Altai Capital Management, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Altai Capital Management, L.P. reported 4 stock positions worth $34.9 million. Its top holding was Digimarc (DMRC) at 38.9% of the portfolio, followed by Orasure Technologies (OSUR, 31.0%) and SKY Harbour (SKYH, 19.7%). Compared with Q4 2025, it reduced 2. The biggest sale was SKY Harbour (SKYH, shares −1%).

Most Recent 13F
Q2 2026
Location
IRVINE, CA
CIK
0001478982
Portfolio Value
$34.9M (Q1 2026)
SEC Filing
0001478982-26-000003 ↗ filed May 18, 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 $34.9M Q1 2026 Q2 2026: $49.0M Q2 2026

Holdings 4 stocks · $34.9M
DMRC Digimarc Corp. 38.92% 2,769,346 $13.6M No change
OSUR Orasure Technologies Inc. 31.03% 3,613,836 $10.8M Reduce -3.4%
SKYH SKY Harbour Group Corp. 19.72% 715,327 $6.9M Reduce -0.7%
YTRA Yatra Online Inc. 10.34% 3,252,708 $3.6M No change

Options reported separately and not counted above: SKYH.WS calls ($92K).

Portfolio Sells Q4 2025 → Q1 2026
SKYH SKY Harbour Group Corp. Reduce -0.7% 19.72% +3.35
OSUR Orasure Technologies Inc. Reduce -3.4% 31.03% +8.10

Portfolio Buys Q4 2025 → Q1 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