Q2 2026 13F · SEC CIK 1426749
Ancient Art, L.P.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $489.4M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +19.8%
- Assets under management
- $1.5B
Ancient Art, L.P. is a hedge fund that reported 16 positions worth $489.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Interactive Brokers Group in (IBKR, 22.9%), Zillow Group Inc (Z, 13.9%), Upwork Inc (UPWK, 12.3%). A portfolio copying its top holdings returned 19.8% a year over the last 3 years, against 20.4% for the S&P 500.
Ancient Art, L.P. holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| IBKRInteractive Brokers Group in | 22.9% | +0.0% | $111.9M |
| ZZillow Group Inc | 13.9% | — | $68.1M |
| UPWKUpwork Inc | 12.3% | +21.3% | $60.4M |
| ALLYAlly Financial | 12.3% | +0.0% | $60.1M |
| CPNGCoupang Inc | 6.3% | +200.1% | $31.0M |
| RKTRocket Cos Inc | 4.8% | — | $23.6M |
| GTLBGitLab Inc | 4.7% | +0.0% | $22.9M |
| SPTSprout Social Inc | 3.9% | +0.0% | $19.2M |
| ULCCFrontier Group Hldgs Inc | 3.9% | -23.3% | $18.9M |
| TBBBBbb Foods Inc | 3.8% | +0.0% | $18.8M |
| STLAStellantis N.v | 3.8% | +0.0% | $18.4M |
| LOMALoma Negra C I A S A Mtn 14 | 3.4% | +0.0% | $16.4M |
| TBNTamboran Resources Corporation | 2.9% | +0.0% | $14.2M |
| VLRSControladora Vuela Comp de A | 0.8% | +0.0% | $3.8M |
| THRYThryv Hldgs Inc | 0.3% | -75.8% | $1.5M |
| DLODlocal Ltd | 0.0% | +0.0% | $131K |
What Ancient Art, L.P. bought and sold in Q2 2026, against Q1 2026.
New positions
- Z Zillow Group Inc13.9% of 13F
- RKT Rocket Cos Inc4.8% of 13F
Added to
- CPNG Coupang Inc+200.1% shares
- UPWK Upwork Inc+21.3% shares
Reduced
- THRY Thryv Hldgs Inc-75.8% shares
- ULCC Frontier Group Hldgs Inc-23.3% shares
Sold out
- ECHO Echostar Corpwas 13.9%
- MELI Mercadolibre Incwas 12.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +25.6% /yr
- S&P 500 +20.1%
- 3 years
- +19.8% /yr
- S&P 500 +20.4%
- 5 years
- +8.2% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $489.4M | 16 |
| Q1 2026 | $458.6M | 16 |
| Q4 2025 | $442.1M | 11 |
| Q3 2025 | $416.1M | 12 |
| Q2 2025 | $309.6M | 15 |
| Q1 2025 | $337.1M | 12 |
| Q4 2024 | $470.0M | 14 |
| Q3 2024 | $431.9M | 14 |
| Q2 2024 | $390.4M | 17 |
| Q1 2024 | $494.9M | 16 |
| Q4 2023 | $599.7M | 17 |
| Q3 2023 | $465.8M | 17 |
Questions about Ancient Art, L.P.'s portfolio
What stocks does Ancient Art, L.P. own?
Ancient Art, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $489.4M. The largest are Interactive Brokers Group in (IBKR) at 22.9%, Zillow Group Inc (Z) at 13.9%, Upwork Inc (UPWK) at 12.3%, Ally Financial (ALLY) at 12.3% and Coupang Inc (CPNG) at 6.3%.
What did Ancient Art, L.P. buy last quarter?
In Q2 2026, Ancient Art, L.P. added a new position in Zillow Group Inc (Z), a new position in Rocket Cos Inc (RKT), Coupang Inc (CPNG) (+200.1% shares) and Upwork Inc (UPWK) (+21.3% shares), compared with its Q1 2026 filing.
What did Ancient Art, L.P. sell last quarter?
In Q2 2026, Ancient Art, L.P. sold all of Echostar Corp (ECHO), sold all of Mercadolibre Inc (MELI), Thryv Hldgs Inc (THRY) (-75.8% shares) and Frontier Group Hldgs Inc (ULCC) (-23.3% shares), compared with its Q1 2026 filing.
How has Ancient Art, L.P.'s portfolio performed?
A portfolio copying Ancient Art, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.6% against +20.1%. Over 5 years: +8.2% a year against +11.6%.
When is Ancient Art, L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Ancient Art, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Ancient Art, L.P. manage?
Ancient Art, L.P. reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $489.4M.