Investor
Ancient Art, L.P.
CIK 0001426749 · filed 2026-05-15 · SEC filing
13F book
$458.6M
Positions
16
5 new · 0 sold
Largest name
18.8%
Interactive Brokers Group In
Est. mark
−$54.6M
Price effect on 11 names still held. Flow $71.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In | — | 1.29M | $86.2M | 18.8% | $3.55M | Cut−$19.5M |
| Upwork, Inc | UPWK | 5.96M | $65.3M | 14.2% | −$41.1M | Added−$26.7M |
| Echostar Corp | ECHO | 545.2K | $63.8M | 13.9% | $4.56M | Cut$2.26M |
| Mercadolibre Inc | MELI | 31.9K | $55.2M | 12.0% | — | New |
| Ally Finl Inc | — | 1.31M | $51.3M | 11.2% | −$7.93M | Held |
| Stellantis N.V. | STLA | 3.2M | $22.7M | 4.9% | −$12.2M | Cut−$15.4M |
| Tamboran Res Corp | — | 437.1K | $21.9M | 4.8% | $9.95M | Held |
| Gitlab Inc. | GTLB | 750K | $16.2M | 3.5% | — | New |
| Bbb Foods Inc | TBBB | 451.5K | $16M | 3.5% | $775.4K | Added$2.89M |
| Loma Negra C I A S A Mtn 14 | — | 1.44M | $15.9M | 3.5% | −$2.67M | Held |
| Sprout Social, Inc. | SPT | 2.54M | $14.5M | 3.2% | — | New |
| Coupang, Inc. | CPNG | 594.8K | $11.2M | 2.4% | — | New |
| Frontier Group Hldgs Inc | — | 3.12M | $11M | 2.4% | −$3.68M | Cut−$5.86M |
| Thryv Hldgs Inc | — | 1.56M | $4.28M | 0.9% | −$5.17M | Held |
| Controladora Vuela Comp De A | — | 406.1K | $2.94M | 0.6% | −$666.1K | Cut−$12.6M |
| Dlocal Ltd | DLO | 10.1K | $130.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.