MAK CAPITAL ONE LLC
CIK 1385702 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- SKY22.74%
- AGYS19.07%
- GGAL9.75%
- QCOM9.07%
- AUTL8.03%
- SUPV6.36%
- COUR3.72%
- LAB3.32%
- UDMY2.97%
- YTRA2.92%
Share classes counted separately87.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SKYWeight decreased · -7.73 pp30.47% → 22.74%Shares 0 (0.00%)
- AGYSWeight decreased · -5.97 pp25.04% → 19.07%Shares 0 (0.00%)
- SUPVWeight increased · +2.41 pp3.95% → 6.36%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SKYCHAMPION HOMES INC View history and evidence | $169.00M | 22.74% | 2.00M shares | 30.47% → 22.74%-7.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AGYSAGILYSYS INC View history and evidence | $141.74M | 19.07% | 1.19M shares | 25.04% → 19.07%-5.97 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | GGALGRUPO FINANCIERO GALICIA-ADRSPONSORED ADR View history and evidence | $72.47M | 9.75% | 1.34M shares | Prior unavailable +1.34M | New | ↗▾ |
| 04 | QCOMQUALCOMM INC View history and evidence | $67.40M | 9.07% | 394.01K shares | Prior unavailable +394.01K | New | ↗▾ |
| 05 | AUTLAUTOLUS THERAPEUTICS PLCSPON ADS View history and evidence | $59.71M | 8.03% | 30.01M shares | 8.46% → 8.03%-0.43 pp +3.99M (+15.33%) | Added | ↗▾ |
| 06 | SUPVGRUPO SUPERVIELLE SA-SP ADRSPONSORED ADR View history and evidence | $47.28M | 6.36% | 4.00M shares | 3.95% → 6.36%+2.41 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | COURCOURSERA INC View history and evidence | $27.61M | 3.72% | 3.75M shares | Prior unavailable +3.75M | New | ↗▾ |
| 08 | LABSTANDARD BIOTOOLS INC View history and evidence | $24.69M | 3.32% | 19.29M shares | 4.13% → 3.32%-0.81 pp +3.36M (+21.07%) | Added | ↗▾ |
| 09 | UDMYUDEMY INC View history and evidence | $22.05M | 2.97% | 3.77M shares | Prior unavailable +3.77M | New | ↗▾ |
| 10 | YTRAYATRA ONLINE INCORD SHS View history and evidence | $21.66M | 2.92% | 12.17M shares | 3.40% → 2.92%-0.48 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 2
$165.68M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SKYCHAMPION HOMES INC View history and evidence | Put | 1.50M | $126.75M | 0 (0.00%) | ▾ |
AGYSAGILYSYS INC View history and evidence | Put | 327.60K | $38.93M | 0 (0.00%) | ▾ |
2 / 2 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HSI HEIDRICK & STRUGGLES INTL | Non-derivative | -1,213,762 | -$60.41M | SEC filing ↗ | SEC filing ↗ |
| PRO PROS HOLDINGS INC | Non-derivative | -1,413,426 | -$32.38M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1385702 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 908833403
}Take these holdings further.
This page includes 23 of 23 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 23 of 23 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1385702","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"1385702","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.