Ancient Art, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Ancient Art, L.P. reported 17 stock positions worth $390.4 million. Its top holding was Upwork (UPWK) at 20.2% of the portfolio, followed by Interactive Brokers Gro Class A (IBKR, 16.5%) and Stellantis (STLA, 13.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 3 and reduced 7. The biggest buy was Upwork (UPWK, shares +40%) and the biggest sale an exit from First Citizens Bcshs Class A (FCNCA).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001426749
- Portfolio Value
- $390.4M (Q2 2024)
- SEC Filing
- 0001085146-24-003956 ↗ filed Aug 14, 2024
Holdings Value
Holdings 17 stocks · $390.4M
| UPWK Upwork Inc. | 20.21% | 7,339,684 | $78.9M | Add +40.5% |
| IBKR Interactive Brokers Gro Class A | 16.49% | 525,174 | $64.4M | Reduce -4.5% |
| STLA Stellantis NV | 13.17% | 2,590,998 | $51.4M | No change |
| ALLY Ally Financial Inc. | 10.38% | 1,021,646 | $40.5M | No change |
| ULCC Frontier Group Holdings Inc. | 9.51% | 7,527,721 | $37.1M | Reduce -0.3% |
| DESP Despegar.com Corp. | 6.62% | 1,952,272 | $25.8M | Reduce -36.5% |
| VTLE Vital Energy Inc. | 4.63% | 403,700 | $18.1M | No change |
| OSCR Oscar Health Inc. Class A | 4.35% | 1,074,012 | $17.0M | Reduce -46.0% |
| BABA Alibaba Group Holding-SP ADR | 3.63% | 196,629 | $14.2M | Add +76.2% |
| AMZN Amazon.com Inc. | 2.97% | 60,000 | $11.6M | Reduce -33.3% |
| LOMA Loma Negra Cia Ind-Spon ADR | 2.28% | 1,317,994 | $8.9M | New |
| TGLS Tecnoglass Holdings Inc. | 1.93% | 150,000 | $7.5M | New |
| SEMR Semrush Holdings Inc. Class A | 1.69% | 493,606 | $6.6M | Reduce -77.5% |
| XPOF Xponential Fitness Inc. Class A | 0.81% | 203,100 | $3.2M | Add +89.6% |
| VLRS Controladora Vuela Cia-ADR | 0.65% | 399,168 | $2.5M | No change |
| GGAL Grupo Financiero Galicia-ADR | 0.39% | 50,000 | $1.5M | New |
| EXPE Expedia Group Inc. | 0.28% | 8,711 | $1.1M | Reduce -89.3% |
Portfolio Sells Q1 2024 → Q2 2024
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −5.95 |
| SEMR Semrush Holdings Inc. Class A | Reduce -77.5% | 1.69% | −4.17 |
| ULCC Frontier Group Holdings Inc. | Reduce -0.3% | 9.51% | −2.86 |
| EXPE Expedia Group Inc. | Reduce -89.3% | 0.28% | −1.99 |
| OSCR Oscar Health Inc. Class A | Reduce -46.0% | 4.35% | −1.62 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.43 |
| DESP Despegar.com Corp. | Reduce -36.5% | 6.62% | −0.81 |
| AMZN Amazon.com Inc. | Reduce -33.3% | 2.97% | −0.31 |
| IBKR Interactive Brokers Gro Class A | Reduce -4.5% | 16.49% | +4.07 |
Portfolio Buys Q1 2024 → Q2 2024
| UPWK Upwork Inc. | Add +40.5% | 20.21% | +7.27 |
| LOMA Loma Negra Cia Ind-Spon ADR | New | 2.28% | +2.28 |
| BABA Alibaba Group Holding-SP ADR | Add +76.2% | 3.63% | +1.99 |
| TGLS Tecnoglass Holdings Inc. | New | 1.93% | +1.93 |
| XPOF Xponential Fitness Inc. Class A | Add +89.6% | 0.81% | +0.45 |
| GGAL Grupo Financiero Galicia-ADR | New | 0.39% | +0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $489.4M | IBKR, Z, UPWK, ALLY, CPNG |
| Q1 2026 | 16 | $458.6M | IBKR, UPWK, ECHO, MELI, ALLY |
| Q4 2025 | 11 | $442.1M | IBKR, UPWK, ECHO, ALLY, STLA |
| Q3 2025 | 12 | $416.1M | IBKR, UPWK, ALLY, ECHO, STLA |
| Q2 2025 | 15 | $309.6M | IBKR, ALLY, UPWK, STLA, ECHO |
| Q1 2025 | 12 | $337.1M | IBKR, UPWK, OSCR, BABA, STLA |
| Q4 2024 | 14 | $470.0M | UPWK, IBKR, ALLY, STLA, OSCR |
| Q3 2024 | 14 | $431.9M | ALLY, UPWK, IBKR, STLA, ULCC |
| Q2 2024 | 17 | $390.4M | UPWK, IBKR, STLA, ALLY, ULCC |
| Q1 2024 | 16 | $494.9M | STLA, UPWK, IBKR, ULCC, ALLY |