Q1 2026 · 13F-HR
Ancient Art, L.P.holdings as filed
Filed 2026-05-15 · accession 0001426749-26-000002
$458.6M
Reported value
16
Positions
2026-03-31
Period end
The Brief · Ancient Art, L.P. · Q1 2026
AI · grounded in 13F
Ancient Art, L.P. established a new position in MELI valued at $55.2M. The fund also opened new stakes in GTLB for $16.2M and SPT for $14.5M. On the selling side, the fund reduced its holding in VLRS by 76.8% and trimmed its position in IBKR by 21.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $86.2M | 18.8% | 1,285,193 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $65.3M | 14.2% | 5,959,909 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $63.8M | 13.9% | 545,189 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $55.2M | 12.0% | 31,935 | Common | SOLE |
| 02005N100 | ALLY | ALLY FINL INC | $51.3M | 11.2% | 1,308,399 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $22.7M | 4.95% | 3,199,412 | Common | SOLE |
| 87507T101 | TBN | TAMBORAN RES CORP | $21.9M | 4.76% | 437,142 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $16.2M | 3.54% | 750,000 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $16.0M | 3.48% | 451,497 | Common | SOLE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $15.9M | 3.47% | 1,435,809 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $14.5M | 3.15% | 2,537,074 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $11.2M | 2.45% | 594,799 | Common | SOLE |
| 35909R108 | ULCC | FRONTIER GROUP HLDGS INC | $11.0M | 2.40% | 3,122,704 | Common | SOLE |
| 886029206 | THRY | THRYV HLDGS INC | $4.3M | 0.93% | 1,560,908 | Common | SOLE |
| 21240E105 | VLRS | CONTROLADORA VUELA COMP DE A | $2.9M | 0.64% | 406,139 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $130,582 | 0.03% | 10,068 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.