13F HOLDINGS REPORT
Ancient Art, L.P.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001315863-23-000334
Total Value
$472.5M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,010,349 | $73.1M | 15.47% |
| 2 | META PLATFORMS INC | META | 415,112 | $50.0M | 10.57% |
| 3 | FRONTIER GROUP HLDGS INC | ULCC | 4,408,535 | $45.3M | 9.58% |
| 4 | STELLANTIS N.V | STLA | 3,133,135 | $44.5M | 9.42% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 481,304 | $38.0M | 8.04% |
| 6 | AMAZON COM INC | AMZN | 375,000 | $31.5M | 6.67% |
| 7 | SEMRUSH HLDGS INC | SEMR | 3,298,329 | $26.8M | 5.68% |
| 8 | UBER TECHNOLOGIES INC | UBER | 1,075,375 | $26.6M | 5.63% |
| 9 | UPWORK INC | UPWK | 2,487,629 | $26.0M | 5.50% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 464,103 | $24.8M | 5.25% |
| 11 | DESPEGAR COM CORP | G27358103 | 3,712,783 | $19.0M | 4.03% |
| 12 | U HAUL HOLDING COMPANY | UHAL-B | 293,877 | $16.2M | 3.42% |
| 13 | ENERGY TRANSFER L P | ET-PI | 1,166,511 | $13.8M | 2.93% |
| 14 | ARCONIC CORPORATION | 03966V107 | 642,504 | $13.6M | 2.88% |
| 15 | LAREDO PETROLEUM INC | 516806205 | 177,067 | $9.1M | 1.93% |
| 16 | WEWORK INC | 96209A104 | 4,903,808 | $7.0M | 1.48% |
| 17 | OSCAR HEALTH INC | OSCR | 1,455,154 | $3.6M | 0.76% |
| 18 | U HAUL HOLDING COMPANY | UHAL-B | 32,653 | $2.0M | 0.42% |
| 19 | ALIBABA GROUP HLDG LTD | BBAAY | 11,662 | $1.0M | 0.22% |
| 20 | ZILLOW GROUP INC | Z | 14,075 | $439,281 | 0.09% |
| 21 | WEWORK INC | 96209A112 | 2,169,453 | $238,640 | 0.05% |