Quincy Lee's March 2026 Portfolio Highlights: Major Increases in UPWK, MELI, GTLB, SPT, CPNG
Quincy Lee's portfolio saw significant share increases in several tech and consumer stocks during the quarter, while some holdings like IBKR experienced substantial reductions.
As of March 31, 2026, Quincy Lee's portfolio managed by Ancient Art (Teton Capital) holds a total value of approximately $442.6 million. The portfolio allocation shows notable shifts in key holdings during the quarter.
Among the most significant changes, Quincy Lee increased positions in several companies. Notably, UPWK saw a 28.42% increase in shares, while MELI, GTLB, SPT, and CPNG all experienced 100% share growth, indicating new positions or substantial additions during the quarter.
Conversely, the investor reduced positions in several key holdings. IBKR experienced an 18.82% decrease in shares, while STLA saw an 8.57% reduction. Other decreases include ULCC (-12.87%) and VLRS (-76.83%).
For more detailed information on Quincy Lee's investment activities, visit https://www.insiderset.com/investor/quincy-lee-ancient-art. Detailed analysis of each stock in the portfolio, including company profiles, can be found at https://www.insiderset.com/investors/stocks/IBKR, https://www.insiderset.com/investors/stocks/UPWK, https://www.insiderset.com/investors/stocks/SATS, https://www.insiderset.com/investors/stocks/MELI, https://www.insiderset.com/investors/stocks/STLA, https://www.insiderset.com/investors/stocks/GTLB, https://www.insiderset.com/investors/stocks/SPT, https://www.insiderset.com/investors/stocks/CPNG, https://www.insiderset.com/investors/stocks/ULCC, and https://www.insiderset.com/investors/stocks/VLRS.