Akaris Global Partners, LP

CIK

1801264

Location

New York, NY

Portfolio Value

Micro $22,544,547

Diversification

Diversified

Filing Date

Global Rank

#2,534 / 6,895 ▲ 310

Top Industry

Internet Retail 25.8%

3Y Alpha vs SPY

-3.0%

Period ended 2 years ago

Filed Nov 14, 2023 · 2y

15 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.6%

SPY

+77.5%

Annualised alpha

-3.0%

Max drawdown

−26.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Sep 30, 2023 · Δ vs Jun 30, 2023

Top Position

13.3%

−2.5 pts

Top 5

60.6%

−8.2 pts

Top 10

95.4%

−3.8 pts

HHI

999

Diversified−197

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2023

Sector	% Portfolio	Value	Positions
Consumer Cyclical	48.8%	$153,556,506	5
Technology	20.5%	$64,607,022	6
Financial Services	12.5%	$39,372,326	1
Energy	11.0%	$34,641,860	1
Healthcare	7.2%	$22,544,547	1
Industrials	0.0%	$0	1

Last Quarter's Activity

Export CSV

Sep 30, 2023 vs Jun 30, 2023

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+167,512	307,312	$26,705,412
DHR	Danaher Corp /De/	+41,200	102,500	$22,544,547
SLB	Slb Limited/Nv	+39,100	594,200	$34,641,860
CRM	Salesforce, Inc.	+8,300	115,800	$23,481,924
NOW	ServiceNow, Inc.	+4,200	41,200	$4,605,830
MELI	Mercadolibre Inc	+1,700	33,100	$41,966,828
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
APO	Apollo Global Management, Inc.	−96,100	438,640	$39,372,326
DHI	Horton D R Inc /De/	−17,700	207,837	$22,336,242
AMZN	Amazon Com Inc	−13,600	309,195	$39,304,868
CCK	Crown Holdings, Inc.	−8,003	400,225	$35,411,908
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LEN	Lennar Corp /New/	133,800	$14,536,660
DDOG	Datadog, Inc.	99,700	$9,081,673
MITK	Mitek Systems Inc	41,047	$440,023
VLTO	Veralto Corp	31,766	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NYT	New York Times Co	32,500	$1,279,850
KKR	KKR & Co. Inc.	7,500	$420,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $22,544,547 total · Healthcare only · as of Sep 30, 2023

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
DHR	Danaher Corp /De/ Healthcare	Added	102,500	+41,200	$22,544,547	+72.9%	100.00%