Mak Capital One LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mak Capital One LLC disclosed 21 US equity positions worth $604.3m in its Q1 2026 13F filing. The largest position was SKY at 15.8% of the reported book, followed by AGYS and GGAL.
What did Mak Capital One LLC own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SKY CHAMPION HOMES INC | Consumer Cyclical | 15.8% | $95.4m | 1,282,374 | – | |
| 2 | AGYS AGILYSYS INC | Technology | 14.0% | $84.9m | 1,192,730 | – | |
| 3 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 11.0% | $66.8m | 1,429,075 | – | |
| 4 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 9.4% | $56.9m | 2,432,962 | – | |
| 5 | AUTL AUTOLUS THERAPEUTICS LTD | Healthcare | 7.7% | $46.4m | 33,621,487 | – | |
| 6 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 6.6% | $40.1m | 4,250,000 | – | |
| 7 | COUR COURSERA INC | Consumer Defensive | 5.4% | $32.7m | 5,618,749 | – | |
| 8 | ANNX ANNEXON INC | Healthcare | 4.3% | $26.2m | 4,724,043 | – | |
| 9 | LAB STANDARD BIOTOOLS INC | Healthcare | 4.0% | $24.1m | 26,172,626 | – | |
| 10 | LODE COMSTOCK INC | 2.9% | $17.6m | 5,763,729 | – | ||
| 11 | CLPT CLEARPOINT NEURO INC | 2.9% | $17.3m | 1,901,489 | – | ||
| 12 | UDEMY INC | 2.8% | $16.9m | 3,658,520 | – | ||
| 13 | CVE CENOVUS ENERGY INC | Energy | 2.4% | $14.2m | 536,832 | – | |
| 14 | HNST HONEST CO INC | Consumer Defensive | 2.3% | $14.0m | 4,776,088 | – | |
| 15 | YTRA YATRA ONLINE INC | 2.2% | $13.5m | 12,170,301 | – | ||
| 16 | CYRX CRYOPORT INC | Industrials | 2.0% | $11.8m | 1,423,265 | – | |
| 17 | PESI PERMA-FIX ENVIRONMENTAL SVCS | 1.6% | $9.8m | 918,673 | – | ||
| 18 | PLX PROTALIX BIOTHERAPEUTICS INC | Healthcare | 1.3% | $7.7m | 3,544,139 | – | |
| 19 | UNIQURE NV | 1.2% | $7.2m | 441,205 | – | ||
| 20 | FIVERR INTL LTD | 0.1% | $806.4k | 80,479 | – | ||
| 21 | SGMOQ SANGAMO THERAPEUTICS INC | Healthcare | 0.0% | $138.6k | 561,538 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.