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, QCOM, AUTL, and represent 74.38% of Mak Capital One's stock portfolio.
- Added to shares of these 10 stocks: GGAL (+$73M), QCOM (+$67M), COUR (+$28M), UDMY (+$22M), ANNX (+$15M), HNST (+$9.1M), CVE (+$9.1M), TALK (+$8.0M), AUTL (+$7.9M), MITK (+$6.7M).
- Started 11 new stock positions in UDMY, GGAL, QCOM, DAVA, ANNX, MITK, CVE, COUR, TALK, VPG. HNST.
- Reduced shares in these 3 stocks: HSII (-$60M), , DAWN (-$5.8M).
- Sold out of its positions in HSII, PRO.
- Mak Capital One was a net buyer of stock by $161M.
- Mak Capital One has $909M in assets under management (AUM), dropping by 39.76%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Skyline Corporation (SKY) | 32.5 | $296M | 3.5M | 84.50 |
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| Agilysys (AGYS) | 19.9 | $181M | 1.5M | 118.84 |
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| Grupo Financiero Galicia Sponsored Adr (GGAL) | 8.0 | $73M | NEW | 1.3M | 53.94 |
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| Qualcomm (QCOM) | 7.4 | $67M | NEW | 394k | 171.05 |
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| Autolus Therapeutics Spon Ads (AUTL) | 6.6 | $60M | +15% | 30M | 1.99 |
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| Grupo Supervielle Sponsored Adr (SUPV) | 5.2 | $47M | 4.0M | 11.82 |
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| Coursera (COUR) | 3.0 | $28M | NEW | 3.8M | 7.36 |
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| D Fluidigm Corp Del (LAB) | 2.7 | $25M | +21% | 19M | 1.28 |
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| Udemy (UDMY) | 2.4 | $22M | NEW | 3.8M | 5.85 |
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| Yatra Online Ord Shs (YTRA) | 2.4 | $22M | 12M | 1.78 |
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| Annexon (ANNX) | 1.6 | $15M | NEW | 3.0M | 5.02 |
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| Perma-fix Environmental Svcs Com New (PESI) | 1.3 | $12M | +12% | 919k | 12.59 |
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| Cryoport Com Par $0.001 (CYRX) | 1.3 | $12M | +46% | 1.2M | 9.60 |
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| Honest (HNST) | 1.0 | $9.1M | NEW | 3.5M | 2.58 |
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| Cenovus Energy (CVE) | 1.0 | $9.1M | NEW | 537k | 16.92 |
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| Talkspace (TALK) | 0.9 | $8.0M | NEW | 2.2M | 3.63 |
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| Day One Biopharmaceuticals I (DAWN) | 0.8 | $7.7M | -42% | 826k | 9.32 |
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| Smartrent Com Cl A (SMRT) | 0.8 | $7.2M | +24% | 3.6M | 2.02 |
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| Mitek Sys Com New (MITK) | 0.7 | $6.7M | NEW | 634k | 10.55 |
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| Vishay Precision (VPG) | 0.2 | $2.0M | NEW | 51k | 38.50 |
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| Endava Ads (DAVA) | 0.2 | $1.8M | NEW | 283k | 6.32 |
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Past Filings by Mak Capital One
SEC 13F filings are viewable for Mak Capital One going back to 2010
- 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
- Mak Capital One 2022 Q1 filed May 16, 2022