Mak Capital One LLC
Mak Capital One LLC reported 17 US-listed holdings worth $713.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Agilysys Inc. (17.5%), Grupo Financiero Galicia S A (10.4%) and Acadia Healthcare Company, Inc. (10.1%). Against the quarter before, it opened 1 position, added to 6, trimmed 3 and sold out of 5.
The 14 largest of its 17 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 +9.8% 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 did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Caris Life Sciences Inc. CAI$34.5 million
Added to 6
- Uniqure NV QURE+790,846 shares · +179%
- Clearpoint Neuro Inc. CLPT+474,372 shares · +25%
- Annexon Inc. ANNX+1.1 million shares · +24%
- Grupo Financiero Galicia S A GGAL+56,800 shares · +4%
- Standard Biotools Inc. LAB+2.6 million shares · +10%
- Perma-Fix Environmental Svcs PESI+114,285 shares · +12%
Trimmed 3
- Champion Homes, Inc. SKY-650,000 shares · -51%
- Comstock Inc. LODE-573,552 shares · -10%
- Cryoport Inc. CYRX-145,906 shares · -10%
Sold out of 5
- Coursera Inc. COUR$32.7 million last quarter
- Udemy Inc. UDMY$16.9 million last quarter
- Protalix Biotherapeutics Inc. PLX$7.7 million last quarter
- Fiverr Intl Ltd FVRR$806,400 last quarter
- Sangamo Therapeutics, Inc. SGMOQ$138,644 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Agilysys Inc. AGYS | 1.2M | $124.6 million | 17.46% | no change |
| Grupo Financiero Galicia S A GGAL | 1.5M | $74.3 million | 10.41% | +56.8K |
| Acadia Healthcare Company, Inc. ACHC | 2.4M | $71.8 million | 10.07% | no change |
| Uniqure NV QURE | 1.2M | $56.7 million | 7.95% | +790.8K |
| Champion Homes, Inc. SKY | 632.4K | $55.7 million | 7.81% | -650.0K |
| Autolus Therapeutics PLC AUTL | 33.6M | $53.8 million | 7.54% | no change |
| Clearpoint Neuro Inc. CLPT | 2.4M | $42.4 million | 5.94% | +474.4K |
| Grupo Supervielle S A SUPV | 4.2M | $41.1 million | 5.75% | no change |
| Caris Life Sciences Inc. CAI | 1.9M | $34.5 million | 4.84% | new |
| Annexon Inc. ANNX | 5.9M | $33.5 million | 4.69% | +1.1M |
| Standard Biotools Inc. LAB | 28.8M | $23.7 million | 3.32% | +2.6M |
| Comstock Inc. LODE | 5.2M | $21.6 million | 3.02% | -573.6K |
| Cryoport Inc. CYRX | 1.3M | $20.1 million | 2.81% | -145.9K |
| Honest Co. Inc. HNST | 4.8M | $17.5 million | 2.45% | no change |
| Cenovus Energy Inc. CVE | 536.8K | $16.2 million | 2.27% | no change |
| Perma-Fix Environmental Svcs PESI | 1.0M | $14.8 million | 2.07% | +114.3K |
| Yatra Online Inc. YTRA | 12.2M | $11.5 million | 1.61% | no change |