Mak Capital One LLC reported 17 positions worth $713.79M for the quarter ended Jun 30, 2026, up 21.5% on the prior quarter. It opened 1 new position, added to 6, trimmed 3 and exited 3. Its largest holding is Agilysys Inc at 17.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QURE uniQure N.V. | +790.8K | +179.2% | $36.43M | 7.95% |
| CAI Caris Life Sciences, Inc. | +1.94M | – | $34.52M | 4.84% |
| CLPT ClearPoint Neuro, Inc. | +474.4K | +24.9% | $8.46M | 5.94% |
| ANNX Annexon, Inc. | +1.14M | +24.1% | $6.50M | 4.69% |
| GGAL Grupo Financiero Galicia Sa | +56.8K | +4.0% | $2.84M | 10.41% |
| LAB Standard Biotools Inc. | +2.64M | +10.1% | $2.17M | 3.32% |
| PESI Perma Fix Environmental Services Inc | +114.3K | +12.4% | $1.63M | 2.07% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SKY Champion Homes, Inc. | -650.0K | -50.7% | $57.28M | 7.81% |
| COUR Coursera, Inc. | -5.62M | -100.0% | $32.70M | Exited |
| PLX Protalix BioTherapeutics, Inc. | -3.54M | -100.0% | $7.69M | Exited |
| LODE Comstock Inc. | -573.6K | -10.0% | $2.39M | 3.02% |
| CYRX Cryoport, Inc. | -145.9K | -10.3% | $2.29M | 2.81% |
| FVRR Fiverr International Ltd. | -80.5K | -100.0% | $806.40K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CAI Caris Life Sciences, Inc. | +1.94M | $34.52M | 4.84% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGYS Agilysys Inc | Technology | 1.19M | $124.64M | 17.46% | 0 | 0.0% | Unchanged | 4.23% |
| 2 | GGAL Grupo Financiero Galicia Sa | Financial Services | 1.49M | $74.34M | 10.41% | +56.8K | +4.0% | Added | 0.09% |
| 3 | ACHC Acadia Healthcare Company, Inc. | Healthcare | 2.43M | $71.85M | 10.07% | 0 | 0.0% | Unchanged | 2.68% |
| 4 | QURE uniQure N.V. | Healthcare | 1.23M | $56.75M | 7.95% | +790.8K | +179.2% | Added | 1.78% |
| 5 | SKY Champion Homes, Inc. | Consumer Discretionary | 632.4K | $55.72M | 7.81% | -650.0K | -50.7% | Reduced | 1.15% |
| 6 | AUTL Autolus Therapeutics plc | Healthcare | 33.62M | $53.79M | 7.54% | 0 | 0.0% | Unchanged | 12.63% |
| 7 | CLPT ClearPoint Neuro, Inc. | Healthcare | 2.38M | $42.39M | 5.94% | +474.4K | +24.9% | Added | 7.79% |
| 8 | SUPV Grupo Supervielle S.A. | Financial Services | 4.25M | $41.06M | 5.75% | 0 | 0.0% | Unchanged | 4.8% |
| 9 | CAI Caris Life Sciences, Inc. | Healthcare | 1.94M | $34.52M | 4.84% | +1.94M | – | New | 0.68% |
| 10 | ANNX Annexon, Inc. | Healthcare | 5.86M | $33.47M | 4.69% | +1.14M | +24.1% | Added | 2.92% |
| 11 | LAB Standard Biotools Inc. | Healthcare | 28.81M | $23.71M | 3.32% | +2.64M | +10.1% | Added | 7.35% |
| 12 | LODE Comstock Inc. | Industrials | 5.19M | $21.59M | 3.02% | -573.6K | -10.0% | Reduced | 6.83% |
| 13 | CYRX Cryoport, Inc. | Industrials | 1.28M | $20.05M | 2.81% | -145.9K | -10.3% | Reduced | 2.52% |
| 14 | HNST Honest Company, Inc. | Consumer Staples | 4.78M | $17.48M | 2.45% | 0 | 0.0% | Unchanged | 4.17% |
| 15 | CVE Cenovus Energy Inc. | Energy | 536.8K | $16.21M | 2.27% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Mak Capital One.
As of its Q2 2026 13F filing, Mak Capital One LLC’s five largest positions were Agilysys Inc (AGYS) at 17.5%, Grupo Financiero Galicia Sa (GGAL) at 10.4%, Acadia Healthcare Company, Inc. (ACHC) at 10.1%, uniQure N.V. (QURE) at 8.0%, Champion Homes, Inc. (SKY) at 7.8% of the reported portfolio.
Mak Capital One LLC reported a 13F portfolio worth $713.79M across 17 positions for Q2 2026. That is up 21.5% from the previous quarter.
Its largest purchases by value were uniQure N.V. ($36.43M), Caris Life Sciences, Inc. ($34.52M), ClearPoint Neuro, Inc. ($8.46M). It opened 1 new positions.
Its largest sales by value were Champion Homes, Inc. ($57.28M), Coursera, Inc. ($32.70M), Protalix BioTherapeutics, Inc. ($7.69M). It exited 3 positions entirely.
From the Form 13F-HR reports Mak Capital One LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.