Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2026, the filing reported:
Increases - Upwork Inc.
Reductions - Interactive Brokers Group, Inc., EchoStar Corporation, Stellantis, Frontier Group Holdings, Inc., Controladora Vuela Compania de
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
CPNG
Coupang, Inc.
|
Buy - Position Entry |
+594,799
|
|
Q1 2026
|
DLO
Dlocal
|
Buy - Position Entry |
+10,068
|
|
Q1 2026
|
GTLB
GitLab Inc.
|
Buy - Position Entry |
+750,000
|
|
Q1 2026
|
IBKR
Interactive Brokers Group, Inc.
|
Sell |
-358,443
|
|
Q1 2026
|
MELI
MercadoLibre, Inc.
|
Buy - Position Entry |
+31,935
|
|
Q1 2026
|
SATS
EchoStar Corporation
|
Sell |
-21,200
|
|
Q1 2026
|
SPT
Sprout Social, Inc
|
Buy - Position Entry |
+2,537,074
|
|
Q1 2026
|
STLA
Stellantis
|
Sell |
-300,000
|
|
Q1 2026
|
ULCC
Frontier Group Holdings, Inc.
|
Sell |
-461,099
|
|
Q1 2026
|
UPWK
Upwork Inc.
|
Buy |
+1,319,095
|
|
Q1 2026
|
VLRS
Controladora Vuela Compania de
|
Sell |
-1,347,054
|
|
Q4 2025
|
M5425M103
InMode
|
Sell - Position Exit |
-956,630
|
|
Q4 2025
|
SATS
EchoStar Corporation
|
Sell |
-100,000
|
|
Q4 2025
|
STLA
Stellantis
|
Buy |
+50,000
|
|
Q4 2025
|
THRY
Thryv Holdings, Inc.
|
Buy |
+251,449
|
|
Q4 2025
|
ULCC
Frontier Group Holdings, Inc.
|
Sell |
-700,000
|
|
Q4 2025
|
UPWK
Upwork Inc.
|
Buy |
+372,147
|
|
Q4 2025
|
VLRS
Controladora Vuela Compania de
|
Sell |
-207,381
|