13F HOLDINGS REPORT
Akaris Global Partners, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000540
Total Value
$289.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 699,204 | $44.6M | 15.39% |
| 2 | CROWN HLDGS INC | CCK | 524,134 | $43.1M | 14.87% |
| 3 | MERCADOLIBRE INC | MELI | 38,090 | $32.2M | 11.12% |
| 4 | AMAZON COM INC | AMZN | 367,480 | $30.9M | 10.65% |
| 5 | ACTIVISION BLIZZARD INC | 00507V109 | 295,300 | $22.6M | 7.80% |
| 6 | PAYPAL HLDGS INC | PYPL | 310,850 | $22.1M | 7.64% |
| 7 | ZILLOW GROUP INC | Z | 544,078 | $17.5M | 6.05% |
| 8 | ALPHABET INC | GOOG | 187,500 | $16.6M | 5.74% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 234,464 | $14.0M | 4.84% |
| 10 | MONGODB INC | MDB | 70,105 | $13.8M | 4.76% |
| 11 | D R HORTON INC | 23331A109 | 140,819 | $12.6M | 4.33% |
| 12 | SERVICENOW INC | NOW | 25,800 | $10.0M | 3.46% |
| 13 | ZILLOW GROUP INC | Z | 5,000,000 | $4.8M | 1.65% |
| 14 | NEW YORK TIMES CO | NYT | 84,700 | $2.7M | 0.95% |
| 15 | PROPERTYGURU GROUP LTD | G7258M108 | 500,000 | $2.2M | 0.74% |
| 16 | APOLLO STRATEGIC GRWT CPTL I | G0412A102 | 180,000 | $25,200 | 0.01% |
| 17 | MSD ACQUISITION CORP | G5709C109 | 18,246 | $1,414 | 0.00% |