Mak Capital One LLC 13F Holdings · Q2 2026
Mak Capital One LLC reported 17 securities worth $713.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AGYS (17.46%), GGAL (10.41%), ACHC (10.07%). Among its top 25 positions this quarter: 1 new, 6 added, 3 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGYS | AGILYSYS INC | $124.6M | 17.46% | 1.2M | Hold |
| 2 | GGAL | GRUPO FINANCIERO GALICIA S.A | $74.3M | 10.41% | 1.5M | Added |
| 3 | ACHC | ACADIA HEALTHCARE COMPANY IN | $71.8M | 10.07% | 2.4M | Hold |
| 4 | QURE | UNIQURE NV | $56.7M | 7.95% | 1.2M | Added |
| 5 | SKY | CHAMPION HOMES INC | $55.7M | 7.81% | 632,374 | Trimmed |
| 6 | AUTL | AUTOLUS THERAPEUTICS LTD | $53.8M | 7.54% | 33.6M | Hold |
| 7 | CLPT | CLEARPOINT NEURO INC | $42.4M | 5.94% | 2.4M | Added |
| 8 | SUPV | GRUPO SUPERVIELLE S.A. | $41.1M | 5.75% | 4.2M | Hold |
| 9 | CAI | CARIS LIFE SCIENCES INC | $34.5M | 4.84% | 1.9M | New |
| 10 | ANNX | ANNEXON INC | $33.5M | 4.69% | 5.9M | Added |
| 11 | LAB | STANDARD BIOTOOLS INC | $23.7M | 3.32% | 28.8M | Added |
| 12 | LODE | COMSTOCK INC | $21.6M | 3.02% | 5.2M | Trimmed |
| 13 | CYRX | CRYOPORT INC | $20.1M | 2.81% | 1.3M | Trimmed |
| 14 | HNST | HONEST CO INC | $17.5M | 2.45% | 4.8M | Hold |
| 15 | CVE | CENOVUS ENERGY INC | $16.2M | 2.27% | 536,832 | Hold |
| 16 | PESI | PERMA-FIX ENVIRONMENTAL SVCS | $14.8M | 2.07% | 1.0M | Added |
| 17 | YTRA | YATRA ONLINE INC | $11.5M | 1.61% | 12.2M | Hold |
| 18 | COUR | COURSERA INC | $0 | 0.00% | 0 | Exited |
| 19 | FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | Exited |
| 20 | PLX | PROTALIX BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 21 | SGMOQ | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 22 | UDMY | UDEMY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR