Ancient Art, L.P. holds a concentrated book of 16 stocks worth $458.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Interactive Brokers Gro-CL A. Their largest long position is Interactive Brokers Gro-CL A at 19% of the equity book. Cloning the disclosed picks since 2013 would be +384% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Ancient Art, L.P.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +659.6%, a 275.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ancient Art, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ancient Art, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 16 / 16 | $4.8B |
| JPMORGAN CHASE & CO | 16 / 16 | $2.7B |
| GOLDMAN SACHS GROUP INC | 16 / 16 | $2.1B |
| UBS Group AG | 16 / 16 | $1.5B |
| BANK OF AMERICA CORP /DE/ | 16 / 16 | $1.4B |
| CITIGROUP INC | 16 / 16 | $694.0M |
| WELLS FARGO & COMPANY/MN | 16 / 16 | $365.9M |
| XTX Topco Ltd | 16 / 16 | $31.6M |
Ranked by how many of Ancient Art, L.P.'s top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group In COM CL A | $86.2M | 1.29M | 18.8% | ▼−22% Reduced · −358K sh | |
| 2 | Upwork Inc COM | $65.3M | 5.96M | 14.2% | ▲+28% Added · +1.3M sh | |
| 3 | Echostar Corp CL A | $63.8M | 545.2K | 13.9% | ▼−3.7% Reduced · −21K sh | |
| 4 | Mercadolibre Inc COM | $55.2M | 31.9K | 12.0% | ▲New New position | |
| 5 | Ally Finl Inc COM | $51.3M | 1.31M | 11.2% | —Held | |
| 6 | Stellantis N.V SHS | $22.7M | 3.20M | 4.9% | ▼−8.6% Reduced · −300K sh | |
| 7 | Tamboran Res Corp COM | $21.9M | 437.1K | 4.8% | —Held | |
| 8 | Gitlab Inc CLASS A COM | $16.2M | 750.0K | 3.5% | ▲New New position | |
| 9 | BBB Foods Inc CL A COM | $16.0M | 451.5K | 3.5% | ▲+15% Added · +60K sh | |
| 10 | Loma Negra C I A S A MTN 14 SPONSORED ADS | $15.9M | 1.44M | 3.5% | —Held | |
| 11 | Sprout Social Inc COM CL A | $14.5M | 2.54M | 3.2% | ▲New New position | |
| 12 | Coupang Inc CL A | $11.2M | 594.8K | 2.4% | ▲New New position | |
| 13 | Frontier Group Hldgs Inc COM | $11.0M | 3.12M | 2.4% | ▼−13% Reduced · −461K sh | |
| 14 | Thryv Hldgs Inc COM NEW | $4.3M | 1.56M | 0.9% | —Held | |
| 15 | Controladora Vuela Comp De A SPON ADR RP 10 | $2.9M | 406.1K | 0.6% | ▼−77% Reduced · −1.3M sh | |
| 16 | Dlocal Ltd CLASS A COM | $131K | 10.1K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 16 | $458.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 11 | $442.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 12 | $416.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 15 | $309.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 12 | $337.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 14 | $470.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 14 | $431.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 17 | $390.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 16 | $494.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 17 | $599.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 17 | $465.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 18 | $471.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 17 | $458.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 21 | $472.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 21 | $536.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 21 | $650.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 20 | $769.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 21 | $887.5M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 22 | $947.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 22 | $1.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 23 | $1.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 22 | $1.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 20 | $729.0M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 19 | $544.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.