Quincy Lee - Ancient Art (Teton Capital) Portfolio Stock Holdings
Ancient Art (Teton Capital) disclosed 16 stock positions valued at approximately $489.4 million in its latest SEC 13F filing. The largest holdings include INTERACTIVE BROKERS GROUP IN, ZILLOW GROUP INC, and UPWORK INC. The filing reflects positions held as of June 30, 2026 and was filed on August 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $489.4M
Holdings by Sector
Ancient Art (Teton Capital) Portfolio Holdings in Q2 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 | 22.86% | 1,285,193 | - | - | $111,863,199 |
| ZILLOW GROUP INC | Z | Communication Services | 13.91% | 2,160,359 | +2,077,836 | +2517.89% | $68,094,516 |
| UPWORK INC | UPWK | Communication Services | 12.35% | 7,228,530 | +1,268,621 | +21.29% | $60,430,511 |
| ALLY FINL INC | ALLY | Financial Services | 12.28% | 1,308,399 | - | - | $60,120,934 |
| COUPANG INC | CPNG | Consumer Cyclical | 6.33% | 1,784,799 | +1,190,000 | +200.07% | $31,001,959 |
| ROCKET COS INC | RKT | Financial Services | 4.83% | 1,500,000 | +1,380,297 | +1153.10% | $23,625,000 |
| GITLAB INC | GTLB | Technology | 4.68% | 750,000 | - | - | $22,897,500 |
| SPROUT SOCIAL INC | SPT | Technology | 3.91% | 2,537,074 | - | - | $19,154,909 |
| FRONTIER GROUP HLDGS INC | ULCC | Industrials | 3.87% | 2,395,119 | -727,585 | -23.30% | $18,945,391 |
| STELLANTIS N.V | STLA | Other | 3.75% | 3,199,412 | - | - | $18,364,625 |
| LOMA NEGRA C I A S A MTN 14 | LOMA | Basic Materials | 3.36% | 1,435,809 | - | - | $16,440,013 |
| TAMBORAN RES CORP | TBN | Energy | 2.90% | 437,142 | - | - | $14,211,486 |
| CONTROLADORA VUELA COMP DE A | VLRS | Industrials | 0.78% | 406,139 | - | - | $3,805,522 |
| THRYV HLDGS INC | THRY | Communication Services | 0.30% | 377,593 | -1,183,315 | -75.81% | $1,487,716 |
| DLOCAL LTD | DLO | Other | 0.03% | 10,068 | - | - | $130,834 |