Quincy Lee's Top Holdings in Portfolio
A snapshot of Quincy Lee's portfolio holdings as of December 31, 2025, highlighting significant changes in shares for key positions.

As of December 31, 2025, Quincy Lee's portfolio managed by Ancient Art (Teton Capital) totals approximately $429 million. The top holdings represent a significant portion of this portfolio, with UPWK, SATS, STLA, ULCC, VLRS, and THRY accounting for the largest allocations.
UPWK (UPWORK INC) shows a notable increase in shares, rising by 8.72% compared to the previous period, while THRY (THRYV HLDGS INC) experienced a substantial increase of 19.2%. Conversely, ULCC (FRONTIER GROUP HLDGS INC) and VLRS (CONTROLADORA VUELA COMP DE A) saw significant reductions, with decreases of 16.34% and 10.58% respectively.
For more detailed information on Quincy Lee's investment profile, visit https://www.insiderset.com/investor/quincy-lee-ancient-art. Detailed analysis of each stock can be found at UPWK, SATS, STLA, ULCC, VLRS, and THRY.