Quincy Lee - Ancient Art (Teton Capital) Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ancient Art (Teton Capital) disclosed 16 stock positions valued at approximately $489.39M as of quarter-end June 30, 2026. The largest holdings include INTERACTIVE BROKERS GROUP IN, ZILLOW GROUP INC, and UPWORK INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $489.39M
Holdings by Sector
Ancient Art (Teton Capital) Portfolio Holdings in Q2 2026
| 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 |
| BBB FOODS INC | TBBB | Other | 3.84% | 451,497 | - | - | $18,813,880 |
| 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 |
Showing 16 of 16 holdings in the latest reporting period.