StockDriftsStockDriftsTop 17 Mak Capital One LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | 17.46% | 1.19M | $124.6M | +0.00%(+0) | $13.91(+719.70%) | 2026-06-30 | |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 10.41% | 1.49M | $74.3M | +3.97%(+56.80K) | $41.52(+4.45%) | 2026-06-30 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 10.07% | 2.43M | $71.8M | +0.00%(+0) | $18.79(+64.08%) | 2026-06-30 | |
| QURE | UNIQURE NV | 7.95% | 1.23M | $56.7M | +179.25%(+790.85K) | $26.72(+81.94%) | 2026-06-30 | |
| SKY | CHAMPION HOMES INC | 7.81% | 632.4K | $55.7M | -50.69%(-650.00K) | $28.52(+231.45%) | 2026-06-30 | |
| AUTL | AUTOLUS THERAPEUTICS LTD | 7.54% | 33.62M | $53.8M | +0.00%(+0) | $1.92(+12.19%) | 2026-06-30 | |
| CLPT | CLEARPOINT NEURO INC | 5.94% | 2.38M | $42.4M | +24.95%(+474.37K) | $11.76(+30.43%) | 2026-06-30 | |
| SUPV | GRUPO SUPERVIELLE S.A. | 5.75% | 4.25M | $41.1M | +0.00%(+0) | $6.79(+18.49%) | 2026-06-30 | |
| CAI | CARIS LIFE SCIENCES INC | 4.84% | 1.94M | $34.5M | new | $17.34(+25.76%) | 2026-06-30 | |
| ANNX | ANNEXON INC | 4.69% | 5.86M | $33.5M | +24.09%(+1.14M) | $4.66(+13.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.72% | +50.96% | +9.34% | +56.26% |
| Top 20 Holdings Unweighted | +24.17% | +91.47% | +4.48% | +24.51% |
Mak Capital One LLC reports $713.79M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are AGYS (17.5%), GGAL (10.4%) and ACHC (10.1%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +50.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mak Capital One LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1385702). View Mak Capital One LLC’s 13F filings on SEC