Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2022, the filing reported:

New Buys - Amazon.com, Inc., Spotify

Increases - SEMrush Holdings, Inc., Stellantis, Uber Technologies, Inc., Frontier Group Holdings, Inc., Upwork Inc., and 1 more

Reductions - Alibaba Group Holding Limited

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+140,000	-	$14.87K	140,000
Q2 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-145,000	-27.9%	$42.54K	374,182
Q2 2022	SEMR SEMrush Holdings, Inc.	SEMrush Holdings, Inc.	Buy	+1,561,954	+94.0%	$41.67K	3,222,996
Q2 2022	SPOT Spotify	Spotify	Buy - Position Entry	+196,646	-	$18.45K	196,646
Q2 2022	STLA Stellantis	Stellantis	Buy	+457,500	+18.7%	$35.95K	2,908,135
Q2 2022	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+300,000	+19.4%	$37.86K	1,850,375
Q2 2022	ULCC Frontier Group Holdings, Inc.	Frontier Group Holdings, Inc.	Buy	+1,046,915	+25.8%	$47.85K	5,106,992
Q2 2022	UPWK Upwork Inc.	Upwork Inc.	Buy	+35,000	+1.6%	$44.78K	2,165,181
Q2 2022	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy	+529,778	+110.2%	$32.15K	1,010,652