StockDriftsStockDriftsTop 16 Ancient Art L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 22.86% | 1.29M | $111.9M | +0.00%(+0) | $7.11(+1226.09%) | 2026-06-30 | |
| Z | ZILLOW GROUP INC | 13.91% | 2.16M | $68.1M | new | $36.16(-3.80%) | 2026-06-30 | |
| UPWK | UPWORK INC | 12.35% | 7.23M | $60.4M | +21.29%(+1.27M) | $13.92(-39.03%) | 2026-06-30 | |
| ALLY | ALLY FINL INC | 12.28% | 1.31M | $60.1M | +0.00%(+0) | $34.05(+31.91%) | 2026-06-30 | |
| CPNG | COUPANG INC | 6.33% | 1.78M | $31.0M | +200.07%(+1.19M) | $18.95(-14.96%) | 2026-06-30 | |
| RKT | ROCKET COS INC | 4.83% | 1.50M | $23.6M | new | $14.54(+1.52%) | 2026-06-30 | |
| GTLB | GITLAB INC | 4.68% | 750.0K | $22.9M | +0.00%(+0) | $29.58(+44.06%) | 2026-06-30 | |
| SPT | SPROUT SOCIAL INC | 3.91% | 2.54M | $19.2M | +0.00%(+0) | $8.49(+16.56%) | 2026-06-30 | |
| ULCC | FRONTIER GROUP HLDGS INC | 3.87% | 2.40M | $18.9M | -23.30%(-727.59K) | $10.04(-33.34%) | 2026-06-30 | |
| TBBB | BBB FOODS INC | 3.84% | 451.5K | $18.8M | +0.00%(+0) | $29.82(+62.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.63% | +79.95% | +10.81% | +67.05% |
| Top 20 Holdings Unweighted | +28.65% | +112.90% | +9.66% | +58.57% |
Ancient Art L P reports $489.39M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are IBKR (22.9%), Z (13.9%) and UPWK (12.3%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +79.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ancient Art L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426749). View Ancient Art L P’s 13F filings on SEC