Ancient Art, L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Ancient Art, L.P. reported 14 stock positions worth $431.9 million. Its top holding was Ally Financial (ALLY) at 18.4% of the portfolio, followed by Upwork (UPWK, 17.8%) and Interactive Brokers Gro Class A (IBKR, 14.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 5, added to 5 and reduced 2. The biggest buy was Ally Financial (ALLY, shares +119%) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001426749
- Portfolio Value
- $431.9M (Q3 2024)
- SEC Filing
- 0001085146-24-005952 ↗ filed Nov 14, 2024
Holdings Value
Holdings 14 stocks · $431.9M
| ALLY Ally Financial Inc. | 18.44% | 2,237,990 | $79.7M | Add +119.1% |
| UPWK Upwork Inc. | 17.76% | 7,339,684 | $76.7M | No change |
| IBKR Interactive Brokers Gro Class A | 14.72% | 456,364 | $63.6M | Reduce -13.1% |
| STLA Stellantis NV | 10.89% | 3,349,412 | $47.1M | Add +29.3% |
| ULCC Frontier Group Holdings Inc. | 9.32% | 7,527,721 | $40.3M | No change |
| OSCR Oscar Health Inc. Class A | 8.68% | 1,768,619 | $37.5M | Add +64.7% |
| DESP Despegar.com Corp. | 5.60% | 1,952,272 | $24.2M | No change |
| BABA Alibaba Group Holding-SP ADR | 3.97% | 161,629 | $17.2M | Reduce -17.8% |
| LOMA Loma Negra Cia Ind-Spon ADR | 2.99% | 1,604,137 | $12.9M | Add +21.7% |
| VTLE Vital Energy Inc. | 2.51% | 403,700 | $10.9M | No change |
| VLRS Controladora Vuela Cia-ADR | 2.18% | 1,486,729 | $9.4M | Add +272.5% |
| TBN Tamboran Resources Corp. | 2.06% | 437,142 | $8.9M | New |
| GGAL Grupo Financiero Galicia-ADR | 0.49% | 50,000 | $2.1M | No change |
| TBBB BBB Foods Inc. Class A | 0.37% | 53,222 | $1.6M | New |
Portfolio Sells Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Sold out | 0.00% | −2.97 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −1.93 |
| IBKR Interactive Brokers Gro Class A | Reduce -13.1% | 14.72% | −1.77 |
| SEMR Semrush Holdings Inc. Class A | Sold out | 0.00% | −1.69 |
| XPOF Xponential Fitness Inc. Class A | Sold out | 0.00% | −0.81 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.28 |
| BABA Alibaba Group Holding-SP ADR | Reduce -17.8% | 3.97% | +0.34 |
Portfolio Buys Q2 2024 → Q3 2024
| ALLY Ally Financial Inc. | Add +119.1% | 18.44% | +8.06 |
| OSCR Oscar Health Inc. Class A | Add +64.7% | 8.68% | +4.33 |
| TBN Tamboran Resources Corp. | New | 2.06% | +2.06 |
| VLRS Controladora Vuela Cia-ADR | Add +272.5% | 2.18% | +1.53 |
| LOMA Loma Negra Cia Ind-Spon ADR | Add +21.7% | 2.99% | +0.71 |
| TBBB BBB Foods Inc. Class A | New | 0.37% | +0.37 |
| STLA Stellantis NV | Add +29.3% | 10.89% | −2.28 |
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 |