13F HOLDINGS REPORT
Ancient Art, L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004452
Total Value
$465.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UPWORK INC | UPWK | 5,857,915 | $66.5M | 14.29% |
| 2 | STELLANTIS N.V | STLA | 2,983,135 | $57.1M | 12.25% |
| 3 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 550,174 | $47.6M | 10.22% |
| 4 | ALLY FINL INC | 02005N100 | 1,552,802 | $41.4M | 8.89% |
| 5 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 27,995 | $38.6M | 8.30% |
| 6 | FRONTIER GROUP HLDGS INC | ULCC | 7,961,321 | $38.5M | 8.27% |
| 7 | SEMRUSH HLDGS INC | SEMR | 3,655,670 | $31.1M | 6.67% |
| 8 | AMAZON COM INC | AMZN | 225,000 | $28.6M | 6.14% |
| 9 | DESPEGAR COM CORP | G27358103 | 3,622,243 | $26.3M | 5.64% |
| 10 | META PLATFORMS INC | META | 85,112 | $25.6M | 5.49% |
| 11 | SPIRIT AIRLS INC | 848577102 | 1,384,963 | $22.9M | 4.91% |
| 12 | VITAL ENERGY INC | 516806205 | 316,703 | $17.6M | 3.77% |
| 13 | OSCAR HEALTH INC | OSCR | 2,793,141 | $15.6M | 3.34% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 35,000 | $3.0M | 0.65% |
| 15 | CONTROLADORA VUELA COMP DE A | 21240E105 | 412,248 | $2.8M | 0.60% |
| 16 | WEWORK INC | 96209A401 | 726,549 | $2.2M | 0.47% |
| 17 | U HAUL HOLDING COMPANY | UHAL-B | 8,938 | $468,262 | 0.10% |