Mak Capital One
Mak Capital One reported 17 stocks worth $714M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AGYS (17.5%), GGAL (10.4%) and ACHC (10.1%). Compared with Q1 2026, the fund opened new positions in CAI, added to GGAL, QURE and CLPT, trimmed SKY, LODE and CYRX and sold out of COUR, PLX and FVRR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGYS Agilysys Inc | $125M | 17.5% | 1.2M | No change | 8 of 8 | |
| 2 |  GGAL Grupo Financiero Galicia S.a | $74.3M | 10.4% | 1.5M | +57K (+4%) | 3 of 8 | |
| 3 |  ACHC Acadia Healthcare Company in | $71.8M | 10.1% | 2.4M | No change | 2 of 8 | |
| 4 |  QURE Uniqure NV | $56.7M | 8.0% | 1.2M | +791K (+179%) | 2 of 8 | |
| 5 |  SKY Champion Homes Inc | $55.7M | 7.8% | 632K | −650K (−51%) | 8 of 8 | |
| 6 |  AUTL Autolus Therapeutics PLC | $53.8M | 7.5% | 33.6M | No change | 5 of 8 | |
| 7 |  CLPT Clearpoint Neuro Inc | $42.4M | 5.9% | 2.4M | +474K (+25%) | 2 of 8 | |
| 8 |  SUPV Grupo Supervielle S.a. | $41.1M | 5.8% | 4.3M | No change | 8 of 8 | |
| 9 |  CAI Caris Life Sciences Inc | $34.5M | 4.8% | 1.9M | New position | 1 of 8 | |
| 10 |  ANNX Annexon Inc | $33.5M | 4.7% | 5.9M | +1.1M (+24%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mak Capital One 13F FAQ
What does Mak Capital One own?
Mak Capital One reported 17 stocks worth $714M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AGYS (17.5%), GGAL (10.4%) and ACHC (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Mak Capital One buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 6 added to, 3 trimmed and 5 sold out. New positions include CAI. It sold all of COUR, PLX and FVRR.
When will Mak Capital One file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mak Capital One's portfolio worth?
The Q2 2026 filing reports $714M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.