Mak Capital One LLC reported 17 holdings worth US$714M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Mak Capital One LLC reported 17 holdings worth US$714M as of Jun 30, 2026. Largest: Agilysys, Inc., Acadia Healthcare Company, Inc. and Champion Homes, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$714M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Agilysys, Inc. | 1.19M | US$125M | 17.5% |
| Acadia Healthcare Company, Inc. | 2.43M | US$71.8M | 10.1% |
| Champion Homes, Inc. | 632K | US$55.7M | 7.8% |
| Clearpoint Neuro Inc. | 2.38M | US$42.4M | 5.9% |
| Caris Life Sciences, Inc. | 1.94M | US$34.5M | 4.8% |
| Annexon, Inc. | 5.86M | US$33.5M | 4.7% |
| Standard Biotools Inc. | 28.8M | US$23.7M | 3.3% |
| Comstock Inc. | 5.19M | US$21.6M | 3.0% |
| Cryoport, Inc. | 1.28M | US$20.1M | 2.8% |
| The Honest Company, Inc. | 4.78M | US$17.5M | 2.4% |
| Cenovus Energy Inc. | 537K | US$16.2M | 2.3% |
| Perma-fix Environmental Services, Inc. | 1.03M | US$14.8M | 2.1% |
| Yatra Online, Inc. | 12.2M | US$11.5M | 1.6% |
| Udemy, Inc. | 0 | US$0 | 0.00% |
| Coursera, Inc. | 0 | US$0 | 0.00% |
| Protalix Biotherapeutics, Inc. (de) | 0 | US$0 | 0.00% |
| Sangamo Therapeutics, Inc. | 0 | US$0 | 0.00% |