Portfolio
Activity

Quincy Lee Holdings Activity

Ancient Art (Teton Capital) Portfolio 13F

Ancient Art (Teton Capital) has disclosed a total of 12 changes to the portfolio in the latest (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 is Quincy Lee buying now?

In the recent quarter Quincy Lee has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (MELI) MERCADOLIBRE INC (new buy), (GTLB) GITLAB INC-CL A (new buy), (SPT) SPROUT SOCIAL INC - CLASS A (new buy), (UPWK) UPWORK INC (added shares +28.42%) and (CPNG) COUPANG INC (new buy).

What does Quincy Lee invest in?

Quincy Lee's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (18.8%), (UPWK) UPWORK INC (14.24%), (SATS) ECHOSTAR CORP-A (13.92%), (MELI) MERCADOLIBRE INC (12.04%) and (ALLY) ALLY FINANCIAL INC (11.19%).

In the latest report(s) the following changes have been made to the top investments: (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -21.81%), (UPWK) UPWORK INC (added shares +28.42%), (SATS) ECHOSTAR CORP-A (reduced shares -3.74%) and (MELI) MERCADOLIBRE INC (new buy).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

2022 Q4 (16 results)

BABA

ALIBABA GROUP HOLDING-SP ADR

buy

+11,662

+0.22%

$88.09

-

0.00%

UHAL.B

U-HAUL HOLDING CO-NON VOTING

buy

+293,877

+3.42%

$54.98

-

3.42%

AMZN

AMAZONCOM INC

+167.86%

+235,000

+4.18%

$84.00

192.89% $246.03

6.67%

SPOT

SPOTIFY TECHNOLOGY SA

+112.36%

+254,658

+4.25%

$78.95

529.45% $496.95

0.00%

LPI

LAREDO PETROLEUM INC

+16.44%

+25,000

+0.27%

$51.42

-

1.93%

UPWK

UPWORK INC

+7.08%

+164,399

+0.36%

$10.44

16.09% $8.76

5.50%

SEMR

SEMRUSH HOLDINGS INC-A

+1.12%

+36,593

+0.06%

$8.14

-

5.68%

UBER

UBER TECHNOLOGIES INC

-4.44%

-50,000

-0.26%

$24.73

185.93% $70.71

5.63%

IBKR

INTERACTIVE BROKERS GRO-CL A

-4.72%

-200,000

-0.77%

$18.09

366.62% $84.40

15.47%

META

META PLATFORMS INC-CLASS A

-6.92%

-30,885

-0.79%

$120.34

392.77% $593.00

10.57%

ULCC

FRONTIER GROUP HOLDINGS INC

-7.29%

-346,539

-0.75%

$10.27

42.16% $5.94

9.58%

WE

WEWORK INC-CL A

-17.40%

-1,033,162

-0.31%

$1.43

-

0.00%

FWONA

LIBERTY MEDIA CORP-LIBERTY-A

-57.08%

-617,300

-6.98%

$53.43

-

5.25%

ZG

ZILLOW GROUP INC - A

-95.53%

-300,695

-1.99%

$31.21

13.39% $35.39

0.00%

OPEN

OPENDOOR TECHNOLOGIES INC

-100.00%

-500,000

-0.33%

$3.11

42.12% $4.42

0.00%

TWTR

TWITTER INC

-100.00%

-663,050

-6.15%

$43.84

-

0.00%

2022 Q3 (20 results)

UHAL

AMERCO

buy

+32,653

+3.10%

$509.23

88.70% $57.55

3.10%

OPEN

OPENDOOR TECHNOLOGIES INC

buy

+500,000

+0.29%

$3.11

42.12% $4.42

0.00%

LPI

LAREDO PETROLEUM INC

buy

+152,067

+1.78%

$62.85

-

1.78%

WE.WS

WEWORK INC -CW26

+85.51%

+1,000,000

+0.06%

$0.33

-

0.13%

SPOT

SPOTIFY TECHNOLOGY SA

+15.26%

+30,000

+0.48%

$86.30

475.83% $496.95

3.65%

STLA

STELLANTIS NV

+7.74%

+225,000

+0.50%

$11.84

39.95% $7.11

6.92%

UPWK

UPWORK INC

+7.30%

+158,049

+0.40%

$13.62

35.68% $8.76

5.90%

META

META PLATFORMS INC-CLASS A

+5.94%

+25,000

+0.63%

$135.68

337.06% $593.00

11.29%

IBKR

INTERACTIVE BROKERS GRO-CL A

+4.95%

+200,000

+0.60%

$15.98

428.24% $84.40

12.64%

DESP

DESPEGARCOM CORP

+2.25%

+81,524

+0.09%

$5.70

-

3.95%

SEMR

SEMRUSH HOLDINGS INC-A

+1.20%

+38,740

+0.08%

$11.21

-

6.82%

WE

WEWORK INC-CL A

+0.22%

+12,846

+0.01%

$2.65

-

2.93%

ULCC

FRONTIER GROUP HOLDINGS INC

-6.89%

-351,918

-0.64%

$9.70

38.76% $5.94

8.60%

TWTR

TWITTER INC

-9.55%

-70,000

-0.57%

$43.84

-

0.00%

FWONA

LIBERTY MEDIA CORP-LIBERTY-A

-23.65%

-335,000

-3.28%

$52.52

-

10.59%

UBER

UBER TECHNOLOGIES INC

-39.18%

-725,000

-3.58%

$26.50

166.83% $70.71

5.56%

ZG

ZILLOW GROUP INC - A

-68.85%

-695,882

-3.72%

$28.63

23.61% $35.39

1.68%

LTRPA

LIBERTY TRIPADVISOR HDG-A

-100.00%

-277,892

-0.92%

$17.80

-

0.00%

BABA

ALIBABA GROUP HOLDING-SP ADR

-100.00%

-374,182

-7.93%

$113.68

-

0.00%

TILE

INTERFACE INC

-100.00%

-20,136

-0.05%

$12.56

139.88% $30.14

0.00%

2022 Q2 (14 results)

SPOT

SPOTIFY TECHNOLOGY SA

buy

+196,646

+2.84%

$93.83

429.64% $496.95

2.84%

AMZN

AMAZONCOM INC

buy

+140,000

+2.29%

$106.21

131.65% $246.03

2.29%

ZG

ZILLOW GROUP INC - A

+110.17%

+529,778

+2.59%

$31.81

11.25% $35.39

4.94%

SEMR

SEMRUSH HOLDINGS INC-A

+94.03%

+1,561,954

+3.11%

$12.93

-

6.41%

ULCC

FRONTIER GROUP HOLDINGS INC

+25.79%

+1,046,915

+1.51%

$9.37

36.61% $5.94

7.36%

UBER

UBER TECHNOLOGIES INC

+19.35%

+300,000

+0.94%

$20.46

245.60% $70.71

5.82%

STLA

STELLANTIS NV

+18.67%

+457,500

+0.87%

$12.36

42.48% $7.11

5.53%

UPWK

UPWORK INC

+1.64%

+35,000

+0.11%

$20.68

57.64% $8.76

6.89%

WE

WEWORK INC-CL A

+0.71%

+42,037

+0.03%

$5.02

-

4.57%

FWONA

LIBERTY MEDIA CORP-LIBERTY-A

-19.05%

-333,300

-2.97%

$57.97

-

12.63%

BABA

ALIBABA GROUP HOLDING-SP ADR

-27.93%

-145,000

-2.54%

$113.68

-

0.00%

LTRPA

LIBERTY TRIPADVISOR HDG-A

-41.85%

-200,000

-0.55%

$17.80

-

0.00%

TWTR

TWITTER INC

-55.11%

-900,000

-5.18%

$37.39

-

4.22%

LFG

ARCHAEA ENERGY INC

-100.00%

-66,194

-0.22%

$21.94

-

0.00%

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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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.