Institutional Fund
Mak Capital One LLC
New York, NYCIK 13857025 filings on record
Portfolio Value
$604.32M
Q1 2026
Holdings
21
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-18.7%
from $743.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Champion Homes Inc15.8%
- Agilysys Inc14.0%
- Grupo Financiero Galicia S.A11.0%
- Acadia Healthcare Company In9.4%
- Autolus Therapeutics PLC7.7%
- Grupo Supervielle S.A.6.6%
- Other35.4%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Champion Homes Inc | 1.28M | $95.37M | 15.8% | −717.6K | Reduced |
| 2 | Agilysys Inc | 1.19M | $84.85M | 14.0% | 0 | Held |
| 3 | Grupo Financiero Galicia S.A | 1.43M | $66.75M | 11.0% | +85.6K | Added |
| 4 | Acadia Healthcare Company In | 2.43M | $56.91M | 9.4% | +2.43M | New |
| 5 | Autolus Therapeutics PLC | 33.62M | $46.40M | 7.7% | +3.62M | Added |
| 6 | Grupo Supervielle S.A. | 4.25M | $40.08M | 6.6% | +250.0K | Added |
| 7 | Coursera Inc | 5.62M | $32.70M | 5.4% | +1.87M | Added |
| 8 | Annexon Inc | 4.72M | $26.17M | 4.3% | +1.77M | Added |
| 9 | Standard Biotools Inc | 26.17M | $24.06M | 4.0% | +6.88M | Added |
| 10 | Comstock Inc | 5.76M | $17.58M | 2.9% | +5.76M | New |
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