MAK Capital One
Latest statistics and disclosures from Mak Capital One's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SKY, AGYS, GGAL, ACHC, AUTL, and represent 62.57% of Mak Capital One's stock portfolio.
- Added to shares of these 10 stocks: ACHC (+$57M), LODE (+$18M), CLPT (+$17M), COUR (+$11M), ANNX (+$9.8M), PLX (+$7.7M), QURE (+$7.2M), LAB (+$6.3M), AUTL, GGAL.
- Started 7 new stock positions in ACHC, LODE, PLX, SGMO, QURE, FVRR, CLPT.
- Reduced shares in these 10 stocks: SKY (-$91M), QCOM (-$67M), AGYS (-$23M), TALK (-$8.0M), DAWN (-$7.7M), SMRT (-$7.2M), MITK (-$6.7M), , DAVA, UDMY.
- Sold out of its positions in DAWN, DAVA, MITK, QCOM, SMRT, TALK, VPG.
- Mak Capital One was a net seller of stock by $-64M.
- Mak Capital One has $679M in assets under management (AUM), dropping by -25.32%.
- Central Index Key (CIK): 0001385702
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Portfolio Holdings for Mak Capital One
Mak Capital One holds 21 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Skyline Corporation (SKY) | 25.0 | $170M | -34% | 2.3M | 74.37 |
|
| Agilysys (AGYS) | 12.5 | $85M | -21% | 1.2M | 71.14 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 9.8 | $67M | +6% | 1.4M | 46.71 |
|
| Acadia Healthcare (ACHC) | 8.4 | $57M | NEW | 2.4M | 23.39 |
|
| Autolus Therapeutics Spon Ads (AUTL) | 6.8 | $46M | +12% | 34M | 1.38 |
|
| Grupo Supervielle Sponsored Adr (SUPV) | 5.9 | $40M | +6% | 4.3M | 9.43 |
|
| Coursera (COUR) | 4.8 | $33M | +49% | 5.6M | 5.82 |
|
| Annexon (ANNX) | 3.9 | $26M | +59% | 4.7M | 5.54 |
|
| D Fluidigm Corp Del (LAB) | 3.5 | $24M | +35% | 26M | 0.92 |
|
| Comstock Com Shs (LODE) | 2.6 | $18M | NEW | 5.8M | 3.05 |
|
| Clearpoint Neuro (CLPT) | 2.5 | $17M | NEW | 1.9M | 9.10 |
|
| Udemy (UDMY) | 2.5 | $17M | -2% | 3.7M | 4.62 |
|
| Cenovus Energy (CVE) | 2.1 | $14M | 537k | 26.53 |
|
|
| Honest (HNST) | 2.1 | $14M | +35% | 4.8M | 2.94 |
|
| Yatra Online Ord Shs (YTRA) | 2.0 | $14M | 12M | 1.11 |
|
|
| Cryoport Com Par $0.001 (CYRX) | 1.7 | $12M | +18% | 1.4M | 8.28 |
|
| Perma-fix Environmental Svcs Com New (PESI) | 1.4 | $9.8M | 919k | 10.69 |
|
|
| Protalix Biotherapeutics (PLX) | 1.1 | $7.7M | NEW | 3.5M | 2.17 |
|
| Uniqure Nv SHS (QURE) | 1.1 | $7.2M | NEW | 441k | 16.35 |
|
| Fiverr Intl Ord Shs (FVRR) | 0.1 | $806k | NEW | 81k | 10.02 |
|
| Sangamo Biosciences (SGMO) | 0.0 | $139k | NEW | 562k | 0.25 |
|
Past Filings by Mak Capital One
SEC 13F filings are viewable for Mak Capital One going back to 2010
- Mak Capital One 2026 Q1 filed May 15, 2026
- Mak Capital One 2025 Q4 filed Feb. 17, 2026
- Mak Capital One 2025 Q3 filed Nov. 14, 2025
- Mak Capital One 2025 Q2 filed Aug. 14, 2025
- Mak Capital One 2025 Q1 filed May 15, 2025
- Mak Capital One 2024 Q4 filed Feb. 14, 2025
- Mak Capital One 2024 Q3 filed Nov. 14, 2024
- Mak Capital One 2024 Q2 filed Aug. 14, 2024
- Mak Capital One 2024 Q1 filed May 15, 2024
- Mak Capital One 2023 Q4 filed Feb. 14, 2024
- Mak Capital One 2023 Q3 filed Nov. 14, 2023
- Mak Capital One 2023 Q2 filed Aug. 14, 2023
- Mak Capital One 2023 Q1 filed May 15, 2023
- Mak Capital One 2022 Q4 filed Feb. 14, 2023
- Mak Capital One 2022 Q3 filed Nov. 14, 2022
- Mak Capital One 2022 Q2 filed Aug. 15, 2022