Altai Capital Management, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Altai Capital Management, L.P. reported 5 stock positions worth $209.7 million. Its top holding was SKY Harbour (SKYH) at 54.2% of the portfolio, followed by Digimarc (DMRC, 37.4%) and Yatra Online (YTRA, 3.6%). Compared with Q4 2023, it added to 1 and reduced 1. The biggest buy was Digimarc (DMRC, shares +0%) and the biggest sale Onespan (OSPN, shares −68%).

Most Recent 13F
Q2 2026
Location
IRVINE, CA
CIK
0001478982
Portfolio Value
$209.7M (Q1 2024)
SEC Filing
0001478982-24-000003 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $209.7M $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 Q2 2026

Holdings 5 stocks · $209.7M
SKYH SKY Harbour Group Corp. 54.16% 8,893,846 $113.6M No change
DMRC Digimarc Corp. 37.36% 2,882,686 $78.4M Add +0.1%
YTRA Yatra Online Inc. 3.62% 4,777,984 $7.6M No change
ETWO E2OPEN Parent Holdings Inc. 2.97% 1,403,706 $6.2M No change
OSPN Onespan Inc. 1.88% 339,588 $3.9M Reduce -68.3%

Options reported separately and not counted above: SKYH.WS calls ($2.7M), ETWOW calls ($1.2M).

Portfolio Sells Q4 2023 → Q1 2024
OSPN Onespan Inc. Reduce -68.3% 1.88% −3.45

Portfolio Buys Q4 2023 → Q1 2024
DMRC Digimarc Corp. Add +0.1% 37.36% −10.93

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