Institutional
Ancient Art, L.P.
CIK 0001426749
$458.6M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $84.40 | -3.06% | 60.11% | 460.81% | $86.2M | 18.80% | −358,443 | −21.8% |
| 2 | UPWK | UPWORK INC | $8.76 | 0.23% | -43.12% | -83.09% | $65.3M | 14.24% | +1,319,095 | +28.4% |
| 3 | SATS | ECHOSTAR CORP | $116.28 | -6.71% | 565.22% | 421.43% | $63.8M | 13.92% | −21,200 | −3.7% |
| 4 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $55.2M | 12.04% | +31,935 | NEW |
| 5 | ALLY | ALLY FINL INC | $42.77 | 0.85% | 21.36% | -1.81% | $51.3M | 11.19% | — | HELD |
| 6 | STLA | STELLANTIS N.V | $7.11 | 0.07% | -27.96% | -49.18% | $22.7M | 4.95% | −300,000 | −8.6% |
| 7 | TBN | TAMBORAN RES CORP | $35.24 | -0.93% | 67.15% | 49.14% | $21.9M | 4.76% | — | HELD |
| 8 | GTLB | GITLAB INC | $31.12 | 0.91% | -36.19% | -67.76% | $16.2M | 3.54% | +750,000 | NEW |
| 9 | TBBB | BBB FOODS INC | $39.42 | 3.19% | 44.50% | 65.77% | $16.0M | 3.48% | +59,860 | +15.3% |
| 10 | LOMA | LOMA NEGRA C I A S A MTN 14 | $11.14 | -2.11% | -7.78% | 103.77% | $15.9M | 3.47% | — | HELD |
| 11 | SPT | SPROUT SOCIAL INC | $7.16 | -1.04% | -66.71% | -91.86% | $14.5M | 3.15% | +2,537,074 | NEW |
| 12 | CPNG | COUPANG INC | $15.15 | -8.35% | -46.75% | -58.29% | $11.2M | 2.45% | +594,799 | NEW |
| 13 | ULCC | FRONTIER GROUP HLDGS INC | $6.07 | 2.10% | 76.97% | -58.82% | $11.0M | 2.40% | −461,099 | −12.9% |
| 14 | THRY | THRYV HLDGS INC | $3.78 | 1.61% | -72.65% | -88.80% | $4.3M | 0.93% | — | HELD |
| 15 | VLRS | CONTROLADORA VUELA COMP DE A | $7.32 | -0.41% | 63.98% | -66.80% | $2.9M | 0.64% | −1,347,054 | −76.8% |
| 16 | DLO | DLOCAL LTD | $11.24 | -4.50% | 8.95% | -73.44% | $131K | 0.03% | +10,068 | NEW |
Source: SEC EDGAR · accession 0001426749-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.