StreetAlpha
13F holdings · Q2 2026

Ancient Art

Austin, TX · files as Ancient Art, L.P.
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1426749

Ancient Art reported 16 stocks worth $489M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IBKR (22.9%), Z (13.9%) and UPWK (12.3%). Compared with Q1 2026, the fund opened new positions in Z and RKT, added to UPWK and CPNG, trimmed ULCC and THRY and sold out of ECHO and MELI.

Reported value$489M+6.7% vs last quarter
Stocks held162 new · 2 sold out
Top 5 weight67.7%very concentrated
Turnover52%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IBKR
Interactive Brokers Grouclass Class A
$112M22.9%1.3MNo change8 of 8
2
Z
Zillow Group Inc
$68.1M13.9%2.2MNew position1 of 8
3
UPWK
Upwork Inc
$60.4M12.3%7.2M+1.3M (+21%)8 of 8
4
ALLY
Ally Finl Inc
$60.1M12.3%1.3MNo change8 of 8
5
CPNG
Coupang Inc
$31M6.3%1.8M+1.2M (+200%)2 of 8
6
RKT
Rocket Companies Cla A
$23.6M4.8%1.5MNew position2 of 8
7
GTLB
Gitlab Inc
$22.9M4.7%750KNo change2 of 8
8
SPT
Sprout Social Inc
$19.2M3.9%2.5MNo change2 of 8
9
ULCC
Frontier Group Hldgs Inc
$18.9M3.9%2.4M−728K (−23%)8 of 8
10
TBBB
Bbb Foods Inc
$18.8M3.8%451KNo change5 of 8
🔒 6 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ECHO
Echostar Corp
$63.8M545K
MELI
Mercadolibre Inc
$55.2M32K

Reported value

last 8 quarters
$432MQ3 '24
$470MQ4 '24
$337MQ1 '25
$310MQ2 '25
$416MQ3 '25
$442MQ4 '25
$459MQ1 '26
$489MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Ancient Art 13F FAQ

What does Ancient Art own?

Ancient Art reported 16 stocks worth $489M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IBKR (22.9%), Z (13.9%) and UPWK (12.3%). The table above lists every position in the filing (the top 10 without an account).

What did Ancient Art buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 2 added to, 2 trimmed and 2 sold out. New positions include Z and RKT. It sold all of ECHO and MELI.

When will Ancient Art file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ancient Art's portfolio worth?

The Q2 2026 filing reports $489M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.