Institutions / Mak Capital One LLC
Mak Capital One LLC
CIK 1385702 · Institution · as of Mar 31, 2026
Portfolio value
$604.32M
Positions
21
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$604.32M-18.7%Positions
21+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Champion Homes Inc | $95.37M | 15.8% |
| Agilysys Inc | $84.85M | 14.0% |
| Grupo Financiero Galicia SAGGAL | $66.75M | 11.0% |
| Acadia Healthcare Company, Inc. | $56.91M | 9.4% |
| Autolus Therapeutics plcAUTL | $46.40M | 7.7% |
| Grupo Supervielle S.A.SUPV | $40.08M | 6.6% |
| Coursera, Inc. | $32.70M | 5.4% |
| Annexon, Inc. | $26.17M | 4.3% |
| Standard Biotools Inc. | $24.06M | 4.0% |
| Comstock Inc. | $17.58M | 2.9% |
| ClearPoint Neuro, Inc. | $17.30M | 2.9% |
| Udemy, Inc. | $16.90M | 2.8% |
| Cenovus Energy Inc | $14.24M | 2.4% |
| Honest Company, Inc. | $14.04M | 2.3% |
| Yatra Online Inc | $13.51M | 2.2% |
| Cryoport, Inc. | $11.78M | 2.0% |
| Perma Fix Environmental Services Inc | $9.82M | 1.6% |
| Protalix BioTherapeutics, Inc. | $7.69M | 1.3% |
| Uniqure NV | $7.21M | 1.2% |
| Fiverr International Ltd | $806.4K | 0.1% |
| Sangamo Therapeutics, Inc. | $138.6K | 0.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Qualcomm INC/DE | $-67.40M | -394K -100.00% | — | high |
| Q1 2026 as of | New | Acadia Healthcare Company, Inc. | $56.91M | +2.4M | 2,432,962 9.42% of portfolio | high |
| Q1 2026 as of | Trim | Champion Homes Inc | $-53.37M | -718K -35.88% | 1,282,374 15.78% of portfolio | high |
| Q1 2026 as of | New | Comstock Inc. | $17.58M | +5.8M | 5,763,729 2.91% of portfolio | medium |
| Q1 2026 as of | New | ClearPoint Neuro, Inc. | $17.30M | +1.9M | 1,901,489 2.86% of portfolio | medium |
| Q1 2026 as of | Add | Coursera, Inc. | $10.87M | +1.9M +49.78% | 5,618,749 5.41% of portfolio | medium |
| Q1 2026 as of | Add | Annexon, Inc. | $9.78M | +1.8M +59.68% | 4,724,043 4.33% of portfolio | medium |
| Q1 2026 as of | Exit | Talkspace, Inc | $-8.04M | -2.2M -100.00% | — | medium |
| Q1 2026 as of | Exit | Day One Biopharmaceuticals, Inc. | $-7.70M | -826K -100.00% | — | medium |
| Q1 2026 as of | New | Protalix BioTherapeutics, Inc. | $7.69M | +3.5M | 3,544,139 1.27% of portfolio | medium |