§ 13F · FUND PROFILE
MAK CAPITAL ONE LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $650.3T (13F)Positions · 14Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$241.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SKY | CHAMPION HOMES INC | 2.00M | $169.0T | 18.6% | ±0% |
| 2 | AGYS | AGILYSYS INC | 1.19M | $141.7T | 15.6% | ±0% |
| 3 | SKY | CHAMPION HOMES INC | 1.50M | $126.8T | 13.9% | −25% |
| 4 | GGAL | GRUPO FINANCIERO GALICIA S.A | 1.34M | $72.5T | 8.0% | NEW |
| 5 | QCOM | QUALCOMM INC | 394K | $67.4T | 7.4% | NEW |
| 6 | AUTL | AUTOLUS THERAPEUTICS PLC | 30.01M | $59.7T | 6.6% | +15% |
| 7 | SUPV | GRUPO SUPERVIELLE S.A. | 4.00M | $47.3T | 5.2% | ±0% |
| 8 | AGYS | AGILYSYS INC | 328K | $38.9T | 4.3% | −73% |
| 9 | COUR | COURSERA INC | 3.75M | $27.6T | 3.0% | NEW |
| 10 | LAB | STANDARD BIOTOOLS INC | 19.29M | $24.7T | 2.7% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAK SIGNAL
AC read
MAK CAPITAL ONE LLC is a Other fund managing $650302.0 trillion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed