Ancient Art, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ancient Art, L.P. reported 16 stock positions worth $489.4 million. Its top holding was Interactive Brokers Gro Class A (IBKR) at 22.9% of the portfolio, followed by Zillow Class C (Z, 13.9%) and Upwork (UPWK, 12.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 2 and reduced 2. The biggest buy was a new position in Zillow Class C (Z) and the biggest sale an exit from Echostar Class A (ECHO).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001426749
Portfolio Value
$489.4M (Q2 2026)
SEC Filing
0001426749-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $494.9M Q1 2024 Q2 2024: $390.4M Q2 2024 Q3 2024: $431.9M Q3 2024 Q4 2024: $470.0M Q4 2024 Q1 2025: $337.1M Q1 2025 Q2 2025: $309.6M Q2 2025 Q3 2025: $416.1M Q3 2025 Q4 2025: $442.1M Q4 2025 Q1 2026: $458.6M Q1 2026 Q2 2026: $489.4M $489.4M Q2 2026

Holdings 16 stocks · $489.4M
IBKR Interactive Brokers Gro Class A 22.86% 1,285,193 $111.9M No change
Z Zillow Group Inc. Class C 13.91% 2,160,359 $68.1M New
UPWK Upwork Inc. 12.35% 7,228,530 $60.4M Add +21.3%
ALLY Ally Financial Inc. 12.28% 1,308,399 $60.1M No change
CPNG Coupang Inc. 6.33% 1,784,799 $31.0M Add +200.1%
RKT Rocket Cos Inc. Class A 4.83% 1,500,000 $23.6M New
GTLB Gitlab Inc. Class A 4.68% 750,000 $22.9M No change
SPT Sprout Social Inc. Class A 3.91% 2,537,074 $19.2M No change
ULCC Frontier Group Holdings Inc. 3.87% 2,395,119 $18.9M Reduce -23.3%
TBBB BBB Foods Inc. Class A 3.84% 451,497 $18.8M No change
STLA Stellantis NV 3.75% 3,199,412 $18.4M No change
LOMA Loma Negra Cia Ind-Spon ADR 3.36% 1,435,809 $16.4M No change
TBN Tamboran Resources Corp. 2.90% 437,142 $14.2M No change
VLRS Controladora Vuela Cia-ADR 0.78% 406,139 $3.8M No change
THRY Thryv Holdings Inc. 0.30% 377,593 $1.5M Reduce -75.8%
DLO Dlocal Ltd. 0.03% 10,068 $131K No change

Portfolio Sells Q1 2026 → Q2 2026
ECHO Echostar Corp. Class A Sold out 0.00% −13.92
MELI MercadoLibre Inc. Sold out 0.00% −12.04
THRY Thryv Holdings Inc. Reduce -75.8% 0.30% −0.63
ULCC Frontier Group Holdings Inc. Reduce -23.3% 3.87% +1.47

Portfolio Buys Q1 2026 → Q2 2026
Z Zillow Group Inc. Class C New 13.91% +13.91
RKT Rocket Cos Inc. Class A New 4.83% +4.83
CPNG Coupang Inc. Add +200.1% 6.33% +3.89
UPWK Upwork Inc. Add +21.3% 12.35% −1.90

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 16$489.4MIBKR, Z, UPWK, ALLY, CPNG
Q1 2026 16$458.6MIBKR, UPWK, ECHO, MELI, ALLY
Q4 2025 11$442.1MIBKR, UPWK, ECHO, ALLY, STLA
Q3 2025 12$416.1MIBKR, UPWK, ALLY, ECHO, STLA
Q2 2025 15$309.6MIBKR, ALLY, UPWK, STLA, ECHO
Q1 2025 12$337.1MIBKR, UPWK, OSCR, BABA, STLA
Q4 2024 14$470.0MUPWK, IBKR, ALLY, STLA, OSCR
Q3 2024 14$431.9MALLY, UPWK, IBKR, STLA, ULCC
Q2 2024 17$390.4MUPWK, IBKR, STLA, ALLY, ULCC
Q1 2024 16$494.9MSTLA, UPWK, IBKR, ULCC, ALLY