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Ancient Art, L.P.

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13F filer, CIK 1426749, AUSTIN, TX

Ancient Art, L.P. reported $489,387,995 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 88.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001426749-26-000003

Period
2026-06-30
Reported value
$489M
Holdings
16
Top 10 weight
88.88%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Znew+2,160,359$68.1M
RKTnew+1,500,000$23.6M
CPNGadded+1,190,000$20.7M
UPWKadded+1,268,621$10.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ECHOexited-545,189-$63.8M
MELIexited-31,935-$55.2M
ULCCreduced-727,585-$5.76M
THRYreduced-1,183,315-$4.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001426749-26-000003, largest first. % of portfolio is the value over $489,387,995, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,364 shares; 2024Q4: 445,909 shares; 2025Q1: 410,909 shares; 2025Q2: 1,643,636 shares; 2025Q3: 1,643,636 shares; 2025Q4: 1,643,636 shares; 2026Q1: 1,285,193 shares; 2026Q2: 1,285,193 shares 1,285,193$112M22.86%0Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,160,359 shares 2,160,359$68.1M13.91%newTimeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339,684 shares; 2024Q4: 4,921,007 shares; 2025Q1: 3,782,135 shares; 2025Q2: 3,773,908 shares; 2025Q3: 4,268,667 shares; 2025Q4: 4,640,814 shares; 2026Q1: 5,959,909 shares; 2026Q2: 7,228,530 shares 7,228,530$60.4M12.35%+1,268,621Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237,990 shares; 2024Q4: 2,060,007 shares; 2025Q1: 1,008,399 shares; 2025Q2: 1,308,399 shares; 2025Q3: 1,308,399 shares; 2025Q4: 1,308,399 shares; 2026Q1: 1,308,399 shares; 2026Q2: 1,308,399 shares 1,308,399$60.1M12.28%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594,799 shares; 2026Q2: 1,784,799 shares 1,784,799$31M6.33%+1,190,000Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,703 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500,000 shares 1,500,000$23.6M4.83%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750,000 shares; 2026Q2: 750,000 shares 750,000$22.9M4.68%0Timeline
SPTSPROUT SOCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,537,074 shares; 2026Q2: 2,537,074 shares 2,537,074$19.2M3.91%0Timeline
ULCCFRONTIER GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527,721 shares; 2024Q4: 5,416,221 shares; 2025Q1: 4,530,833 shares; 2025Q2: 4,730,833 shares; 2025Q3: 4,283,803 shares; 2025Q4: 3,583,803 shares; 2026Q1: 3,122,704 shares; 2026Q2: 2,395,119 shares 2,395,119$18.9M3.87%-727,585Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,317 shares; 2025Q4: 391,637 shares; 2026Q1: 451,497 shares; 2026Q2: 451,497 shares 451,497$18.8M3.84%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349,412 shares; 2024Q4: 3,349,412 shares; 2025Q1: 3,349,412 shares; 2025Q2: 3,449,412 shares; 2025Q3: 3,449,412 shares; 2025Q4: 3,499,412 shares; 2026Q1: 3,199,412 shares; 2026Q2: 3,199,412 shares 3,199,412$18.4M3.75%0Timeline
LOMALOMA NEGRA C I A S A MTN 14Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604,137 shares; 2024Q4: 1,503,275 shares; 2025Q1: 1,435,809 shares; 2025Q2: 1,435,809 shares; 2025Q3: 1,435,809 shares; 2025Q4: 1,435,809 shares; 2026Q1: 1,435,809 shares; 2026Q2: 1,435,809 shares 1,435,809$16.4M3.36%0Timeline
TBNTAMBORAN RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,142 shares; 2024Q4: 437,142 shares; 2025Q1: 437,142 shares; 2025Q2: 437,142 shares; 2025Q3: 437,142 shares; 2025Q4: 437,142 shares; 2026Q1: 437,142 shares; 2026Q2: 437,142 shares 437,142$14.2M2.9%0Timeline
VLRSCONTROLADORA VUELA COMP DE AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486,729 shares; 2024Q4: 1,486,729 shares; 2025Q1: 1,816,225 shares; 2025Q2: 1,960,574 shares; 2025Q3: 1,960,574 shares; 2025Q4: 1,753,193 shares; 2026Q1: 406,139 shares; 2026Q2: 406,139 shares 406,139$3.81M0.78%0Timeline
THRYTHRYV HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,443 shares; 2025Q3: 1,309,459 shares; 2025Q4: 1,560,908 shares; 2026Q1: 1,560,908 shares; 2026Q2: 377,593 shares 377,593$1.49M0.3%-1,183,315Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,068 shares; 2026Q2: 10,068 shares 10,068$131K0.03%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ECHOECHOSTAR CORP545,189$63.8Mshares
MELIMERCADOLIBRE INC31,935$55.2Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001426749-26-000003 base2026-08-14acceptance time not in the bulk data set