13F Portfolios

Parsifal Capital Management, LP: AKAMAI TECHNOLOGIES INC (AKAM): Quarterly 13F Position History

As of Q2 2026, Parsifal Capital Management, LP reported 684,922 shares of AKAMAI TECHNOLOGIES INC (AKAM), worth $81.0M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: + 209,222 (+44.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Parsifal Capital Management, LP first reported AKAM on the Q1 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 684,922 +209,222 +44.0% $81.0M 9.9% $118.2
Q1 2026 475,700 $54.6M 7.1% $114.8

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Parsifal Capital Management, LP first disclose a AKAM position in 13F-HR filings?

Parsifal Capital Management, LP first reported AKAMAI TECHNOLOGIES INC (AKAM) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Parsifal Capital Management, LP's most recent quarter-over-quarter share-count change in AKAM?

Between Q1 2026 and Q2 2026, Parsifal Capital Management, LP added 209,222 shares of AKAM (+44.0%), bringing the total reported position to 684,922 shares at a market value of $81.0M.

Does the implied price-per-share represent Parsifal Capital Management, LP's cost basis in AKAM?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.