Mak Capital One LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Mak Capital One LLC reported 17 stock positions worth $713.8 million. Its top holding was Agilysys (AGYS) at 17.5% of the portfolio, followed by Grupo Financiero Galicia-ADR (GGAL, 10.4%) and Acadia Healthcare (ACHC, 10.1%). Compared with Q1 2026, it opened 1 new position, sold out of 5, added to 6 and reduced 3. The biggest buy was Uniqure (QURE, shares +179%) and the biggest sale Champion Homes (SKY, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001385702
- Portfolio Value
- $713.8M (Q2 2026)
- SEC Filing
- 0001013594-26-000909 ↗ filed Aug 14, 2026
Holdings Value
Holdings 17 stocks · $713.8M
| AGYS Agilysys Inc. | 17.46% | 1,192,730 | $124.6M | No change |
| GGAL Grupo Financiero Galicia-ADR | 10.41% | 1,485,875 | $74.3M | Add +4.0% |
| ACHC Acadia Healthcare Co. Inc. | 10.07% | 2,432,962 | $71.8M | No change |
| QURE Uniqure NV | 7.95% | 1,232,051 | $56.7M | Add +179.3% |
| SKY Champion Homes Inc. | 7.81% | 632,374 | $55.7M | Reduce -50.7% |
| AUTL Autolus Therapeutics PLC | 7.54% | 33,621,487 | $53.8M | No change |
| CLPT Clearpoint Neuro Inc. | 5.94% | 2,375,861 | $42.4M | Add +24.9% |
| SUPV Grupo Supervielle SA-SP ADR | 5.75% | 4,250,000 | $41.1M | No change |
| CAI Caris Life Sciences Inc. | 4.84% | 1,937,229 | $34.5M | New |
| ANNX Annexon Inc. | 4.69% | 5,862,180 | $33.5M | Add +24.1% |
| LAB Standard Biotools Inc. | 3.32% | 28,813,904 | $23.7M | Add +10.1% |
| LODE Comstock Inc. | 3.02% | 5,190,177 | $21.6M | Reduce -9.9% |
| CYRX Cryoport Inc. | 2.81% | 1,277,359 | $20.1M | Reduce -10.3% |
| HNST The Honest Co. Inc. | 2.45% | 4,776,088 | $17.5M | No change |
| CVE Cenovus Energy Inc. | 2.27% | 536,832 | $16.2M | No change |
| PESI Perma-Fix Environmental SVCS | 2.07% | 1,032,958 | $14.8M | Add +12.4% |
| YTRA Yatra Online Inc. | 1.61% | 12,170,301 | $11.5M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SKY Champion Homes Inc. | Reduce -50.7% | 7.81% | −7.97 |
| COUR Coursera Inc. | Sold out | 0.00% | −5.41 |
| UDMY Udemy Inc. | Sold out | 0.00% | −2.80 |
| PLX Protalix Biotherapeutics Inc. | Sold out | 0.00% | −1.27 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.13 |
| SGMOQ Sangamo Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| LODE Comstock Inc. | Reduce -9.9% | 3.02% | +0.12 |
| CYRX Cryoport Inc. | Reduce -10.3% | 2.81% | +0.86 |
Portfolio Buys Q1 2026 → Q2 2026
| QURE Uniqure NV | Add +179.3% | 7.95% | +6.76 |
| CAI Caris Life Sciences Inc. | New | 4.84% | +4.84 |
| CLPT Clearpoint Neuro Inc. | Add +24.9% | 5.94% | +3.07 |
| PESI Perma-Fix Environmental SVCS | Add +12.4% | 2.07% | +0.44 |
| ANNX Annexon Inc. | Add +24.1% | 4.69% | +0.36 |
| GGAL Grupo Financiero Galicia-ADR | Add +4.0% | 10.41% | −0.63 |
| LAB Standard Biotools Inc. | Add +10.1% | 3.32% | −0.66 |
Options Activity Q1 2026 → Q2 2026
| SKY Champion Homes Inc. | put | Sold out | 1,000,000 | $74.4Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $713.8M | AGYS, GGAL, ACHC, QURE, SKY |
| Q1 2026 | 21 | $604.3M | SKY, AGYS, GGAL, ACHC, AUTL |
| Q4 2025 | 21 | $743.2M | SKY, AGYS, GGAL, QCOM, AUTL |
| Q3 2025 | 12 | $501.3M | SKY, AGYS, HSII, AUTL, PRO |
| Q2 2025 | 14 | $566.7M | SKY, AGYS, HSII, INTC, AUTL |
| Q1 2025 | 8 | $470.2M | SKY, AGYS, HSII, SUPV, CTRA |
| Q4 2024 | 8 | $522.3M | SKY, AGYS, HSII, SUPV, LOMA |
| Q3 2024 | 9 | $489.3M | SKY, AGYS, HSII, LOMA, YTRA |
| Q2 2024 | 8 | $417.8M | SKY, AGYS, HSII, IE, YTRA |
| Q1 2024 | 9 | $504.2M | SKY, AGYS, HSII, YTRA, IE |