Mak Capital One as of Dec. 31, 2025
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 | |
| Agilysys (AGYS) | 19.9 | $181M | 1.5M | 118.84 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 8.0 | $73M | 1.3M | 53.94 | |
| Qualcomm (QCOM) | 7.4 | $67M | 394k | 171.05 | |
| Autolus Therapeutics Spon Ads (AUTL) | 6.6 | $60M | 30M | 1.99 | |
| Grupo Supervielle Sponsored Adr (SUPV) | 5.2 | $47M | 4.0M | 11.82 | |
| Coursera (COUR) | 3.0 | $28M | 3.8M | 7.36 | |
| D Fluidigm Corp Del (LAB) | 2.7 | $25M | 19M | 1.28 | |
| Udemy (UDMY) | 2.4 | $22M | 3.8M | 5.85 | |
| Yatra Online Ord Shs (YTRA) | 2.4 | $22M | 12M | 1.78 | |
| Annexon (ANNX) | 1.6 | $15M | 3.0M | 5.02 | |
| Perma-fix Environmental Svcs Com New (PESI) | 1.3 | $12M | 919k | 12.59 | |
| Cryoport Com Par $0.001 (CYRX) | 1.3 | $12M | 1.2M | 9.60 | |
| Honest (HNST) | 1.0 | $9.1M | 3.5M | 2.58 | |
| Cenovus Energy (CVE) | 1.0 | $9.1M | 537k | 16.92 | |
| Talkspace (TALK) | 0.9 | $8.0M | 2.2M | 3.63 | |
| Day One Biopharmaceuticals I (DAWN) | 0.8 | $7.7M | 826k | 9.32 | |
| Smartrent Com Cl A (SMRT) | 0.8 | $7.2M | 3.6M | 2.02 | |
| Mitek Sys Com New (MITK) | 0.7 | $6.7M | 634k | 10.55 | |
| Vishay Precision (VPG) | 0.2 | $2.0M | 51k | 38.50 | |
| Endava Ads (DAVA) | 0.2 | $1.8M | 283k | 6.32 |
