Mak Capital One LLC
- SEC CIK
- 0001385702
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 17
- −4 vs. Q1 2026
- Portfolio value
- $713.8M
- +$109.5M (+18.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGYSAgilysys Inc | COM | 1,192,730 | $124.6M | 17.5% | 00.0% | Unchanged | History |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 1,485,875 | $74.3M | 10.4% | +56,800+4.0% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,432,962 | $71.8M | 10.1% | 00.0% | Unchanged | History |
| QUREuniQure N.V. | SHS | 1,232,051 | $56.7M | 8.0% | +790,846+179.2% | Added | History |
| SKYChampion Homes, Inc. | Stock | 632,374 | $55.7M | 7.8% | −650,000−50.7% | Reduced | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 33,621,487 | $53.8M | 7.5% | 00.0% | Unchanged | History |
| CLPTClearPoint Neuro, Inc. | COM | 2,375,861 | $42.4M | 5.9% | +474,372+24.9% | Added | History |
| SUPVGrupo Supervielle S.A. | SPONSORED ADR | 4,250,000 | $41.1M | 5.8% | 00.0% | Unchanged | History |
| CAICaris Life Sciences, Inc. | COM | 1,937,229 | $34.5M | 4.8% | +1,937,229 | New | History |
| ANNXAnnexon, Inc. | COM | 5,862,180 | $33.5M | 4.7% | +1,138,137+24.1% | Added | History |
| LABStandard Biotools Inc. | COM | 28,813,904 | $23.7M | 3.3% | +2,641,278+10.1% | Added | History |
| LODEComstock Inc. | COM SHS | 5,190,177 | $21.6M | 3.0% | −573,552−10.0% | Reduced | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 1,277,359 | $20.1M | 2.8% | −145,906−10.3% | Reduced | History |
| HNSTHonest Company, Inc. | COM | 4,776,088 | $17.5M | 2.4% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 536,832 | $16.2M | 2.3% | 00.0% | Unchanged | History |
| PESIPerma Fix Environmental Services Inc | COM NEW | 1,032,958 | $14.8M | 2.1% | +114,285+12.4% | Added | History |
| YTRAYatra Online, Inc. | ORD SHS | 12,170,301 | $11.5M | 1.6% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| COURCoursera, Inc. | COM | 5,618,749 | $32.7M | 5.4% | History |
| UDMYUdemy, Inc. | COM | 3,658,520 | $16.9M | 2.8% | History |
| PLXProtalix BioTherapeutics, Inc. | COM | 3,544,139 | $7.69M | 1.3% | History |
| FVRRFiverr International Ltd. | ORD SHS | 80,479 | $806.4K | 0.1% | History |
| SGMOQSangamo Therapeutics, Inc | COM | 561,538 | $138.6K | <0.1% | History |