Altai Capital Management, L.P. — 13F Holdings & Portfolio

CIK 1478982 · latest 13F-HR filed 2026-05-18

Altai Capital Management, L.P. manages $35.0K in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DMRC (38.81%), OSUR (30.95%), SKYH (19.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 2, 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.

Loading holdings…
AUM

$35.0K

Long-equity book

Holdings

5

Distinct positions

Period

2026-03-31

Filed 2026-05-18

Q/Q Activity

+0 / −0 / ↑2 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ORASURE TECHNOLOGIES INC COM$1.8K +19.8%
  • SKY HARBOUR GROUP CORPORATIO COM CL A$428 +6.6%
Show all 2

Top Trims

  • DIGIMARC CORP NEW COM-$4.6K -25.2%
  • YATRA ONLINE INC ORD SHS-$2.2K -37.6%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 DIGIMARC CORP NEW COM DMRC 25381B101 $13.6K 38.81% 2,769,346 SH
2 ORASURE TECHNOLOGIES INC COM OSUR 68554V108 $10.8K 30.95% 3,613,836 SH
3 SKY HARBOUR GROUP CORPORATIO COM CL A SKYH 83085C107 $6.9K 19.67% 715,327 SH
4 YATRA ONLINE INC ORD SHS YTRA G98338109 $3.6K 10.31% 3,252,708 SH
5 SKY HARBOUR GROUP CORPORATIO W EXP 01/25/202 Call SKYH.WS 83085C115 $92 0.26% 130,961 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-18 $35.0K 5 0001478982-26-000003
2025-12-31 2026-02-17 $39.6K 5 0001478982-26-000002
2025-09-30 2025-11-14 $51.0K 5 0001478982-25-000006