MAK CAPITAL ONE LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 0 | 2,432,962 | +2,432,962 | 0 | 56,906,981 | 9.42% | +56,906,981 |
| COMSTOCK INC | 0 | 5,763,729 | +5,763,729 | 0 | 17,579,373 | 2.91% | +17,579,373 |
| CLEARPOINT NEURO INC | 0 | 1,901,489 | +1,901,489 | 0 | 17,303,550 | 2.86% | +17,303,550 |
| ANNEXON INC(ANNX) | 2,958,527 | 4,724,043 | +1,765,516 | 14,851,806 | 26,171,198 | 4.33% | +11,319,392 |
| PROTALIX BIOTHERAPEUTICS INC | 0 | 3,544,139 | +3,544,139 | 0 | 7,690,782 | 1.27% | +7,690,782 |
| UNIQURE NV(QURE) | 0 | 441,205 | +441,205 | 0 | 7,213,702 | 1.19% | +7,213,702 |
| CENOVUS ENERGY INC(CVE) | 536,832 | 536,832 | 0 | 9,083,197 | 14,242,153 | 2.36% | +5,158,956 |
| COURSERA INC(COUR) | 3,751,368 | 5,618,749 | +1,867,381 | 27,610,068 | 32,701,119 | 5.41% | +5,091,051 |
| HONEST CO INC | 3,528,704 | 4,776,088 | +1,247,384 | 9,104,056 | 14,041,699 | 2.32% | +4,937,643 |
| FIVERR INTL LTD | 0 | 80,479 | +80,479 | 0 | 806,400 | 0.13% | +806,400 |
| CRYOPORT INC | 1,199,225 | 1,423,265 | +224,040 | 11,512,560 | 11,784,634 | 1.95% | +272,074 |
| SANGAMO THERAPEUTICS INC(SGMOQ) | 0 | 561,538 | +561,538 | 0 | 138,644 | 0.02% | +138,644 |
| STANDARD BIOTOOLS INC | 19,288,158 | 26,172,626 | +6,884,468 | 24,688,842 | 24,060,495 | 3.98% | -628,347 |
| PERMA-FIX ENVIRONMENTAL SVCS | 918,673 | 918,673 | 0 | 11,566,093 | 9,820,614 | 1.63% | -1,745,479 |
| ENDAVA PLC | 283,076 | 0 | -283,076 | 1,789,040 | 0 | — | -1,789,040 |
| VISHAY PRECISION GROUP INC(VPG) | 51,226 | 0 | -51,226 | 1,972,201 | 0 | — | -1,972,201 |
| UDEMY INC | 3,769,762 | 3,658,520 | -111,242 | 22,053,108 | 16,902,362 | 2.80% | -5,150,746 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 1,343,488 | 1,429,075 | +85,587 | 72,467,743 | 66,752,093 | 11.05% | -5,715,650 |
| MITEK SYS INC | 634,099 | 0 | -634,099 | 6,689,744 | 0 | — | -6,689,744 |
| GRUPO SUPERVIELLE S.A.(SUPV) | 4,000,000 | 4,250,000 | +250,000 | 47,280,000 | 40,077,500 | 6.63% | -7,202,500 |
| SMARTRENT INC | 3,577,973 | 0 | -3,577,973 | 7,227,505 | 0 | — | -7,227,505 |
| DAY ONE BIOPHARMACEUTICALS I COM | 826,205 | 0 | -826,205 | 7,700,231 | 0 | — | -7,700,231 |
| TALKSPACE INC(TALK) | 2,215,336 | 0 | -2,215,336 | 8,041,670 | 0 | — | -8,041,670 |
| YATRA ONLINE INC | 12,170,301 | 12,170,301 | 0 | 21,663,136 | 13,509,034 | 2.24% | -8,154,102 |
| AUTOLUS THERAPEUTICS LTD | 30,005,343 | 33,621,487 | +3,616,144 | 59,710,633 | 46,397,652 | 7.68% | -13,312,981 |
| AGILYSYS INC(AGYS)(Put) | 327,600 | 0 | -327,600 | 38,931,984 | 0 | — | -38,931,984 |
| CHAMPION HOMES INC(SKY)(Put) | 1,500,000 | 1,000,000 | -500,000 | 126,750,000 | 74,370,000 | — | -52,380,000 |
| AGILYSYS INC(AGYS) | 1,192,730 | 1,192,730 | 0 | 141,744,033 | 84,850,812 | 14.04% | -56,893,221 |
| QUALCOMM INC(QCOM) | 394,012 | 0 | -394,012 | 67,395,753 | 0 | — | -67,395,753 |
| CHAMPION HOMES INC(SKY) | 2,000,000 | 1,282,374 | -717,626 | 169,000,000 | 95,370,154 | 15.78% | -73,629,846 |