Altai Capital Management, L.P.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Altai Capital Management, L.P. reported 4 stock positions worth $129.4 million. Its top holding was Digimarc (DMRC) at 80.2% of the portfolio, followed by E2OPEN Parent (ETWO, 9.5%) and SKY Harbour (SKYH, 7.0%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was E2OPEN Parent (ETWO, shares +7%) and the biggest sale Yatra Online (YTRA, shares −2%).

Most Recent 13F
Q2 2026
Location
IRVINE, CA
CIK
0001478982
Portfolio Value
$129.4M (Q4 2024)
SEC Filing
0001478982-25-000001 ↗ filed Feb 14, 2025

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 $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 4 stocks · $129.4M
DMRC Digimarc Corp. 80.18% 2,769,346 $103.7M No change
ETWO E2OPEN Parent Holdings Inc. 9.52% 4,629,070 $12.3M Add +7.2%
SKYH SKY Harbour Group Corp. 6.97% 755,546 $9.0M No change
YTRA Yatra Online Inc. 3.34% 3,425,695 $4.3M Reduce -2.1%

Options reported separately and not counted above: SKYH.WS calls ($382K), ETWOW calls ($46K).

Portfolio Sells Q3 2024 → Q4 2024
YTRA Yatra Online Inc. Reduce -2.1% 3.34% −2.20

Portfolio Buys Q3 2024 → Q4 2024
ETWO E2OPEN Parent Holdings Inc. Add +7.2% 9.52% −8.14

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