Ancient Art, L.P.

报告期 2026-03-31 · CIK 0001426749

持仓数

前50大市值合计

$458.6M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 24 项建仓 4增持 10减持 5清仓 5

方向

标的

Δ市值

现股数(环比)

清仓

BLDR BUILDERS FIRSTSOURCE INC

-$62.6M

0 -100%

减持

WFC WELLS FARGO CO NEW

-$49.4M

370,775 -74%

建仓

— WEWORK INC

+$42.8M

4,982,087

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

— BOWX ACQUISITION CORP

增持

ULCC FRONTIER GROUP HLDGS INC

+$33.2M

2,547,209 +2848%

增持

UBER UBER TECHNOLOGIES INC

+$21.1M

1,500,375 +61%

减持

— SEMRUSH HLDGS INC

-$20.3M

1,649,433 -30%

建仓

TCOM TRIP COM GROUP LTD

+$19.9M

808,957

减持

IBKR INTERACTIVE BROKERS GROUP IN

-$18.0M

1,136,000 -35%

增持

— TWITTER INC

-$11.5M

1,018,705 +11%

清仓

— CIT GROUP INC

-$9.5M

0 -100%

增持

— DESPEGAR COM CORP

-$8.2M

4,206,339 +3%

增持

— ARCONIC CORPORATION

+$7.4M

719,955 +39%

建仓

OSCR OSCAR HEALTH INC

+$6.9M

879,614

增持

META META PLATFORMS INC

+$6.1M

335,997 +7%

增持

UPWK UPWORK INC

-$5.3M

987,384 +14%

减持

— LIBERTY TRIPADVISOR HLDGS IN

-$4.6M

477,892 -8%

增持

ET ENERGY TRANSFER L P

+$4.1M

3,316,511 +37%

增持

— STELLANTIS N.V

+$3.4M

1,950,635 +12%

减持

— ARCHAEA ENERGY INC

-$3.2M

1,071,616 -11%

清仓

— BOWX ACQUISITION CORP

-$2.3M

0 -100%

建仓

— WEWORK INC

+$2.2M

1,099,998

增持

BABA ALIBABA GROUP HLDG LTD

-$1.5M

685,000 +22%

清仓

— CAESARSTONE LTD

-$851.0K

0 -100%