Quincy Lee - Ancient Art (Teton Capital) Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Ancient Art (Teton Capital) portfolio balances reported a total equity value of $489.39M across 16 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight INTERACTIVE BROKERS GROUP IN (IBKR) as the single largest position, accounting for 22.9% of total equity value, followed by ZILLOW GROUP INC (Z), UPWORK INC (UPWK), ALLY FINL INC (ALLY), and others. Collectively, the top five holdings represent 67.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.