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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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INTERACTIVE BROKERS GROUP INIBKRFinancial Services22.86%1,285,193--$111,863,199
ZILLOW GROUP INCZCommunication Services13.91%2,160,359+2,077,836+2517.89%$68,094,516
UPWORK INCUPWKCommunication Services12.35%7,228,530+1,268,621+21.29%$60,430,511
ALLY FINL INCALLYFinancial Services12.28%1,308,399--$60,120,934
COUPANG INCCPNGConsumer Cyclical6.33%1,784,799+1,190,000+200.07%$31,001,959
ROCKET COS INCRKTFinancial Services4.83%1,500,000+1,380,297+1153.10%$23,625,000
GITLAB INCGTLBTechnology4.68%750,000--$22,897,500
SPROUT SOCIAL INCSPTTechnology3.91%2,537,074--$19,154,909
FRONTIER GROUP HLDGS INCULCCIndustrials3.87%2,395,119-727,585-23.30%$18,945,391
STELLANTIS N.VSTLAOther3.75%3,199,412--$18,364,625
LOMA NEGRA C I A S A MTN 14LOMABasic Materials3.36%1,435,809--$16,440,013
TAMBORAN RES CORPTBNEnergy2.90%437,142--$14,211,486
CONTROLADORA VUELA COMP DE AVLRSIndustrials0.78%406,139--$3,805,522
THRYV HLDGS INCTHRYCommunication Services0.30%377,593-1,183,315-75.81%$1,487,716
DLOCAL LTDDLOOther0.03%10,068--$130,834