Arkolith/Funds/Ancient Art, L.P.

Ancient Art, L.P.

CIK 1426749
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Ancient Art, L.P. holds a concentrated book of 16 reported positions worth $489.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Zillow Group Inc - C and trimmed Frontier Group Holdings Inc. Their largest long position is Interactive Brokers Gro-CL A at 23% of the reported non-option book. Cloning the disclosed picks since 2013 would be +1153% (+21.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
2
bought for the first time
Added to
2
already held, bought more
Trimmed
2
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+1153.2%
+21.8%/yr · since Nov '13
Their reported book
+1681.7%
held from quarter-end
S&P 500
+428.9%
same window
$10K$40K$69K$99K$129KNov '13Jun '16Jan '19Jul '21Feb '24Sep '26
Ancient Art, L.P. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +1681.7%, a 528.5-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 each quarter's actual reporting lag, ~45 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
68%
Top 10 holdings
89%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
40%
Information Technology
21%
Industrials
19%
Consumer Discretionary
10%
Consumer Staples
4%
Materials
3%
Energy
3%

+1 sector below the cut, under 0.5% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ancient Art, L.P.

Manager / fundShared namesTheir $ in those
Indigo Partners LLC2 / 16$453.0M
Systrade AG2 / 16$46.4M
Caledonia (Private) Investments Pty Ltd2 / 16$805.7M
Brooktree Capital Management4 / 16$34.2M
TFJ Management, LLC2 / 16$33.5M
Technology Crossover Management X, Ltd.2 / 16$128.8M
TB Capital Gestao de Recursos Ltda.2 / 16$26.9M
Crocodile Capital Partners GmbH2 / 16$21.5M

Ranked by the share of each fund's own book sitting in the names it shares with Ancient Art, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

16 positions
#SecurityValueShares% PortLast moveHistory
1Interactive Brokers Group In
COM CL A
$111.9M1.29M
22.9%
—Held
2Zillow Group Inc
CL C CAP STK
$68.1M2.16M
13.9%
▲New
New position
3Upwork Inc
COM
$60.4M7.23M
12.3%
▲+21%
Added · +1.3M sh
4Ally Finl Inc
COM
$60.1M1.31M
12.3%
—Held
5Coupang Inc
CL A
$31.0M1.78M
6.3%
▲+200%
Added · +1.2M sh
6Rocket Cos Inc
COM CL A
$23.6M1.50M
4.8%
▲New
New position
7Gitlab Inc
CLASS A COM
$22.9M750.0K
4.7%
—Held
8Sprout Social Inc
COM CL A
$19.2M2.54M
3.9%
—Held
9Frontier Group Hldgs Inc
COM
$18.9M2.40M
3.9%
▼−23%
Reduced · −728K sh
10BBB Foods Inc
CL A COM
$18.8M451.5K
3.8%
—Held
11Stellantis N.V
SHS
$18.4M3.20M
3.8%
—Held
12Loma Negra C I A S A MTN 14
SPONSORED ADS
$16.4M1.44M
3.4%
—Held
13Tamboran Res Corp
COM
$14.2M437.1K
2.9%
—Held
14Controladora Vuela Comp De A
SPON ADR RP 10
$3.8M406.1K
0.8%
—Held
15Thryv Hldgs Inc
COM NEW
$1.5M377.6K
0.3%
▼−76%
Reduced · −1.2M sh
16Dlocal Ltd
CLASS A COM
$131K10.1K
<0.1%
—Held
Showing all 16 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2021Q3 2020 · $729.0MQ2 2026 · $489.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d16$489.4M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d16$458.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d11$442.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d12$416.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d15$309.6M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d12$337.1M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d14$470.0M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d14$431.9M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d17$390.4M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d16$494.9M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d17$599.7M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d17$465.8M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d18$471.9M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d17$458.5M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d21$472.5M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d21$536.2M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d21$650.2M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d20$769.1M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d21$887.5M13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d22$947.4M13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d22$1.1B13F-HR
Q1 2021Mar 31, 2021May 17, 202147d23$1.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d22$1.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202047d20$729.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.