StockDriftsStockDriftsTop 21 Akaris Global Partners, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 10.62% | 33.1K | $42.0M | +5.41%(+1.70K) | — | 2023-09-30 | |
| APO | APOLLO GLOBAL MGMT INC | 9.97% | 438.6K | $39.4M | -17.97%(-96.10K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 9.95% | 309.2K | $39.3M | -4.21%(-13.60K) | — | 2023-09-30 | |
| CCK | CROWN HLDGS INC | 8.96% | 400.2K | $35.4M | -1.96%(-8.00K) | — | 2023-09-30 | |
| SLB | SCHLUMBERGER LTD | 8.77% | 594.2K | $34.6M | +7.04%(+39.10K) | — | 2023-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.76% | 307.3K | $26.7M | +119.82%(+167.51K) | — | 2023-09-30 | |
| BERY | BERRY GLOBAL GROUP INC | 6.73% | 429.6K | $26.6M | +26.50%(+90.00K) | — | 2023-09-30 | |
| DHR | DANAHER CORPORATION | 6.44% | 102.5K | $25.4M | +67.21%(+41.20K) | — | 2023-09-30 | |
| CRM | SALESFORCE INC | 5.94% | 115.8K | $23.5M | +7.72%(+8.30K) | — | 2023-09-30 | |
| NOW | SERVICENOW INC | 5.83% | 41.2K | $23.0M | +11.35%(+4.20K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Akaris Global Partners, Lp reports $395.01M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are MELI (10.6%), APO (10.0%) and AMZN (9.9%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Akaris Global Partners, Lp, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Akaris Global Partners, Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801264). View Akaris Global Partners, Lp’s 13F filings on SEC