MAK CAPITAL ONE LLC — 13F Holdings & Portfolio
CIK 1385702 · latest 13F-HR filed 2026-08-14
MAK CAPITAL ONE LLC manages $713.8M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AGYS (17.46%), GGAL (10.41%), ACHC (10.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 5, added to 12, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10022
$713.8M
Long-equity book
17
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −5 / ↑12 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- UNIQURE NV$49.5M +686.7%
- AGILYSYS INC$39.8M +46.9%
- CLEARPOINT NEURO INC$25.1M +145.0%
- ACADIA HEALTHCARE COMPANY IN$14.9M +26.3%
- CRYOPORT INC$8.3M +70.2%
Exited Positions
- COURSERA INC$32.7M
- UDEMY INC$16.9M
- PROTALIX BIOTHERAPEUTICS INC$7.7M
- FIVERR INTL LTD$806.4K
- SANGAMO THERAPEUTICS INC$138.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AGILYSYS INC | AGYS | 00847J105 | $124.6M | 17.46% | 1,192,730 | SH |
| 2 | GRUPO FINANCIERO GALICIA S.A | GGAL | 399909100 | $74.3M | 10.41% | 1,485,875 | SH |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $71.8M | 10.07% | 2,432,962 | SH |
| 4 | UNIQURE NV | QURE | N90064101 | $56.7M | 7.95% | 1,232,051 | SH |
| 5 | CHAMPION HOMES INC | SKY | 830830105 | $55.7M | 7.81% | 632,374 | SH |
| 6 | AUTOLUS THERAPEUTICS LTD | AUTL | 05280R100 | $53.8M | 7.54% | 33,621,487 | SH |
| 7 | CLEARPOINT NEURO INC | CLPT | 18507C103 | $42.4M | 5.94% | 2,375,861 | SH |
| 8 | GRUPO SUPERVIELLE S.A. | SUPV | 40054A108 | $41.1M | 5.75% | 4,250,000 | SH |
| 9 | CARIS LIFE SCIENCES INC | CAI | 142152107 | $34.5M | 4.84% | 1,937,229 | SH |
| 10 | ANNEXON INC | ANNX | 03589W102 | $33.5M | 4.69% | 5,862,180 | SH |
| 11 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $23.7M | 3.32% | 28,813,904 | SH |
| 12 | COMSTOCK INC | LODE | 205750409 | $21.6M | 3.02% | 5,190,177 | SH |
| 13 | CRYOPORT INC | CYRX | 229050307 | $20.1M | 2.81% | 1,277,359 | SH |
| 14 | HONEST CO INC | HNST | 438333106 | $17.5M | 2.45% | 4,776,088 | SH |
| 15 | CENOVUS ENERGY INC | CVE | 15135U109 | $16.2M | 2.27% | 536,832 | SH |
| 16 | PERMA-FIX ENVIRONMENTAL SVCS | PESI | 714157203 | $14.8M | 2.07% | 1,032,958 | SH |
| 17 | YATRA ONLINE INC | YTRA | G98338109 | $11.5M | 1.61% | 12,170,301 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $713.8M | 17 | 0001013594-26-000909 |
| 2026-03-31 | 2026-05-15 | $678.7M | 22 | 0001013594-26-000603 |
| 2025-12-31 | 2026-02-17 | $908.8M | 23 | 0001013594-26-000253 |
| 2025-09-30 | 2025-11-14 | $650.3M | 14 | 0001013594-25-001426 |