Ancient Art, L.P.

CIK

1426749

Location

AUSTIN, TX

Portfolio Value

Small $489,387,987

Diversification

Diversified

Filing Date

Global Rank

#2,892 / 8,700 ▲ 794

Top Industry

Internet Content & Information 26.3%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

+4.1 pts

Top 5

67.7%

−2.4 pts

Top 10

88.9%

−1.5 pts

HHI

1,184

Diversified+57

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.0%	$195,609,132	3
Communication Services	26.3%	$128,525,025	2
Consumer Cyclical	10.1%	$49,366,582	2
Technology	8.9%	$43,670,957	4
Industrials	4.6%	$22,750,913	2
Consumer Defensive	3.8%	$18,813,879	1
Basic Materials	3.4%	$16,440,013	1
Energy	2.9%	$14,211,486	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
UPWK	Upwork, Inc	+1,268,621	7,228,530	$60,430,510
CPNG	Coupang, Inc.	+1,190,000	1,784,799	$31,001,958
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
THRY	Thryv Holdings, Inc.	−1,183,315	377,593	$1,487,716
ULCC	Frontier Group Holdings, Inc.	−727,585	2,395,119	$18,945,391
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ZG	Zillow Group, Inc.	2,160,359	$68,094,515
RKT	Rocket Companies, Inc.	1,500,000	$23,625,000
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ECHO	EchoStar CORP	545,189	$63,825,276
MELI	Mercadolibre Inc	31,935	$55,216,253
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $489,387,987 total · filing declares 16 positions · $489,387,995 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBKR	Interactive Brokers Group, Inc. Financial Services	Held	1,285,193	0	$111,863,198	+29.8%	22.86%
ZG	Zillow Group, Inc. Communication Services	NEW	2,160,359	NEW	$68,094,515	NEW	13.91%
UPWK	Upwork, Inc Communication Services	Added	7,228,530	+1,268,621	$60,430,510	−7.5%	12.35%
ALLY	Ally Financial Inc. Financial Services	Held	1,308,399	0	$60,120,934	+17.1%	12.28%
CPNG	Coupang, Inc. Consumer Cyclical	Added	1,784,799	+1,190,000	$31,001,958	+176.1%	6.33%
RKT	Rocket Companies, Inc. Financial Services	NEW	1,500,000	NEW	$23,625,000	NEW	4.83%
GTLB	Gitlab Inc. Technology	Held	750,000	0	$22,897,500	+41.1%	4.68%
SPT	Sprout Social, Inc. Technology	Held	2,537,074	0	$19,154,908	+32.5%	3.91%
ULCC	Frontier Group Holdings, Inc. Industrials	Reduced	2,395,119	-727,585	$18,945,391	+71.9%	3.87%
TBBB	Bbb Foods Inc Consumer Defensive	Held	451,497	0	$18,813,879	+17.8%	3.84%
STLA	Stellantis N.V. Consumer Cyclical	Held	3,199,412	0	$18,364,624	−19.0%	3.75%
LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima Basic Materials	Held	1,435,809	0	$16,440,013	+3.2%	3.36%
TBN	Tamboran Resources Corp Energy	Held	437,142	0	$14,211,486	−35.0%	2.90%
VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V. Industrials	Held	406,139	0	$3,805,522	+29.4%	0.78%
THRY	Thryv Holdings, Inc. Technology	Reduced	377,593	-1,183,315	$1,487,716	−65.2%	0.30%
DLO	dLocal Ltd Technology	Held	10,068	0	$130,833	+0.2%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.