Latest Akaris Global Partners, LP Stock Portfolio
$395Million
About Akaris Global Partners, LP and 13F Hedge Fund Stock Holdings
On 2023-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Akaris Global Partners, LP reported an equity portfolio of $395 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of Akaris Global Partners, LP are MELI, , AMZN. The fund has invested 10.6% of it's portfolio in MERCADOLIBRE INC and 10% of portfolio in APOLLO GLOBAL MGMT INC. <br><br> The fund managers got completely rid off ZILLOW GROUP INC (Z), NEW YORK TIMES CO (NYT) and LIBERTY MEDIA CORP DEL stocks. They significantly reduced their stock positions in ACTIVISION BLIZZARD INC (ATVI), APOLLO GLOBAL MGMT INC and D R HORTON INC (DHI). Akaris Global Partners, LP opened new stock positions in LENNAR CORP (LEN), DATADOG INC (DDOG) and VERALTO CORP. The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD, DANAHER CORPORATION (DHR) and ALPHABET INC (GOOG).
Akaris Global Partners, LP Equity Portfolio Value
Last Reported on: 14 Nov, 2023
$395Million
as of Nov 14, 2023New Buys
| Ticker | $ Bought |
|---|---|
| lennar corp | 15,016,400 |
| datadog inc | 9,081,670 |
| veralto corp | 2,686,130 |
| liberty media corp del | 866,219 |
| mitek sys inc | 440,024 |
New stocks bought by Akaris Global Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| taiwan semiconductor mfg ltd | 119 |
| danaher corporation | 67.21 |
| alphabet inc | 61.74 |
| berry global group inc | 26.5 |
| servicenow inc | 11.35 |
| salesforce inc | 7.72 |
| schlumberger ltd | 7.04 |
| mercadolibre inc | 5.41 |
Additions to existing portfolio by Akaris Global Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| activision blizzard inc | -92.3 |
| apollo global mgmt inc | -17.97 |
| d r horton inc | -7.85 |
| amazon com inc | -4.21 |
| crown hldgs inc | -1.96 |
Akaris Global Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| zillow group inc | -24,345,100 |
| new york times co | -1,279,850 |
| liberty media corp del | -1,046,690 |
| kkr & co inc | -420,000 |
Akaris Global Partners, LP got rid off the above stocks
Akaris Global Partners, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Akaris Global Partners, LP
$395.01MTotal Value
26.00Positions
14 Nov, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amazon Com Inc Amazon Com IncAMZN Akaris Global Partners, LP's holding in Amazon Com Inc over time | 9.95% | 309,195 | $39.30M 9.95% | 4.21%decreased 4.21 percentreduced | |
 Apollo Strategic Grwt Cptl I Akaris Global Partners, LP's holding in Apollo Strategic Grwt Cptl I over time | 0% | 71,813 | $5.6K 0% | 0%unchanged 0 percentunchanged | |
 Activision Blizzard Inc Akaris Global Partners, LP's holding in Activision Blizzard Inc over time | 0.71% | 30,013 | $2.81M 0.71% | 92.3%decreased 92.3 percentreduced | |
 Berry Global Group Inc Akaris Global Partners, LP's holding in Berry Global Group Inc over time | 6.73% | 429,634 | $26.60M 6.73% | 26.5%increased 26.5 percentadded | |
 Blackline Inc Akaris Global Partners, LP's holding in Blackline Inc over time | 0.53% | 2,405,000 | $2.08M 0.53% | 0%unchanged 0 percentunchanged | |
Blackline Inc Akaris Global Partners, LP's holding in Blackline Inc over time | 0.07% | 5,267 | $292.2K 0.07% | 0%unchanged 0 percentunchanged | |
 Crown Hldgs Inc Akaris Global Partners, LP's holding in Crown Hldgs Inc over time | 8.96% | 400,225 | $35.41M 8.96% | 1.96%decreased 1.96 percentreduced | |
 Salesforce Inc Akaris Global Partners, LP's holding in Salesforce Inc over time | 5.94% | 115,800 | $23.48M 5.94% | 7.72%increased 7.72 percentadded | |
 Datadog Inc Datadog IncDDOG Akaris Global Partners, LP's holding in Datadog Inc over time | 2.3% | 99,700 | $9.08M 2.3% | Newnew position | |
 D R Horton Inc Akaris Global Partners, LP's holding in D R Horton Inc over time | 5.66% | 207,837 | $22.34M 5.66% | 7.85%decreased 7.85 percentreduced | |
 Danaher Corporation Akaris Global Partners, LP's holding in Danaher Corporation over time | 6.44% | 115,621 | $25.43M 6.44% | 67.21%increased 67.21 percentadded | |
 Alphabet Inc Alphabet IncGOOG Akaris Global Partners, LP's holding in Alphabet Inc over time | 5.47% | 164,000 | $21.62M 5.47% | 61.74%increased 61.74 percentadded | |
 Kkr & Co Inc Kkr & Co IncKKR Akaris Global Partners, LP's holding in Kkr & Co Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Lennar Corp Lennar CorpLEN Akaris Global Partners, LP's holding in Lennar Corp over time | 3.8% | 133,800 | $15.02M 3.8% | Newnew position | |
 Mercadolibre Inc Mercadolibre IncMELI Akaris Global Partners, LP's holding in Mercadolibre Inc over time | 10.62% | 33,100 | $41.97M 10.62% | 5.41%increased 5.41 percentadded | |
 Mitek Sys Inc Mitek Sys IncMITK Akaris Global Partners, LP's holding in Mitek Sys Inc over time | 0.11% | 41,047 | $440.0K 0.11% | Newnew position | |
 Servicenow Inc Akaris Global Partners, LP's holding in Servicenow Inc over time | 5.83% | 41,200 | $23.03M 5.83% | 11.35%increased 11.35 percentadded | |
 New York Times Co Akaris Global Partners, LP's holding in New York Times Co over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Schlumberger Ltd Akaris Global Partners, LP's holding in Schlumberger Ltd over time | 8.77% | 594,200 | $34.64M 8.77% | 7.04%increased 7.04 percentadded | |
 Zillow Group Inc Akaris Global Partners, LP's holding in Zillow Group Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |