EdgeMarket › What Mak Capital One Llc reported owning

What Mak Capital One Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

678.7M

Positions

22

Quarter

2026-03-31

Shown below

21
largest by value
holdingvalue% of booksharesprice1y
SKY
Champion Homes, Inc.
95.4M14.1%1.3M90.25+26.1%
AGYS
AGILYSYS INC
84.9M12.5%1.2M113.80+6.9%
GGAL
GRUPO FINANCIERO GALICIA SA
66.8M9.8%1.4M41.45-10.4%
ACHC
Acadia Healthcare Company, Inc.
56.9M8.4%2.4M27.82+30.6%
AUTL
Autolus Therapeutics plc
46.4M6.8%33.6M2.41+39.3%
SUPV
Grupo Supervielle S.A.
40.1M5.9%4.2M7.90-15.4%
COUR
Coursera, Inc.
32.7M4.8%5.6M6.00-47.2%
ANNX
Annexon, Inc.
26.2M3.9%4.7M5.07+136.9%
LAB
STANDARD BIOTOOLS INC.
24.1M3.5%26.2M0.67-45.6%
LODE
Comstock Inc.
17.6M2.6%5.8M3.52+46.7%
CLPT
ClearPoint Neuro, Inc.
17.3M2.5%1.9M15.39+48.4%
unmapped CUSIP 90268510616.9M2.5%3.7M
CVE
CENOVUS ENERGY INC.
14.2M2.1%536.8K32.93+119.8%
HNST
Honest Company, Inc.
14.0M2.1%4.8M5.05+38.0%
YTRA
Yatra Online, Inc.
13.5M2.0%12.2M0.97-31.7%
CYRX
Cryoport, Inc.
11.8M1.7%1.4M17.13+97.8%
PESI
PERMA FIX ENVIRONMENTAL SERVICES INC
9.8M1.4%918.7K17.30+51.0%
PLX
Protalix BioTherapeutics, Inc.
7.7M1.1%3.5M2.38+51.6%
QURE
uniQure N.V.
7.2M1.1%441.2K48.37+212.5%
FVRR
Fiverr International Ltd.
806.4K0.1%80.5K9.21-59.7%
SGMOQ
SANGAMO THERAPEUTICS, INC
138.6K0.0%561.5K

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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