS INC | RKT | 77311W101 | $23.6M | 4.83% | 1,500,000 | SH |
| 7 | GITLAB INC | GTLB | 37637K108 | $22.9M | 4.68% | 750,000 | SH |
| 8 | SPROUT SOCIAL INC | SPT | 85209W109 | $19.2M | 3.91% | 2,537,074 | SH |
| 9 | FRONTIER GROUP HLDGS INC | ULCC | 35909R108 | $18.9M | 3.87% | 2,395,119 | SH |
| 10 | BBB FOODS INC | TBBB | G0896C103 | $18.8M | 3.84% | 451,497 | SH |
| 11 | STELLANTIS N.V | STLA | N82405106 | $18.4M | 3.75% | 3,199,412 | SH |
| 12 | LOMA NEGRA C I A S A MTN 14 | LOMA | 54150E104 | $16.4M | 3.36% | 1,435,809 | SH |
| 13 | TAMBORAN RES CORP | TBN | 87507T101 | $14.2M | 2.90% | 437,142 | SH |
| 14 | CONTROLADORA VUELA COMP DE A | VLRS | 21240E105 | $3.8M | 0.78% | 406,139 | SH |
| 15 | THRYV HLDGS INC | THRY | 886029206 | $1.5M | 0.30% | 377,593 | SH |
| 16 | DLOCAL LTD | DLO | G29018101 | $130.8K | 0.03% | 10,068 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $489.4M | 16 | 0001426749-26-000003 |
| 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 |