Mak Capital One LLC 13F holdings
Mak Capital One LLC reported 17 positions with a total reported value of $713.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AGYS AGILYSYS INC (17.5%), GGAL GRUPO FINANCIERO GALICIA S.A (10.4%), ACHC ACADIA HEALTHCARE COMPANY IN (10.1%), QURE UNIQURE NV (8.0%), SKY CHAMPION HOMES INC (7.8%). Against 2026-03-31 it opened 1 new position and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
17 largest of 17 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AGYS AGILYSYS INC | 1,192,730 | $124.6M | 17.5% |
| GGAL GRUPO FINANCIERO GALICIA S.A | 1,485,875 | $74.3M | 10.4% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 2,432,962 | $71.8M | 10.1% |
| QURE UNIQURE NV | 1,232,051 | $56.7M | 8.0% |
| SKY CHAMPION HOMES INC | 632,374 | $55.7M | 7.8% |
| AUTL AUTOLUS THERAPEUTICS LTD | 33,621,487 | $53.8M | 7.5% |
| CLPT CLEARPOINT NEURO INC | 2,375,861 | $42.4M | 5.9% |
| SUPV GRUPO SUPERVIELLE S.A. | 4,250,000 | $41.1M | 5.8% |
| CAI CARIS LIFE SCIENCES INC | 1,937,229 | $34.5M | 4.8% |
| ANNX ANNEXON INC | 5,862,180 | $33.5M | 4.7% |
| LAB STANDARD BIOTOOLS INC | 28,813,904 | $23.7M | 3.3% |
| LODE COMSTOCK INC | 5,190,177 | $21.6M | 3.0% |
| CYRX CRYOPORT INC | 1,277,359 | $20.1M | 2.8% |
| HNST HONEST CO INC | 4,776,088 | $17.5M | 2.4% |
| CVE CENOVUS ENERGY INC | 536,832 | $16.2M | 2.3% |
| PESI PERMA-FIX ENVIRONMENTAL SVCS | 1,032,958 | $14.8M | 2.1% |
| YTRA YATRA ONLINE INC | 12,170,301 | $11.5M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CAI CARIS LIFE SCIENCES INC | 1,937,229 | $34.5M | 4.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| QURE UNIQURE NV | 441,205 | 1,232,051 | +179.2% | $56.7M |
| CLPT CLEARPOINT NEURO INC | 1,901,489 | 2,375,861 | +24.9% | $42.4M |
| ANNX ANNEXON INC | 4,724,043 | 5,862,180 | +24.1% | $33.5M |
| GGAL GRUPO FINANCIERO GALICIA S.A | 1,429,075 | 1,485,875 | +4.0% | $74.3M |
| LAB STANDARD BIOTOOLS INC | 26,172,626 | 28,813,904 | +10.1% | $23.7M |
| PESI PERMA-FIX ENVIRONMENTAL SVCS | 918,673 | 1,032,958 | +12.4% | $14.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SKY CHAMPION HOMES INC | 1,282,374 | 632,374 | -50.7% | $55.7M |
| LODE COMSTOCK INC | 5,763,729 | 5,190,177 | -10.0% | $21.6M |
| CYRX CRYOPORT INC | 1,423,265 | 1,277,359 | -10.3% | $20.1M |
CIK 1385702 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
