Quincy Lee March 2026 Portfolio Update: Major Shifts in Holdings
Quincy Lee's portfolio at Ancient Art (Teton Capital) as of March 31, 2026, shows significant changes in stock positions, including notable increases and decreases.
Quincy Lee's portfolio at Ancient Art (Teton Capital), valued at approximately $442.6 million as of March 31, 2026, reflects several significant changes in holdings compared to the previous period.
Interactive Brokers Group Inc. (IBKR) saw a substantial reduction, with shares decreased by 21.81% to 1,285,193 shares, now accounting for 18.8% of the portfolio.
UPWK experienced a significant increase, with shares rising by 28.42% to 5,959,909 shares, now representing 14.24% of the portfolio.
SATS also decreased notably, with shares down 3.74% to 545,189 shares, now making up 13.92% of the portfolio.
MELI saw a doubling of its position, with shares increasing by 100.0% to 31,935 shares, now accounting for 12.04% of the portfolio.
STLA experienced a decrease, with shares down 8.57% to 3,199,412 shares, now representing 4.95% of the portfolio.
GTLB, SPT, CPNG, ULCC, and VLRS all saw their positions increase by 100.0% in the latest reporting period, adding significantly to the portfolio.