Akaris Global Partners, LP 13F Holdings
CIK 0001801264 · New York, NY
As of Sep 30, 2023, Akaris Global Partners, LP reported 22 positions worth $395.0M in its SEC Form 13F filing.
Top 22 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 33,100 | $42.0M | 10.62% |
| APOLLO GLOBAL MANAGEMENT INC | APO | Financial Services | 438,640 | $39.4M | 9.97% |
| AMAZON.COM INC | AMZN | Equity | 309,195 | $39.3M | 9.95% |
| CROWN HOLDINGS INC | CCK | Consumer Cyclical | 400,225 | $35.4M | 8.96% |
| SLB LIMITED | SLB | Equity | 594,200 | $34.6M | 8.77% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 307,312 | $26.7M | 6.76% |
| BERRY GLOBAL GROUP INC | BERY | Consumer Cyclical | 429,634 | $26.6M | 6.73% |
| DANAHER CORP | DHR | Healthcare | 102,500 | $25.4M | 6.44% |
| SALESFORCE INC | CRM | Technology | 115,800 | $23.5M | 5.94% |
| SERVICENOW INC | NOW | Technology | 41,200 | $23.0M | 5.83% |
| HORTON D R INC | DHI | Consumer Cyclical | 207,837 | $22.3M | 5.65% |
| ALPHABET INC | GOOG | Equity | 164,000 | $21.6M | 5.47% |
| LENNAR CORP | LEN | Consumer Cyclical | 133,800 |