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Altai Capital Management L P 13F Portfolio · Rishi Bajaj

Portfolio Manager
Rishi Bajaj
Performance
+40.20% (2026 Q2)
AUM (13F)
$49.05M
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Altai Capital Management L P Holdings Map

Top 4 Altai Capital Management L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DMRC
DIGIMARC CORP NEW COM
46.47%2.77M$22.8M
+0.00%(+0)
2025-Q2: 2.77M shares2025-Q3: 2.77M shares2025-Q4: 2.77M shares2026-Q1: 2.77M shares2026-Q2: 2.77M shares
$25.14(-71.99%)
2026-06-30
OSUR
ORASURE TECHNOLOGIES INC COM
32.9%3.61M$16.1M
+0.00%(+0)
2025-Q2: 2.16M shares2025-Q3: 3.75M shares2025-Q4: 3.74M shares2026-Q1: 3.61M shares2026-Q2: 3.61M shares
$3.18(+26.41%)
2026-06-30
SKYH
SKY HARBOUR GROUP CORPORATIO COM CL A
14.37%715.3K$7.0M
+0.00%(+0)
2025-Q2: 749.5K shares2025-Q3: 720.3K shares2025-Q4: 720.3K shares2026-Q1: 715.3K shares2026-Q2: 715.3K shares
$7.07(+45.02%)
2026-06-30
YTRA
YATRA ONLINE INC ORD SHS
6.26%3.25M$3.1M
+0.00%(+0)
2025-Q2: 3.25M shares2025-Q3: 3.25M shares2025-Q4: 3.25M shares2026-Q1: 3.25M shares2026-Q2: 3.25M shares
$3.99(-76.35%)
2026-06-30

About Altai Capital Management L P’s portfolio

Altai Capital Management L P reports $49.05M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are DMRC (46.5%), OSUR (32.9%) and SKYH (14.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -60.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
DMRC — 46.5% ($22.76M)OSUR — 32.9% ($16.12M)SKYH — 14.4% ($7.04M)YTRA — 6.3% ($3.06M)
100%in top 4
  • DMRC46.5%
  • OSUR32.9%
  • SKYH14.4%
  • YTRA6.3%

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Source filings

Holdings on this page are parsed from Altai Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1478982). View Altai Capital Management L P’s 13F filings on SEC

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