Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 21
- +9 vs. Q3 2025
- Portfolio value
- $743.2M
- +$241.9M (+48.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SKYChampion Homes, Inc. | Stock | 2,000,000 | $169.0M | 22.7% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 1,192,730 | $141.7M | 19.1% | 00.0% | Unchanged | History |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 1,343,488 | $72.5M | 9.8% | +1,343,488 | New | History |
| QCOMQualcomm Inc | Stock | 394,012 | $67.4M | 9.1% | +394,012 | New | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 30,005,343 | $59.7M | 8.0% | +3,987,727+15.3% | Added | History |
| SUPVGrupo Supervielle S.A. | SPONSORED ADR | 4,000,000 | $47.3M | 6.4% | 00.0% | Unchanged | History |
| COURCoursera, Inc. | COM | 3,751,368 | $27.6M | 3.7% | +3,751,368 | New | History |
| LABStandard Biotools Inc. | COM | 19,288,158 | $24.7M | 3.3% | +3,356,352+21.1% | Added | History |
| UDMYUdemy, Inc. | COM | 3,769,762 | $22.1M | 3.0% | +3,769,762 | New | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,170,301 | $21.7M | 2.9% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 2,958,527 | $14.9M | 2.0% | +2,958,527 | New | History |
| PESIPerma Fix Environmental Services Inc | COM NEW | 918,673 | $11.6M | 1.6% | +103,097+12.6% | Added | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 1,199,225 | $11.5M | 1.5% | +381,063+46.6% | Added | History |
| HNSTHonest Company, Inc. | COM | 3,528,704 | $9.10M | 1.2% | +3,528,704 | New | History |
| CVECenovus Energy Inc. | COM | 536,832 | $9.08M | 1.2% | +536,832 | New | History |
| TALKTalkspace, Inc. | COM | 2,215,336 | $8.04M | 1.1% | +2,215,336 | New | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 826,205 | $7.70M | 1.0% | −622,256−43.0% | Reduced | History |
| SMRTSmartRent, Inc. | COM CL A | 3,577,973 | $7.23M | 1.0% | +714,050+24.9% | Added | History |
| MITKMitek Systems Inc | COM NEW | 634,099 | $6.69M | 0.9% | +634,099 | New | History |
| VPGVishay Precision Group, Inc. | COM | 51,226 | $1.97M | 0.3% | +51,226 | New | History |
| DAVAEndava plc | ADS | 283,076 | $1.79M | 0.2% | +283,076 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.