Quincy Lee - Ancient Art (Teton Capital) Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Ancient Art (Teton Capital) portfolio balances reported a total equity value of $458.61M across 16 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight INTERACTIVE BROKERS GROUP IN (IBKR) as the single largest position, accounting for 18.8% of total equity value, followed by UPWORK INC (UPWK), ECHOSTAR CORP (SATS), MERCADOLIBRE INC (MELI), and others. Collectively, the top five holdings represent 70.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.