Mak Capital One LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mak Capital One LLC disclosed 17 US equity positions worth $713.8m in its Q2 2026 13F filing. The largest position was AGYS at 17.5% of the reported book, followed by GGAL and ACHC. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 3 among the top 17 holdings.
What did Mak Capital One LLC own in Q2 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AGYS AGILYSYS INC | Technology | 17.5% | $124.6m | 1,192,730 | 0% | held |
| 2 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 10.4% | $74.3m | 1,485,875 | 4% | added |
| 3 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 10.1% | $71.8m | 2,432,962 | 0% | held |
| 4 | UNIQURE NV | 8.0% | $56.7m | 1,232,051 | 179% | added | |
| 5 | SKY CHAMPION HOMES INC | Consumer Cyclical | 7.8% | $55.7m | 632,374 | -51% | reduced |
| 6 | AUTL AUTOLUS THERAPEUTICS LTD | Healthcare | 7.5% | $53.8m | 33,621,487 | 0% | held |
| 7 | CLPT CLEARPOINT NEURO INC | 5.9% | $42.4m | 2,375,861 | 25% | added | |
| 8 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 5.8% | $41.1m | 4,250,000 | 0% | held |
| 9 | CAI CARIS LIFE SCIENCES INC | Healthcare | 4.8% | $34.5m | 1,937,229 | – | new |
| 10 | ANNX ANNEXON INC | Healthcare | 4.7% | $33.5m | 5,862,180 | 24% | added |
| 11 | LAB STANDARD BIOTOOLS INC | Healthcare | 3.3% | $23.7m | 28,813,904 | 10% | added |
| 12 | LODE COMSTOCK INC | 3.0% | $21.6m | 5,190,177 | -10% | reduced | |
| 13 | CYRX CRYOPORT INC | Industrials | 2.8% | $20.1m | 1,277,359 | -10% | reduced |
| 14 | HNST HONEST CO INC | Consumer Defensive | 2.4% | $17.5m | 4,776,088 | 0% | held |
| 15 | CVE CENOVUS ENERGY INC | Energy | 2.3% | $16.2m | 536,832 | 0% | held |
| 16 | PESI PERMA-FIX ENVIRONMENTAL SVCS | 2.1% | $14.8m | 1,032,958 | 12% | added | |
| 17 | YTRA YATRA ONLINE INC | 1.6% | $11.5m | 12,170,301 | 0% | held |
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.