AG

Akaris Global Partners, LP

13F
Akaris Global Partners, LP
Last update 2023-11-17 21 Stocks (4 new)
Value $390.00 Mil Turnover 19 %
Countries:
Top Holdings: MELI(10.76%)APO(10.09%)AMZN(10.08%)CCK(9.08%)SLB(8.88%)
Summary Stock Picks Current Portfolio
Akaris Global Partners, LP Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MELI 		MercadoLibre Inc
33,100
41,966.8
+5.41%
10.760
+0.55%
0.070
-14.06%
+16.06%
92,464.9
Retail - Cyclical
APO 		Apollo Global Management Inc
438,640
39,372.3
-17.97%
10.090
-1.94%
0.080
+54.67%
+92.15%
99,827.0
Asset Management
AMZN 		Amazon.com Inc
309,195
39,304.9
-4.21%
10.080
-0.47%
0.000
+21.97%
+49.70%
2,391,744.4
Retail - Cyclical
CCK 		Crown Holdings Inc
400,225
35,411.9
-1.96%
9.080
-0.18%
0.330
-3.53%
-3.43%
10,513.3
Packaging & Containers
SLB 		SLB
594,200
34,641.9
+7.04%
8.880
+0.58%
0.040
+1.29%
-20.77%
56,796.8
Oil & Gas
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
307,312
26,705.4
+119.82%
6.850
+3.73%
0.010
+16.89%
+95.98%
1,042,444.7
Semiconductors
BERY 		Berry Global Group Inc
429,634
26,598.6
+26.50%
6.820
+1.43%
0.360
+13.42%
+11.91%
7,826.7
Packaging & Containers
CRM 		Salesforce Inc
115,800
23,481.9
+7.72%
6.020
+0.43%
0.010
+39.40%
+35.24%
339,074.7
Software
NOW 		ServiceNow Inc
41,200
23,029.2
+11.35%
5.900
+0.60%
0.020
+27.55%
+58.69%
231,302.0
Software
DHR 		Danaher Corp
102,500
22,541.1
+67.21%
5.780
+2.32%
0.010
-14.27%
+1.85%
169,655.2
Medical Diagnostics & Research

Akaris Global Partners, LP's Historical Top Holdings Breakdowns

Akaris Global Partners, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM 		Salesforce Inc2022-12-31Sold Out
-15.50%
●
128.27 ($145.92) 165.27
$354.31
142.81%
Sold Out
0
-285,751
ATVI Unlock Delisted Activision Blizzard Inc2023-09-30Reduce
-7.99%
●
82.43 ($91.23) 94.05
$94.42
3.50%
Reduce -92.3%
30,013
-360,001
ATVI Unlock Delisted Activision Blizzard Inc2022-12-31New Buy
+7.93%
●
71.1 ($74.26) 77.36
$94.42
27.15%
New holding
295,300
295,300
PYPL 		PayPal Holdings Inc2023-03-31Sold Out
-7.77%
●
72.56 ($77.02) 86.96
$91.02
18.18%
Sold Out
0
-310,850
SLB 		SLB2023-06-30New Buy
+7.19%
●
42.83 ($47.71) 52.63
$40.22
-15.70%
New holding
555,100
555,100
CRM 		Salesforce Inc2023-03-31New Buy
+6.84%
●
134.78 ($168.91) 199.78
$354.31
109.76%
New holding
109,700
109,700
Z 		Zillow Group Inc2023-09-30Sold Out
-6.42%
●
45.22 ($51.4) 56.78
$79.93
55.51%
Sold Out
0
-484,384
GOOG 		Alphabet Inc2022-12-31New Buy
+5.84%
●
83.49 ($95.44) 104.93
$191.38
100.52%
New holding
187,500
187,500
GOOG 		Alphabet Inc2023-03-31Sold Out
-5.84%
●
86.77 ($96.56) 108.8
$191.38
98.20%
Sold Out
0
-187,500
FWONK 		Liberty Formula One Group2023-06-30Reduce
-4.90%
●
68.81 ($72.33) 78.59
$95.09
31.47%
Reduce -93.78%
13,904
-209,789

Akaris Global Partners, LP Total Holding History ($B)

To

Akaris Global Partners, LP's Asset Allocation

To

Akaris Global Partners, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Akaris Global Partners, LP's Hypothetical Growth since 2023-09-30

Akaris Global Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Akaris Global Partners, LP's Holdings Heat Map

Size field:

Akaris Global Partners, LP's Holdings Bubble Chart

Akaris Global Partners, LP News

  • 1

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