Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $458.61M~ (+$17M~)
- Previous value:
- $442.08M~
- # of changes:
- 12
- New positions:
- 5
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Ancient Art (Teton Capital) has disclosed a total of 12 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 2, bought 5 totally new and decreased the number of shares of 5 position(s).
What stocks did Quincy Lee buy in 2026 Q1?
During 2026 Q1 Quincy Lee has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (UPWK) Upwork Inc (added shares +28.42%), (MELI) MercadoLibre Inc (new buy), (GTLB) Gitlab Inc (new buy), (TBBB) BBB FOODS INC, CL-A (added shares +15.28%) and (SPT) Sprout Social Inc (new buy).
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Coupang LLC
|
new
|
+594,799
|
594,799
|
+2.45%
|
$18.88
|
-13.14%($16.40)
|
2.45%
|
2026 Q1
|
~0.25 years
|
|
|
|
DLOCAL LTD
|
new
|
+10,068
|
10,068
|
+0.03%
|
$12.97
|
+14.42%($14.84)
|
0.03%
|
2026 Q1
|
~0.25 years
|
|
|
|
Gitlab Inc
|
new
|
+750,000
|
750,000
|
+3.54%
|
$21.64
|
+89.88%($41.09)
|
3.54%
|
2026 Q1
|
~0.25 years
|
|
|
|
MercadoLibre Inc
|
new
|
+31,935
|
31,935
|
+12.04%
|
$1,729.02
|
+12.34%($1,942.41)
|
12.04%
|
2026 Q1
|
~0.25 years
|
|
|
|
Sprout Social Inc
|
new
|
+2,537,074
|
2,537,074
|
+3.15%
|
$5.70
|
+74.47%($9.94)
|
3.15%
|
2026 Q1
|
~0.25 years
|
|
|
|
Upwork Inc
|
+28.42%
|
+1,319,095
|
5,959,909
|
+3.15%
|
$10.96
|
-20.90%($8.67)
|
14.24%
|
2019 Q1
|
~7.25 years
|
|
|
|
BBB FOODS INC, CL-A
|
+15.28%
|
+59,860
|
451,497
|
+0.46%
|
$35.37
|
+43.23%($50.66)
|
3.48%
|
2025 Q3
|
~0.75 years
|
|
|
|
EchoStar Corp
|
-3.74%
|
-21,200
|
545,189
|
-0.56%
|
$117.07
|
-25.51%($87.20)
|
13.92%
|
2025 Q2
|
~1.00 year
|
|
|
|
STELLANTIS NV
|
-8.57%
|
-300,000
|
3,199,412
|
-0.48%
|
$7.09
|
-23.62%($5.42)
|
4.95%
|
2019 Q2
|
~7.00 years
|
|
|
|
Frontier Group Holdings Inc
|
-12.87%
|
-461,099
|
3,122,704
|
-0.37%
|
$3.53
|
+65.30%($5.84)
|
2.40%
|
2021 Q3
|
~4.75 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".