Quincy Lee - Ancient Art (Teton Capital) Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 12 | |
| Portfolio Value | $337.10M |
Portfolio Overview
Comprehensive analysis of Quincy Lee's investment portfolio
11
Total Holdings
$337.1M
Portfolio Value
Mar 31, 2025
Latest Filing
20.2%
Largest Position
Top Holdings
1
IBKR
INTERACTIVE BROKERS GROUP IN
$68.0M
20.2%
↓-0.1%
2
UPWK
UPWORK INC
$49.4M
14.6%
↓-0.2%
3
OSCR
OSCAR HEALTH INC
$38.7M
11.5%
4
BABA
ALIBABA GROUP HLDG LTD
$37.9M
11.2%
5
ALLY
ALLY FINL INC
$36.8M
10.9%
↓-0.5%
Recent Activity
IBIT
iShares Bitcoin Trust ETF
-134,000
Jun 30, 2025
BABA
Alibaba Group Holding Limited
-286,629
Jun 30, 2025
VTLE
Vital Energy, Inc.
-335,000
Jun 30, 2025