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

As of Jun 30, 2022, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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