Quincy Lee's Portfolio

Ancient Art (Teton Capital) 13F holdings

What is Quincy Lee's portfolio?

Ancient Art (Teton Capital) has disclosed a total of 16 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $458,609,840.

What stocks does Quincy Lee own?

In Quincy Lee's portfolio as of 31 Mar 2026, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (18.80%), (UPWK) UPWORK INC (14.24%), (SATS) ECHOSTAR CORP-A (13.92%), (MELI) MERCADOLIBRE INC (12.04%) and (ALLY) ALLY FINANCIAL INC (11.19%).

To see the historical data of Ancient Art (Teton Capital)'s portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Ancient Art (Teton Capital)'s original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $458M+
Period: 2026 Q1
Number of stock: 16
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALLY
ALLY FINANCIAL INC
11.19%
1,308,399
$39.23
9.02% $42.77
$51,328,493
TBBB
BBB FOODS INC-CLASS A
3.48%
451,497
$35.37
11.45% $39.42
$15,969,449
+15.28% (+59,860)
+0.46%
VLRS
CONTROLADORA VUELA CIA-ADR
0.64%
406,139
$7.24
-
$2,940,446
-76.83% (-1,347,054)
-2.13%
CPNG
COUPANG INC
2.45%
594,799
$18.88
19.76% $15.15
$11,229,805
buy
+2.45%
DLO
DLOCAL LTD/URUGUAY
0.03%
10,068
$12.97
13.34% $11.24
$130,582
buy
+0.03%
SATS
ECHOSTAR CORP-A
13.92%
545,189
$117.07
0.67% $116.28
$63,825,276
-3.74% (-21,200)
-0.54%
ULCC
FRONTIER GROUP HOLDINGS INC
2.40%
3,122,704
$3.53
68.27% $5.94
$11,023,145
-12.87% (-461,099)
-0.35%
GTLB
GITLAB INC-CL A
3.54%
750,000
$21.64
43.81% $31.12
$16,230,000
buy
+3.54%
IBKR
INTERACTIVE BROKERS GRO-CL A
18.80%
1,285,193
$67.07
25.84% $84.40
$86,197,895
-21.81% (-358,443)
-5.24%
LOMA
LOMA NEGRA CIA IND-SPON ADR
3.47%
1,435,809
$11.09
-
$15,923,122
MELI
MERCADOLIBRE INC
12.04%
31,935
$1,729.02
7.01% $1,607.80
$55,216,254
buy
+12.04%
SPT
SPROUT SOCIAL INC - CLASS A
3.15%
2,537,074
$5.70
26.84% $7.23
$14,461,322
buy
+3.15%
STLA
STELLANTIS NV
4.95%
3,199,412
$7.09
0.28% $7.11
$22,683,831
-8.57% (-300,000)
-0.46%
TBN
TAMBORAN RESOURCES CORP
4.77%
437,142
$49.99
28.85% $35.57
$21,852,729
THRY
THRYV HOLDINGS INC
0.93%
1,560,908
$2.74
35.77% $3.72
$4,276,888
UPWK
UPWORK INC
14.24%
5,959,909
$10.96
20.07% $8.76
$65,320,603
+28.42% (+1,319,095)
+3.15%
16 of 16

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.