Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 16, 2022, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|