Altai Capital Management, L.P.
Altai Capital Management, L.P. reported 4 US-listed holdings worth $49.0 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Digimarc Corp. New (46.5%), Orasure Technologies Inc. (32.9%) and Sky Harbour Group Corporatio (14.4%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -51.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Digimarc Corp. New DMRC | 2.8M | $22.8 million | 46.47% | no change |
| Orasure Technologies Inc. OSUR | 3.6M | $16.1 million | 32.90% | no change |
| Sky Harbour Group Corporatio SKYH | 715.3K | $7.0 million | 14.37% | no change |
| Yatra Online Inc. YTRA | 3.3M | $3.1 million | 6.26% | no change |
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Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Sky Harbour Group Corporatio SKYHWS | Calls | 131.0K | $60,000 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.