Altai Capital Management, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Altai Capital Management, L.P. reported 4 stock positions worth $49.0 million. Its top holding was Digimarc (DMRC) at 46.5% of the portfolio, followed by Orasure Technologies (OSUR, 32.9%) and SKY Harbour (SKYH, 14.4%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
IRVINE, CA
CIK
0001478982
Portfolio Value
$49.0M (Q2 2026)
SEC Filing
0001478982-26-000004 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $209.7M Q1 2024 Q2 2024: $118.7M Q2 2024 Q3 2024: $107.8M Q3 2024 Q4 2024: $129.4M Q4 2024 Q1 2025: $57.7M Q1 2025 Q2 2025: $55.1M Q2 2025 Q3 2025: $50.8M Q3 2025 Q4 2025: $39.5M Q4 2025 Q1 2026: $34.9M Q1 2026 Q2 2026: $49.0M $49.0M Q2 2026

Holdings 4 stocks · $49.0M
DMRC Digimarc Corp. 46.47% 2,769,346 $22.8M No change
OSUR Orasure Technologies Inc. 32.90% 3,613,836 $16.1M No change
SKYH SKY Harbour Group Corp. 14.37% 715,327 $7.0M No change
YTRA Yatra Online Inc. 6.26% 3,252,708 $3.1M No change

Options reported separately and not counted above: SKYH.WS calls ($60K).

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$49.0MDMRC, OSUR, SKYH, YTRA
Q1 2026 4$34.9MDMRC, OSUR, SKYH, YTRA
Q4 2025 4$39.5MDMRC, OSUR, SKYH, YTRA
Q3 2025 4$50.8MDMRC, OSUR, SKYH, YTRA
Q2 2025 5$55.1MDMRC, SKYH, OSUR, YTRA, ETWO
Q1 2025 5$57.7MDMRC, SKYH, ETWO, YTRA, OSUR
Q4 2024 4$129.4MDMRC, ETWO, SKYH, YTRA
Q3 2024 4$107.8MDMRC, ETWO, SKYH, YTRA
Q2 2024 4$118.7MDMRC, ETWO, SKYH, YTRA
Q1 2024 5$209.7MSKYH, DMRC, YTRA, ETWO, OSPN