Mak Capital One LLC
Net seller this quarter
$714M
17
-$27.1M
82.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AGYS | $125M | 17.46% | 4.23% | Not reported | Q2 2013 |
 GGAL | $74.3M | 10.41% | Not reported | +4.0% | Q4 2025 |
 ACHC | $71.8M | 10.07% | 2.68% | Not reported | Q1 2026 |
 QURE | $56.7M | 7.95% | 1.78% | +179.3% | Q1 2026 |
| SKY | $55.7M | 7.81% | 1.15% | -50.7% | Q2 2018 |
 AUTL | $53.8M | 7.54% | 12.63% | Not reported | Q2 2025 |
 CLPT | $42.4M | 5.94% | 7.79% | +25.0% | Q1 2026 |
 SUPV | $41.1M | 5.75% | Not reported | Not reported | Q1 2024 |
 CAI | $34.5M | 4.84% | 0.69% | New | Q2 2026 |
 ANNX | $33.5M | 4.69% | 3.92% | +24.1% | Q4 2025 |
 LAB | $23.7M | 3.32% | 7.35% | +10.1% | Q1 2025 |
 LODE | $21.6M | 3.02% | 6.83% | -10.0% | Q1 2026 |
 CYRX | $20.1M | 2.81% | 2.52% | -10.3% | Q3 2025 |
 HNST | $17.5M | 2.45% | 4.17% | Not reported | Q4 2025 |
 CVE | $16.2M | 2.27% | 0.03% | Not reported | Q1 2019 |
 PESI | $14.8M | 2.07% | 4.87% | +12.4% | Q2 2025 |
 YTRA | $11.5M | 1.61% | Not reported | Not reported | Q3 2018 |
| Q1 2026 | |||||
| SKY | $95.4M | 14.05% | 2.32% | -35.9% | Q2 2018 |
| AGYS | $84.9M | 12.50% | 4.23% | Not reported | Q2 2013 |
| GGAL | $66.8M | 9.84% | Not reported | +6.4% | Q4 2025 |
| ACHC | $56.9M | 8.38% | 2.68% | New | Q1 2026 |
| AUTL | $46.4M | 6.84% | 12.63% | +12.1% | Q2 2025 |
| SUPV | $40.1M | 5.91% | Not reported | +6.3% | Q1 2024 |
 COUR | $32.7M | 4.82% | 3.32% | +49.8% | Q4 2025 |
| ANNX | $26.2M | 3.86% | 3.16% | +59.7% | Q4 2025 |
| LAB | $24.1M | 3.55% | 6.71% | +35.7% | Q1 2025 |
| LODE | $17.6M | 2.59% | 7.78% | New | Q1 2026 |
| CLPT | $17.3M | 2.55% | 6.34% | New | Q1 2026 |
| UDMY | $16.9M | 2.49% | 2.51% | -3.0% | Q4 2025 |
| CVE | $14.2M | 2.10% | 0.03% | Not reported | Q1 2019 |
| HNST | $14M | 2.07% | 4.20% | +35.4% | Q4 2025 |
| YTRA | $13.5M | 1.99% | Not reported | Not reported | Q3 2018 |
| CYRX | $11.8M | 1.74% | 2.84% | +18.7% | Q3 2025 |
| PESI | $9.82M | 1.45% | 4.95% | Not reported | Q2 2025 |
 PLX | $7.69M | 1.13% | 4.40% | New | Q1 2026 |
| QURE | $7.21M | 1.06% | 0.70% | New | Q1 2026 |
 FVRR | $806K | 0.12% | 0.22% | New | Q1 2026 |
| SGMOQ | $139K | 0.02% | 0.14% | New | Q1 2026 |
| Q4 2025 | |||||
| SKY | $169M | 18.60% | 3.58% | Not reported | Q2 2018 |
| AGYS | $142M | 15.60% | 4.24% | Not reported | Q2 2013 |
| GGAL | $72.5M | 7.97% | Not reported | New | Q4 2025 |
 QCOM | $67.4M | 7.42% | 0.04% | New | Q4 2025 |
| AUTL | $59.7M | 6.57% | 11.27% | +15.3% | Q2 2025 |
| SUPV | $47.3M | 5.20% | Not reported | Not reported | Q1 2024 |
| COUR | $27.6M | 3.04% | 2.23% | New | Q4 2025 |
| LAB | $24.7M | 2.72% | 4.99% | +21.1% | Q1 2025 |
| UDMY | $22.1M | 2.43% | 2.60% | New | Q4 2025 |
| YTRA | $21.7M | 2.38% | Not reported | Not reported | Q3 2018 |
| ANNX | $14.9M | 1.63% | 1.98% | New | Q4 2025 |
| PESI | $11.6M | 1.27% | 4.96% | +12.6% | Q2 2025 |
| CYRX | $11.5M | 1.27% | 2.41% | +46.6% | Q3 2025 |
| HNST | $9.1M | 1.00% | 3.13% | New | Q4 2025 |
| CVE | $9.08M | 1.00% | 0.03% | Not reported | Q1 2019 |
| TALK | $8.04M | 0.88% | 1.33% | New | Q4 2025 |
| DAWN | $7.7M | 0.85% | 0.80% | -43.0% | Q3 2025 |
 SMRT | $7.23M | 0.80% | 1.89% | +24.9% | Q3 2025 |
 MITK | $6.69M | 0.74% | 1.40% | New | Q4 2025 |
 VPG | $1.97M | 0.22% | 0.42% | New | Q4 2025 |
 DAVA | $1.79M | 0.20% | 0.51% | New | Q4 2025 |
| Q3 2025 | |||||
| SKY | $153M | 23.49% | 3.54% | -20.0% | Q2 2018 |
| AGYS | $126M | 19.30% | 4.25% | Not reported | Q2 2013 |
| HSII | $60.4M | 9.29% | 5.84% | +0.2% | Q1 2024 |
| AUTL | $42.4M | 6.52% | 9.78% | +53.5% | Q2 2025 |
| PRO | $32.4M | 4.98% | 2.93% | +112.4% | Q2 2025 |
| LAB | $20.7M | 3.18% | 4.15% | +184.6% | Q1 2025 |
| SUPV | $19.8M | 3.04% | Not reported | +36.7% | Q1 2024 |
| YTRA | $17M | 2.62% | Not reported | Not reported | Q3 2018 |
| DAWN | $10.2M | 1.57% | 1.41% | New | Q3 2025 |
| PESI | $8.24M | 1.27% | 4.41% | +780.7% | Q2 2025 |
| CYRX | $7.76M | 1.19% | 1.63% | New | Q3 2025 |
| SMRT | $4.04M | 0.62% | 1.51% | New | Q3 2025 |