Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:
New Buys - Zillow Group, Inc.
Increases - Meta Platforms, Inc., Oscar Health, Inc., SEMrush Holdings, Inc., Stellantis, Uber Technologies, Inc., and 2 more
Complete Exits - Trip.com Group Limited, Wells Fargo & Company
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 2022
|
BABA
Alibaba Group Holding Limited
|
Sell |
-165,818
|
|
Q1 2022
|
ET
Energy Transfer LP
|
Sell |
-2,150,000
|
|
Q1 2022
|
IBKR
Interactive Brokers Group, Inc.
|
Sell |
-125,651
|
|
Q1 2022
|
META
Meta Platforms, Inc.
|
Buy |
+85,000
|
|
Q1 2022
|
OSCR
Oscar Health, Inc.
|
Buy |
+575,540
|
|
Q1 2022
|
SEMR
SEMrush Holdings, Inc.
|
Buy |
+11,609
|
|
Q1 2022
|
STLA
Stellantis
|
Buy |
+500,000
|
|
Q1 2022
|
TCOM
Trip.com Group Limited
|
Sell - Position Exit |
-808,957
|
|
Q1 2022
|
UBER
Uber Technologies, Inc.
|
Buy |
+50,000
|
|
Q1 2022
|
ULCC
Frontier Group Holdings, Inc.
|
Buy |
+1,512,868
|
|
Q1 2022
|
UPWK
Upwork Inc.
|
Buy |
+1,142,797
|
|
Q1 2022
|
WFC
Wells Fargo & Company
|
Sell - Position Exit |
-370,775
|
|
Q1 2022
|
ZG
Zillow Group, Inc.
|
Buy - Position Entry |
+480,874
|