Quincy Lee's Top Holdings in March 2026: Focus on Tech and Growth Stocks
Ancient Art investor Quincy Lee's portfolio as of March 31, 2026, highlights significant changes in holdings like Interactive Brokers and MercadoLibre, alongside new positions in emerging companies.
As of March 31, 2026, Quincy Lee, managing director at Ancient Art (Teton Capital), saw notable shifts in their portfolio, with Interactive Brokers (IBKR) experiencing a 21.81% reduction in shares, while several new positions were added across technology and consumer cyclical sectors.
Lee's portfolio, valued at approximately $442.6 million, remains heavily concentrated in Financial Services and Technology, with Interactive Brokers (IBKR) leading at 18.8% allocation. The stock's significant decline of -21.81% warrants attention, though Lee's continued stake suggests confidence in the long-term prospects of the brokerage firm.
UPWORK (UPWK) saw a substantial increase of 28.42% in shares, while Echostar Corp (SATS) experienced a minor decrease of -3.74%. Lee's Technology holdings include MercadoLibre (MELI), Gitlab (GTLB), Sprout Social (SPT), and Coupa Networks (CPNG), all acquired at once (100% increase) and now representing 12.04%, 3.54%, 3.15%, and 2.45% of the portfolio respectively.
Lee also added Frontier Group Holdings (ULCC) and Controladora Vuela (VLRS), though both represent small allocations (2.4% and 0.64%) despite significant share increases. The portfolio shows a clear focus on growth-oriented companies, with several positions increased substantially during the prior period.
For more insights into Quincy Lee's investment strategy, visit their investor profile. Detailed analysis of each stock can be found at Interactive Brokers, UPWORK, ECHOSTAR, and other stock profiles.