MAK CAPITAL ONE LLC
CIK 1385702 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- SKY15.78%
- AGYS14.04%
- GGAL11.05%
- ACHC9.42%
- AUTL7.68%
- SUPV6.63%
- COUR5.41%
- ANNX4.33%
- LAB3.98%
- LODE2.91%
Share classes counted separately81.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SKYWeight decreased · -6.96 pp22.74% → 15.78%Shares -717.63K (-35.88%)
- AGYSWeight decreased · -5.03 pp19.07% → 14.04%Shares 0 (0.00%)
- ANNXWeight increased · +2.33 pp2.00% → 4.33%Shares +1.77M (+59.68%)
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 | $95.37M | 15.78% | 1.28M shares | 22.74% → 15.78%-6.96 pp -717.63K (-35.88%) | Reduced | ↗▾ |
| 02 | AGYSAGILYSYS INC View history and evidence | $84.85M | 14.04% | 1.19M shares | 19.07% → 14.04%-5.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | GGALGRUPO FINANCIERO GALICIA-ADRSPONSORED ADR View history and evidence | $66.75M | 11.05% | 1.43M shares | 9.75% → 11.05%+1.30 pp +85.59K (+6.37%) | Added | ↗▾ |
| 04 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $56.91M | 9.42% | 2.43M shares | Prior unavailable +2.43M | New | ↗▾ |
| 05 | AUTLAUTOLUS THERAPEUTICS PLCSPON ADS View history and evidence | $46.40M | 7.68% | 33.62M shares | 8.03% → 7.68%-0.35 pp +3.62M (+12.05%) | Added | ↗▾ |
| 06 | SUPVGRUPO SUPERVIELLE SA-SP ADRSPONSORED ADR View history and evidence | $40.08M | 6.63% | 4.25M shares | 6.36% → 6.63%+0.27 pp +250.00K (+6.25%) | Added | ↗▾ |
| 07 | COURCOURSERA INC View history and evidence | $32.70M | 5.41% | 5.62M shares | 3.72% → 5.41%+1.69 pp +1.87M (+49.78%) | Added | ↗▾ |
| 08 | ANNXANNEXON INC View history and evidence | $26.17M | 4.33% | 4.72M shares | 2.00% → 4.33%+2.33 pp +1.77M (+59.68%) | Added | ↗▾ |
| 09 | LABSTANDARD BIOTOOLS INC View history and evidence | $24.06M | 3.98% | 26.17M shares | 3.32% → 3.98%+0.66 pp +6.88M (+35.69%) | Added | ↗▾ |
| 10 | LODECOMSTOCK INCCOM SHS View history and evidence | $17.58M | 2.91% | 5.76M shares | Prior unavailable +5.76M | New | ↗▾ |
Options overlay 1
$74.37M 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 | 1.00M | $74.37M | -500.00K (-33.33%) | ▾ |
1 / 1 options · preview only
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QCOM QUALCOMM INC | Non-derivative | -394,012 | -$67.40M | SEC filing ↗ | SEC filing ↗ |
| AGYS AGILYSYS INC | Put | -327,600 | -$38.93M | SEC filing ↗ | SEC filing ↗ |
| 87427V103 TALKSPACE INC | Non-derivative | -2,215,336 | -$8.04M | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 678690951
}Take these holdings further.
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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.