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Mak Capital One Llc

Portfolio Manager
Mak Capital One LLC
Performance
-20.20% (2026 Q1)
AUM (13F)
$678.69M
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.98%

Mak Capital One Llc Holdings Map

Top 21 Mak Capital One Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SKY
CHAMPION HOMES INC
15.78%1.28M$95.4M
-35.88%(-717.63K)
2025-Q1: 2.50M shares2025-Q2: 2.50M shares2025-Q3: 2.00M shares2025-Q4: 2.00M shares2026-Q1: 1.28M shares
$28.52(+132.40%)
2026-03-31
AGYS
AGILYSYS INC
14.04%1.19M$84.9M
+0.00%(+0)
2025-Q1: 1.19M shares2025-Q2: 1.19M shares2025-Q3: 1.19M shares2025-Q4: 1.19M shares2026-Q1: 1.19M shares
$13.91(+384.20%)
2026-03-31
GGAL
GRUPO FINANCIERO GALICIA S.A
11.05%1.43M$66.8M
+6.37%(+85.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.34M shares2026-Q1: 1.43M shares
$41.32(-1.29%)
2026-03-31
ACHC
ACADIA HEALTHCARE COMPANY IN
9.42%2.43M$56.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.43M shares
$18.79(+37.36%)
2026-03-31
AUTL
AUTOLUS THERAPEUTICS LTD
7.68%33.62M$46.4M
+12.05%(+3.62M)
2025-Q1: 0 shares2025-Q2: 16.96M shares2025-Q3: 26.02M shares2025-Q4: 30.01M shares2026-Q1: 33.62M shares
$1.92(-14.94%)
2026-03-31
SUPV
GRUPO SUPERVIELLE S.A.
6.63%4.25M$40.1M
+6.25%(+250.00K)
2025-Q1: 2.73M shares2025-Q2: 2.93M shares2025-Q3: 4.00M shares2025-Q4: 4.00M shares2026-Q1: 4.25M shares
$6.79(+10.39%)
2026-03-31
COUR
COURSERA INC
5.41%5.62M$32.7M
+49.78%(+1.87M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.75M shares2026-Q1: 5.62M shares
$8.56(-38.29%)
2026-03-31
ANNX
ANNEXON INC
4.33%4.72M$26.2M
+59.68%(+1.77M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.96M shares2026-Q1: 4.72M shares
$4.50(+15.77%)
2026-03-31
LAB
STANDARD BIOTOOLS INC
3.98%26.17M$24.1M
+35.69%(+6.88M)
2025-Q1: 2.77M shares2025-Q2: 5.60M shares2025-Q3: 15.93M shares2025-Q4: 19.29M shares2026-Q1: 26.17M shares
$1.22(-19.58%)
2026-03-31
LODE
COMSTOCK INC
2.91%5.76M$17.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 5.76M shares
$3.40(+2.50%)
2026-03-31

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