Quincy Lee's Portfolio Trends: Major Share Increases and Decreases in 2025
This analysis highlights Quincy Lee's significant portfolio movements for 2025, including substantial increases in UPWK and THRY, alongside notable decreases in holdings like SATS, ULCC, and VLRS.
As of 2025, Quincy Lee's portfolio, managed through Ancient Art (Teton Capital), showed notable shifts in top holdings. For the quarter, Lee increased their stake in UPWK by 372,147 shares, representing an 8.72% change from the prior period. This position can be explored further here: UPWK.
Conversely, Lee reduced their position in SATS by 100,000 shares, marking a 15.01% decrease. Details on SATS are available here: SATS.
Other changes included a modest increase in STLA (1.45%) and decreases in ULCC (-16.34%) and VLRS (-10.58%). Further information on these holdings can be found here: STLA, ULCC, and VLRS.
Lee also significantly boosted their position in THRY, adding 251,449 shares for a 19.2% increase. More details on THRY are available here: THRY.
For a complete view of Quincy Lee's investment profile, visit: Ancient Art (Teton Capital).