13F HOLDINGS REPORT
Akaris Global Partners, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001073
Total Value
$320.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 679,764 | $42.9M | 13.41% |
| 2 | MERCADOLIBRE INC | MELI | 31,300 | $41.3M | 12.88% |
| 3 | CROWN HLDGS INC | CCK | 471,628 | $39.0M | 12.18% |
| 4 | ACTIVISION BLIZZARD INC | 00507V109 | 445,714 | $38.1M | 11.91% |
| 5 | AMAZON COM INC | AMZN | 334,495 | $34.5M | 10.79% |
| 6 | SALESFORCE INC | CRM | 109,700 | $21.9M | 6.84% |
| 7 | ZILLOW GROUP INC | Z | 469,784 | $20.9M | 6.52% |
| 8 | D R HORTON INC | 23331A109 | 204,837 | $20.0M | 6.25% |
| 9 | SERVICENOW INC | NOW | 37,000 | $17.2M | 5.37% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 223,693 | $16.7M | 5.23% |
| 11 | BERRY GLOBAL GROUP INC | 08579W103 | 246,229 | $14.5M | 4.53% |
| 12 | MONGODB INC | MDB | 38,282 | $8.9M | 2.79% |
| 13 | PROPERTYGURU GROUP LTD | G7258M108 | 500,000 | $2.5M | 0.78% |
| 14 | NEW YORK TIMES CO | NYT | 32,500 | $1.3M | 0.39% |
| 15 | BLACKLINE INC | BL | 5,267 | $353,679 | 0.11% |
| 16 | APOLLO STRATEGIC GRWT CPTL I | G0412A102 | 71,813 | $7,009 | 0.00% |