Ancient Art

Long Only

Ancient Art · Filed 2026-08-14 · CIK 0001426749 · Q2 2026

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Form ADV discretionary AUM, 2026-10-02i

$1.50B

13F Equity Value

$0.49B

As of Q2 2026

13F / AUM

32.5%

Mostly non-13F assets

Positions

13F long book at a glance — % of AUM

IBKR

UPWK

NON-13F · 67%

Min weight:

Value

# SharesSourceWeight

INTERACTIVE BROKERS GROUP INHIST

IBKR

$111.9M

7.4%1,285,193——3.04%13F

ZILLOW GROUP INCHIST

$68.1M

4.5%2,160,359+2,160,359NEW0.93%13F

UPWORK INCHIST

UPWK

$60.4M

4.0%7,228,530+1,268,621+21.3%6.20%13F+13G

ALLY FINL INCHIST

ALLY

$60.1M

4.0%1,308,399——0.43%13F

COUPANG INCHIST

CPNG

$31.0M

2.1%1,784,799+1,190,000+200.1%0.10%13F

ROCKET COS INCHIST

RKT

$23.6M

1.6%1,500,000+1,500,000NEW0.25%13F

GITLAB INCHIST

GTLB

$22.9M

1.5%750,000——0.44%13F

SPROUT SOCIAL INCHIST

SPT

$19.2M

1.3%2,537,074———13F

FRONTIER GROUP HLDGS INCHIST

ULCC

$18.9M

1.3%2,395,119(727,585)(23.3%)—13F

BBB FOODS INCHIST

TBBB

$18.8M

1.3%451,497———13F

STELLANTIS N.VHIST

STLA

$18.4M

1.2%3,199,412——0.11%13F

LOMA NEGRA C I A S A MTN 14HIST

LOMA

$16.4M

1.1%1,435,809——0.25%13F

TAMBORAN RES CORPHIST

TBN

$14.2M

0.9%437,142——1.25%13F

CONTROLADORA VUELA COMP DE AHIST

VLRS

$3.8M

0.3%406,139———13F

THRYV HLDGS INCHIST

THRY

$1.5M

0.1%377,593(1,183,315)(75.8%)0.85%13F

DLOCAL LTDHIST

DLO

$0.1M

0.0%10,068——0.00%13F

Positions are primarily from the latest 13F-HR. Rows marked Off-13F are >5% stakes disclosed in Schedule 13D/13G filings — they capture holdings (incl. recent or non-13F-eligible names) the quarterly 13F may omit; these report shares and percent of class but not dollar value, so value is shown only for 13F positions. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.