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Latest Akaris Global Partners, LP Stock Portfolio

$395Million

Equity Portfolio Value
Last Reported on: 14 Nov, 2023

About Akaris Global Partners, LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Akaris Global Partners, LP reported an equity portfolio of $395 Millions as of 30 Sep, 2023.

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.

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).

New Buys

Ticker$ Bought
LENNAR CORP15,016,400
DATADOG INC9,081,670
VERALTO CORP2,686,130
LIBERTY MEDIA CORP DEL866,219
MITEK SYS INC440,024
New stocks bought by Akaris Global Partners, LP

Additions

Ticker% Inc.
TAIWAN SEMICONDUCTOR MFG LTD119
DANAHER CORPORATION67.21
ALPHABET INC61.74
BERRY GLOBAL GROUP INC26.5
SERVICENOW INC11.35
SALESFORCE INC7.72
SCHLUMBERGER LTD7.04
MERCADOLIBRE INC5.41
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

Current Stock Holdings of Akaris Global Partners, LP

Last Reported on: 14 Nov, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AMZNAMAZON COM INC9.95309,19539,304,900REDUCED-4.21
APGBAPOLLO STRATEGIC GRWT CPTL I0.0071,8135,637UNCHANGED0.00
ATVIACTIVISION BLIZZARD INC0.7130,0132,810,120REDUCED-92.3
BERYBERRY GLOBAL GROUP INC6.73429,63426,598,600ADDED26.5
BLBLACKLINE INC0.532,405,0002,077,950UNCHANGED0.00
BLBLACKLINE INC0.075,267292,160UNCHANGED0.00
CCKCROWN HLDGS INC8.96400,22535,411,900REDUCED-1.96
CRMSALESFORCE INC5.94115,80023,481,900ADDED7.72
DDOGDATADOG INC2.3099,7009,081,670NEW
DHID R HORTON INC5.66207,83722,336,200REDUCED-7.85
DHRDANAHER CORPORATION6.44115,62125,430,200ADDED67.21
GOOGALPHABET INC5.47164,00021,623,400ADDED61.74
KKRKKR & CO INC0.000.000.00SOLD OFF-100
LENLENNAR CORP3.80133,80015,016,400NEW
MELIMERCADOLIBRE INC10.6233,10041,966,800ADDED5.41
MITKMITEK SYS INC0.1141,047440,024NEW
NOWSERVICENOW INC5.8341,20023,029,200ADDED11.35
NYTNEW YORK TIMES CO0.000.000.00SOLD OFF-100
SLBSCHLUMBERGER LTD8.77594,20034,641,900ADDED7.04
ZZILLOW GROUP INC0.000.000.00SOLD OFF-100
APOLLO GLOBAL MGMT INC9.97438,64039,372,300REDUCED-17.97
TAIWAN SEMICONDUCTOR MFG LTD6.76307,31226,705,400ADDED119
VERALTO CORP0.6831,7662,686,130NEW
PROPERTYGURU GROUP LTD0.46500,0001,830,500UNCHANGED0.00
LIBERTY MEDIA CORP DEL0.2213,904866,219NEW
LIBERTY MEDIA CORP DEL0.000.000.00SOLD OFF-100