§ 13F · FUND PROFILE
MAK CAPITAL ONE LLC.
AUM · $714M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGYS | AGILYSYS INC | 1.19M | $125M | 17.5% | ±0% |
| 2 | GGAL | GRUPO FINANCIERO GALICIA S.A | 1.49M | $74M | 10.4% | +4% |
| 3 | ACHC | ACADIA HEALTHCARE COMPANY IN | 2.43M | $72M | 10.1% | ±0% |
| 4 | QURE | UNIQURE NV | 1.23M | $57M | 8.0% | +179% |
| 5 | SKY | CHAMPION HOMES INC | 632K | $56M | 7.8% | −72% |
| 6 | AUTL | AUTOLUS THERAPEUTICS LTD | 33.62M | $54M | 7.5% | ±0% |
| 7 | CLPT | CLEARPOINT NEURO INC | 2.38M | $42M | 5.9% | +25% |
| 8 | SUPV | GRUPO SUPERVIELLE S.A. | 4.25M | $41M | 5.8% | ±0% |
| 9 | CAI | CARIS LIFE SCIENCES INC | 1.94M | $35M | 4.8% | NEW |
| 10 | ANNX | ANNEXON INC | 5.86M | $33M | 4.7% | +24% |
§ 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 $714 million in assets. The fund runs a focused portfolio of just 17 positions.
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