Ancient Art (Teton 资本) 2026Q1 13F 持仓
Ancient Art 昆西·李 组合详情。
组合市值：$458,609,840；当前持仓：16；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | IAC | IAC, Inc. | $86,197,895 | 1285193 | 18.8% | 持有 |
| 2 | UPWK | Upwork | $65,320,603 | 5959909 | 14.24% | 持有 |
| 3 | SATS | 回声星通信 | $63,825,276 | 545189 | 13.92% | 持有 |
| 4 | MELI | MercadoLibre, Inc. | $55,216,254 | 31935 | 12.04% | 新增 |
| 5 | ALLY | Ally Financial, Inc. | $51,328,493 | 1308399 | 11.19% | 持有 |
| 6 | STLA | Stellantis NV | $22,683,831 | 3199412 | 4.95% | 持有 |
| 7 | TBN | Tamboran Resources Corp. | $21,852,729 | 437142 | 4.76% | 持有 |
| 8 | GTLB | 吉特实验室 | $16,230,000 | 750000 | 3.54% | 新增 |
| 9 | TBBB | BBB Foods, Inc. | $15,969,449 | 451497 | 3.48% | 持有 |
| 10 | LOMA | Loma Negra Compa帽铆a Industrial Argentina SA | $15,923,122 | 1435809 | 3.47% | 持有 |
| 11 | SPT | Sprout Social, Inc. | $14,461,322 | 2537074 | 3.15% | 新增 |
| 12 | CPNG | Coupang, Inc. | $11,229,805 | 594799 | 2.45% | 新增 |
| 13 | ULCC | 边疆集团 | $11,023,145 | 3122704 | 2.4% | 持有 |
| 14 | THRY | Thryv Holdings, Inc. | $4,276,888 | 1560908 | 0.93% | 持有 |
| 15 | VLRS | Controladora Vuela Compa帽铆a de Aviaci贸n SAB de CV | $2,940,446 | 406139 | 0.64% | 持有 |
| 16 | DLO | dLocal Ltd. | $130,582 | 10068 | 0.03% | 新增 |