Quincy Lee's March 2026 Portfolio Highlights: Major Increases in UPWK, GTLB, SPT, CPNG, and New Positions

As of March 31, 2026, Quincy Lee's portfolio, managed through Ancient Art (Teton Capital), showed notable shifts in holdings. The total portfolio value stands at approximately $442.6 million.

Among the most significant changes, Quincy Lee increased exposure to several companies:

UPWORK INC (UPWK) saw a substantial increase of 28.42% in shares, reflecting strong confidence in the Communication Services sector. For more details on UPWK, visit UPWK.

Three Technology stocks experienced doubling of positions: GITLAB INC (GTLB), SPROUT SOCIAL INC (SPT), and COUPANG INC (CPNG). GTLB and SPT both increased by 100%, while CPNG also saw a 100% jump. More information on these companies can be found at GTLB, SPT, and CPNG.

Conversely, Quincy Lee reduced positions in several key holdings:

INTERACTIVE BROKERS GROUP IN (IBKR) experienced an 18.82% decrease in shares, amounting to a reduction of 358,443 shares. Further details on IBKR are available at IBKR.

STELLANTIS N.V. (STLA) saw an 8.57% reduction in shares, while ECHOSTAR CORP (SATS) experienced a 3.74% decrease. More information on STLA can be found at STLA.

Additionally, holdings in CONTROLADORA VUELA COMP DE A (VLRS) were significantly reduced by 76.83%, and FRONTIER GROUP HLDGS INC (ULCC) decreased by 12.87%. Details on VLRS are available at VLRS.

For a complete view of Quincy Lee's investment profile, including all holdings and performance, visit Quincy Lee's Investor Profile.