MAK CAPITAL ONE LLC
CIK: 0001385702SEC EDGAR →
Portfolio Value
$909K
Holdings
21
As of
Q4 2025
New Positions
3
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SKYPUT CHAMPION HOMES INC | 3,500,000 | $296K | 32.54% |
| 2 | AGYSPUT AGILYSYS INC | 1,520,330 | $181K | 19.88% |
| 3 | GRUPO FINANCIERO GALICIA S.A | 1,343,488 | $72K | 7.97% |
| 4 | QUALCOMM INC | 394,012 | $67K | 7.42% |
| 5 | AUTOLUS THERAPEUTICS PLC | 30,005,343 | $60K | 6.57% |
| 6 | GRUPO SUPERVIELLE S.A. | 4,000,000 | $47K | 5.20% |
| 7 | COURSERA INC | 3,751,368 | $28K | 3.04% |
| 8 | STANDARD BIOTOOLS INC | 19,288,158 | $25K | 2.72% |
| 9 | UDEMY INC | 3,769,762 | $22K | 2.43% |
| 10 | YATRA ONLINE INC | 12,170,301 | $22K | 2.38% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 2 | $120K | 27.7% |
| Healthcare | 4 | $90K | 20.9% |
| Technology | 5 | $85K | 19.7% |
| Consumer Defensive | 2 | $50K | 11.5% |
| Consumer Cyclical | 2 | $31K | 7.1% |
| Unknown | 1 | $25K | 5.7% |
| Industrials | 2 | $23K | 5.3% |
| Energy | 1 | $9K | 2.1% |