Mak Capital One Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$678.7M
Q ending 2026-03-31
Prior quarter
$908.8M
Q ending 2025-12-31
Change
-25.3% QoQ · +15.3% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Champion Homes Inc | SKY | Shares | $95.4M | 1.3M |
| Agilysys Inc | AGYS | Shares | $84.9M | 1.2M |
| Champion Homes Inc | SKY | Put | $74.4M | 1.0M |
| Grupo Financiero Galicia S.A | GGAL | Shares | $66.8M | 1.4M |
| Acadia Healthcare Company In | ACHC | Shares | $56.9M | 2.4M |
| Autolus Therapeutics Ltd | AUTL | Shares | $46.4M | 33.6M |
| Grupo Supervielle S.A. | SUPV | Shares | $40.1M | 4.3M |
| Coursera Inc | COUR | Shares | $32.7M | 5.6M |
| Annexon Inc | ANNX | Shares | $26.2M | 4.7M |
| Standard Biotools Inc | LAB | Shares | $24.1M | 26.2M |
| Comstock Inc | LODE | Shares | $17.6M | 5.8M |
| Clearpoint Neuro Inc | CLPT | Shares | $17.3M | 1.9M |
| Udemy Inc | 7WH | Shares | $16.9M | 3.7M |
| Cenovus Energy Inc | CVE | Shares | $14.2M | 537K |
| Honest Co Inc | HNST | Shares | $14.0M | 4.8M |
| Yatra Online Inc | Shares | $13.5M | 12.2M | |
| Cryoport Inc | CYRX | Shares | $11.8M | 1.4M |
| Perma-Fix Environmental Svcs | PESI | Shares | $9.8M | 919K |
| Protalix Biotherapeutics Inc | PLX | Shares | $7.7M | 3.5M |
| Uniqure Nv | Shares | $7.2M | 441K | |
| Fiverr Intl Ltd | Shares | $806K | 80K | |
| Sangamo Therapeutics Inc | SGMOQ | Shares | $139K | 562K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.