Quincy Lee - Ancient Art (Teton Capital) Portfolio Stock Holdings
Ancient Art (Teton Capital) disclosed 16 stock positions valued at approximately $458.6 million in its latest SEC 13F filing. The largest holdings include INTERACTIVE BROKERS GROUP IN, UPWORK INC, and ECHOSTAR CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $458.6M
Holdings by Sector
Ancient Art (Teton Capital) Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 18.80% | 1,285,193 | -358,443 | -21.81% | $86,197,895 |
| UPWORK INC | UPWK | Communication Services | 14.24% | 5,959,909 | +1,319,095 | +28.42% | $65,320,603 |
| ECHOSTAR CORP | SATS | Technology | 13.92% | 545,189 | -21,200 | -3.74% | $63,825,276 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 12.04% | 31,935 | +31,935 | +100.00% | $55,216,254 |
| ALLY FINL INC | ALLY | Financial Services | 11.19% | 1,308,399 | - | - | $51,328,493 |
| STELLANTIS N.V | STLA | Other | 4.95% | 3,199,412 | -300,000 | -8.57% | $22,683,831 |
| TAMBORAN RES CORP | TBN | Energy | 4.76% | 437,142 | - | - | $21,852,729 |
| GITLAB INC | GTLB | Technology | 3.54% | 750,000 | +750,000 | +100.00% | $16,230,000 |
| LOMA NEGRA C I A S A MTN 14 | LOMA | Basic Materials | 3.47% | 1,435,809 | - | - | $15,923,122 |
| SPROUT SOCIAL INC | SPT | Technology | 3.15% | 2,537,074 | +2,537,074 | +100.00% | $14,461,322 |
| COUPANG INC | CPNG | Consumer Cyclical | 2.45% | 594,799 | +594,799 | +100.00% | $11,229,805 |
| FRONTIER GROUP HLDGS INC | ULCC | Industrials | 2.40% | 3,122,704 | -461,099 | -12.87% | $11,023,145 |
| THRYV HLDGS INC | THRY | Communication Services | 0.93% | 1,560,908 | - | - | $4,276,888 |
| CONTROLADORA VUELA COMP DE A | VLRS | Industrials | 0.64% | 406,139 | -1,347,054 | -76.83% | $2,940,446 |
| DLOCAL LTD | DLO | Other | 0.03% | 10,068 | +10,068 | +100.00% | $130,582 |