Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $489.39M~ (+$31M~)
- Previous value:
- $458.61M~
- # of changes:
- 8
- New positions:
- 2
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Ancient Art (Teton Capital) has disclosed a total of 8 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).
8 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Rocket CompaniesInc
|
new
|
+1,500,000
|
1,500,000
|
+4.83%
|
$15.75
|
-11.84%($13.88)
|
4.83%
|
2026 Q2
|
~0.25 years
|
|
|
|
Zillow Group Inc
|
new
|
+2,160,359
|
2,160,359
|
+13.91%
|
$31.52
|
+16.91%($36.85)
|
13.91%
|
2026 Q2
|
~0.25 years
|
|
|
|
Coupang LLC
|
+200.07%
|
+1,190,000
|
1,784,799
|
+4.22%
|
$17.37
|
-5.58%($16.40)
|
6.33%
|
2026 Q1
|
~0.50 years
|
|
|
|
Upwork Inc
|
+21.29%
|
+1,268,621
|
7,228,530
|
+2.17%
|
$8.36
|
+3.70%($8.67)
|
12.35%
|
2019 Q1
|
~7.50 years
|
|
|
|
Frontier Group Holdings Inc
|
-23.30%
|
-727,585
|
2,395,119
|
-1.25%
|
$7.91
|
-26.23%($5.84)
|
3.87%
|
2021 Q3
|
~5.00 years
|
|
|
|
Thryv Holdings Inc
|
-75.81%
|
-1,183,315
|
377,593
|
-1.02%
|
$3.94
|
-47.21%($2.08)
|
0.30%
|
2025 Q2
|
~1.25 years
|
|
|
|
EchoStar Corp
|
-100%
|
-545,189
|
0
|
-13.92%
|
$117.07
|
-25.51%($87.20)
|
0.00%
|
2025 Q2
|
~1.00 year
|
|
|
|
MercadoLibre Inc
|
-100%
|
-31,935
|
0
|
-12.04%
|
$1,729.02
|
+12.34%($1,942.41)
|
0.00%
|
2026 Q1
|
~0.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".